PTS/QBPOS-Help
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Initial commit - QBPOS Help

Browse Source
This commit is contained in:
Kristen Hercules
2026-01-27 18:07:54 -06:00
commit e3d556b732
2307 changed files with 219842 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files

62
backups/backup_html_20260109_181155/cust907.htm Normal file
View File

@@ -0,0 +1,62 @@
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Customers">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Customer Discounts and Price Levels</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<style type="text/css">
/* FORCE ALL FONTS TO 12PT */
* { font-size: 12pt !important; }
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
</style>
<style title="hcp" type="text/css">
<!--
font.hcp1 { font-weight:bold; }
span.hcp2 { font-weight:bold; }
-->
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Customer Discounts and Price Levels</p>
<p class="Help-Text"><a href="../qbpos_inventory/inven_pricelevels.htm">Price Levels</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_recording_sales_and_returns/receipt1033.htm">Give Discounts on Sales</a> <span style="color: #c0c0c0;">|</span> <a href="customersoverview.htm">Customers Overview</a></p>
<div style="float: none;">
<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
</div>
<p class="Help-Text">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.</p>
<p class="Help-Text">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.</p>
<p class="Help-Info-Line">To define a customer discount or price level:</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">On the Add or Edit Customer form, open the <span class="hcp2">Customer Settings</span> section.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click the <span class="hcp2">Disc</span>(count) button.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">On the Customer Discount window, select <font class="hcp1">Apply fixed percentage discount to all items</font> and enter a discount percentage</p>
</li>
</ol>
<p class="Help-Indent" style="font-weight: bold;">OR</p>
<p class="Help-Indent">Select <font class="hcp1">Use a markdown price level for this customer</font> and then select a price level from the drop-down list.</p>
<p class="Help-Indent">You must have your price levels predefined in <a href="../qbpos_company_preferences/sysprefs05.htm">company preferences</a> to be available for selection here.</p>
<ol start="4">
<li class="p-Help-Steps">
<p class="Help-Steps">Click the <span class="hcp2">Close Customer Discount Window</span> link.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Note">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.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="cust905.htm">Edit a customer record</a></p>
</body>
</html>