Attaching Discount Codes to Customer Accounts

AccountsReceivableGuide > Accounts Receivable > Managing Customer Information > Creating Your Customer Accounts > Attaching Discount Codes to Customer Accounts

You can create Discount Codes to apply discounts to a stock item for a specific customer. Discount Codes are applied by combining the character combination for your stock items with the character combination for your customers. Together, these make up a Sales Discount Code that is used to determine the amount of discount to apply.

You should plan your Discount Codes before you set them up.

If you want to offer a discount on an item for all customers, you should create a Promotional Code instead of a Discount Code.

To assign the customer part of the Discount Code:

1 In Accounts Receivable, select Customer Accounts > Add / Change Accounts.

2 In the Number field, type the customer number or use the Lookup to find the customer you want to receive discount pricing.

3 Select the Edit button.

4 On the Credit/Collection tab, enter the text you want to use for the discount for this customer in the Discount field.

5 Select Save to save the customer record.

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