Set up individual customer discounts

Note - warning

You can only use this if you've chosen not to Use customer discount groups in the Price Book Settings.

Use this to choose which discounts each customer receives and choose which discounts a customer receives. This tells Sage 200 which discount to apply when a stock item is ordered for the customer.

This is done per customer. You choose the stock items that the customer receives a discount for. You then choose which discount to apply.

Link customers to discounts

Open: Price Book > Discounts > Link Discounts to a Customer.

  1. Select the customer account.
  2. Click Add to display the selection screen.
  3. Choose the stock items from the top section, Items available for discount, by selecting the check box next to each relevant stock item.

    Note: Stock items are only listed if you have set stock item discounts, using the Discounts for Stock Item option within the Price Book.

  4. Click Select checked items to add the selected items to the bottom section, Items to discount.
  5. In the Discount drop-down, select the discount to be used for the item.
  6. Click OK.