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:
On the Add or Edit Customer form, open the Customer Settings section.
Click the Disc(count) button.
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.
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.