Setting Default Discounts

To use the Default Discounts feature of Enhanced Validations and Defaulting SuiteApp, you must set a default discount for customers or customer groups. Default discounts are automatically applied when you sell items to the customer or customer group. For more information about default discounts, see Default Discounts.

Refer to the following topics for instructions on how to set default discounts for customers:

• Setting Default Discounts for Customers

• Setting Default Discounts for Customer Groups

Setting Default Discounts for Customers

To set a default discount on a customer record:

1. Go to Lists > Relationships > Customers > New.

2. Specify the details for the customer record. See the help topic Customers.

3. In the Classification field group, select the applicable discount in the Default Discount field.

   To create a new discount, see the help topic Configuring Discounts.

4. Click Save.

Important:

Read the Default Discounts topic. Certain scenarios may result to different default discounts being applied to customers on transactions.

Setting Default Discounts for Customer Groups

Default discounts for customer groups are automatically applied to all customers that belong to the customer group.

To set a default discount for a customer group:

1. Go to Lists > Relationships > Groups > New.

2. Create a customer group. For instructions, see the help topic Working with Groups.

3. In the Default Discount field, select the applicable discount for the customer group.

   To create a new discount, see the help topic Configuring Discounts.

4. Click Save.

Related Topics

• Setting Up Enhanced Validations and Defaulting
• Creating Item Sets
• Setting the Prevent Negative Inventory Preference
• Adding the Unbilled Quantity When Using Custom Forms

General Notices