Set up customer discount groups

Customer discount groups allow you to enter discount for a groups of customers rather than individually. Use customer discount groups if all your discounts are applied to the same groups of customers.

• Once turned on, you have to use customer discount groups for all customers. You can't link discounts to individual customers.
• A customer can only belong to one discount group.
• Once a customer is added to a new discount group, they're automatically removed from an existing one (if applicable).
• Before you can delete a discount group, you must remove all the customers first.

To use customer discount groups you need to:

1. Create the customer discount group.
2. Add customers to the group.
3. Link the group to discounts

Set up customers discount groups

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

1. Click Add.

2. Enter a name.
3. Enter a description.
4. Click OK.

Editing and deleting groups

• You can only change the description.

• You must remove all customers from the group before you can delete it.

  Remove customers from a 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.

Link to customers

Click Link to customers when you add your discount group, or:

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

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 multiple items, use 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 multiple items, use 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.

Link to discounts

Click Link to discounts when you add your discount group, or:

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

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.

   Note: 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 multiple items, use 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.

Link to invoice and order value discounts

Open: Price Book > Discount Groups > Link Customers to Invoice and Order Value Discount Band.

1. To link customers

   1. Click Add Customers.
   2. Select the customers to add.

   Tip: To select multiple items, use the Ctrl key to pick individual items, or hold down the Shift key to select a block of items.

   3. Click OK.

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

2. To unlink customers

   1. Select the customers you want to remove.

   Tip: To select multiple items, use the Ctrl key to pick individual items, or hold down the Shift key to select a block of items.

   2. Click Remove Customers.
   3. Click OK.
3. Click Close.