Open topic with navigation

> Set up / Price Book / Manage discounts and surcharges / Customer discount groups

/  More

Set up customer discount groups

Set up customer discount groups so you can offer different discounts (such as a percentage, amount or special price), to different groups of customers.

Discount groups can share the same customers as price bands.

In addition to setting discount groups up, you can link and unlink both customers and discounts to these groups.

To set up customers discount groups

Open: Price Book > Discount Groups > Customer Discount Groups.

1. To add a customer discount group, click Add.

   1. Enter a name.
   2. Enter a description.
   3. Click OK.
2. To edit a customer discount group, click Edit.

   1. Enter a name.
   2. Enter a description.
   3. Click OK.
3. To delete a customer discount group.

   1. Remove all customers from the discount group.
   1. Select the customer discount group Name.
   2. Click Link to Customers.
   3. Select the customers linked to the discount group.
   4. Click Remove Customer.
   5. Click Close.
   2. Select the customer discount group Name.
   3. Click Delete.
4. Click Close.

To link and unlink customers

Open: Price Book > Discount Groups > Link Customers to Customer Discount Group.

Open: Price Book > Discount Groups > Customer Discount Groups.

• Click Link to Customers.

1. Select the discount group.
2. To link customers, click Add Customers.

   Customers who are not already linked to the group are displayed.

   1. Select the customers that you want to add to the group.

   Tip: To select more than one item using the mouse, hold down the Ctrl key to pick individual items, or hold down the Shift key to select a block of items.

   2. Click OK.

   If a customer is already linked to another discount group, confirm that you want to link the customer to this discount group instead.

3. To unlink customers

   1. Select the customers that you want to remove.

   Tip: To select more than one item using the mouse, hold down the Ctrl key to pick individual items, or hold down the Shift key to select a block of items.

   2. Click Remove Customers.
4. Click Close.

To link and unlink discounts

Open: Price Book > Discount Groups > Link Discounts to Customer Discount Group.

Open: Price Book > Discount Groups > Customer Discount Groups.

• Click Link to Discounts.

1. Select the discount group.
2. To link discounts

   1. Select Product Group Discounts or Stock Item Discounts.
   2. Click Add.
   • For product discounts, select the Product group and Discount.
   • For item discounts, select the Stock item, Unit and Discount.
   3. Click Save.

   If the discount is already linked to another discount group, confirm that you want to link the discount to this discount group instead.

3. To unlink discounts

   1. Select Product Group Discounts or Stock Item Discounts.
   2. Select the discounts that you want to remove.

   Tip: To select more than one item using the mouse, hold down the Ctrl key to pick individual items, or hold down the Shift key to select a block of items.

   3. Click Remove.
4. Click Close.