Set up customer discount group
Customer discount groups can be used when providing discounts that should only apply to a certain group of customers. To set up customer discount groups, follow the provided steps:
Click the
button, enter Customer Disc. Groups, and choose the related link.
The Customer Disc. Groups List is opened as a result.Click New and enter a code and a description.
Click Navigate and select Sales Price List.
To create a new Sales Price List, click New, and the Sales Price List Card is opened.
Set the Assign-to Type to Customer Disc. Group.
This group consists of customers to which the discount should be applied.Select Discount in the View Column for field.
Insert the lines that should be affected by the discount and provide the discount percentage in the Line Discount % field.
Set the status to Active.
For the discount to be applied, you need to apply the Customer Disc. Group to the Customer Card under the Invoice tab.
The discount is now applied to the item when the specified customer is selected, as presented in the screenshots below.
Without a customer attached
With a customer attached
Next steps
Add a Customer Price Group Discount on POS
Prerequisite
- You need to assign a special price to a specific customer price group. In our example the customer D000004 has the WHOLESALE price group. If members of that price group wish to purchase the item 70003, the price is 1450 for 1 piece, or 1400 for item quantities of 3 and up.
Procedure
- Provide 70001 in the Item no. box in the top right corner.
A new sales line is added with the regular initial price. - Click Customers in the bottom right corner, followed by Select Customer in the pop-up window that is displayed.
The list of available customers is displayed. - Select the customer D000004.
The customer is added to the sale, and the price is changed to 1450. - Click Change Quantity.
A pop-up window for providing the new quantity is displayed. - Set the quantity to 3.
- The item price is changed to 1400.