Set Up Customer Discount Groups

You can define sales line discounts for a group of customers instead of applying them individually.

Customer Discount Groups work similarly to customer price groups but can be combined with Item Discount Groups to quickly set line discounts to many items for selected customers.

Create sales line discounts for a customer group

1. Choose the icon, enter Customer Disc. Groups, and then choose the related link.
2. On the Customer Disc. Groups page, select New to create a new discount group and give it a name under the Code column and add a description.
3. Select the Navigate action, and choose Sales Line Discounts.
4. Fill in the Sales Code column with the discount group created on the previous page.
5. Fill in the fields on the lines with the Type (Item or Item Discount Group), Code, Unit of Measure Code, and the Line Discount %.
6. If the customer group needs to purchase a minimum quantity in order to gain the discount, fill in the Minimum Quantity field.
7. If necessary, enter the Starting Date and Ending Date for the discount group.
8. If relevant, you can also specify the Currency Code or Variant Code after personalising the columns.

Repeat steps 4 through 8 for each item or item discount group you want to create a sales line discount for.

Assign a customer to a discount group

After you have set up the customer discount groups, you can enter the customer discount group codes on the customer cards.

1. Choose the icon, enter Customers, and then choose the related link.
2. Open the Customer Card for a customer you want to be part of a customer discount group.
3. On the Invoicing FastTab, in the Customer Disc. Group field, select the group code.

See also

Sales
Setting Up Sales
Recording Special Sales Prices and Discounts
Setting Up Customer Price Groups

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