Customer Discounts and Price Levels

Price Levels | Give Discounts on Sales | Customers Overview

Basic

A percentage discount or a markdown price level, but not both, can be associated with a customer, so that it is automatically suggested on sales to the customer. You have the option of applying the discount or price level to each sale.

If using a percentage discount, it is applied as an item discount to all items being sold (except gift cards/certificates) and it is applied against the active price level.

To define a customer discount or price level:

1. On the Add or Edit Customer form, open the Customer Settings section.

2. Click the Disc(count) button.

3. On the Customer Discount window, select Apply fixed percentage discount to all items and enter a discount percentage

OR

Select Use a markdown price level for this customer and then select a price level from the drop-down list.

You must have your price levels predefined in company preferences to be available for selection here.

4. Click the Close Customer Discount Window link.

Note: If you click Save at the bottom right, the customer record is saved and closed. Simply re-open it if you have additional information to add/edit.

Related Topics

Edit a customer record