Setting Up Order Level Discounts

Discounts are set up based on two fields on the Discounts form: Customer Type and Product Code. By setting up a relationship between these two fields, you ensure that whenever the system encounters the customer type/product code combination, it automatically assigns the discount listed on the Discounts form.

To set the discount using this form:

  1. To add a new record, select Actions > New.
  2. Specify the Customer Type, Product Code, Discount Percent, and a short Description.

This discount can be overwritten on individual customer order lines by changing the Sales Disc field.

Note:  The discounts entered here apply both to regular orders and to estimates.
Related topics
Order Entry Steps