If you have customer that have a set Discount, this can now be assigned to the customer. By doing this you no longer have to worry about someone forgetting to add the discount amount to each line when invoicing the customer. It also means you no longer have to make sure all your staff know about what discounts are available to what customer
This saves in situation where you have giving a customer a 10% discount and then you change it to 5% but the staff that were on holidays haven't been told and are still giving the 10% discount to the customer every time they come in
Setting the Discount on the Customer
- Cal up the Customer you are looking for and click Edit
- In the Discount text box enter the percentage you want to give the customer
- Click Save
Using the Discount
The customer is able to obtain the discount on the following document types
- Sales Invoices
- Credit Notes
- Proforma Invoices
- Repair Cards
- Hire Note
- When starting the document (from the above list) select your customer
- Now start scanning or entering your products as normal
As each line is added to the document you will be able to see the line discount already pre-populated
Notes
- You must select the customer before scanning or entering the products or the discount won't apply
- If a line already has a discount then it won't apply the customer discount