Setting an Account Discount

Background

Discount rates can be assigned to an Account. This allows a single Price List to be used for many Accounts, each with its own discount percentage.

You decide which items on the price list can be discounted. For example, you might discount labor, but not material. When you edit any item on the price list, there’s an “Allow Discount” option. Or to make a lot of changes, click the “Edit Multiple Items” near the top of the page and you can quickly update all your products at once.

Step-by-step

To assign a discount to an Account:

  1. Double-click the Account name to go to the Account Detail page
  2. Click the Price List name and select Edit 'name' menu.
  3. Enter the discount percentage rate for this Account. Click OK

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