Setting Default Discounts for Customers

To set a default discount on a customer record:

  1. Go to Lists > Relationships > Customers > New.

  2. Specify the details for the customer record. See the help topic Customers.

  3. In the Classification field group, select the applicable discount in the Default Discount field.

    To create a new discount, see the help topic Configuring Discounts.

  4. Click Save.

Important:

Read the Default Discounts topic. Certain scenarios may result to different default discounts being applied to customers on transactions.

Related Topics

General Notices