Create Trade Discount Group

1. Select Order Processing -> Master File Maintenance -> Discount Groups -> Trade Discount

 

  

  2. Click the  button to enter a new Discount Group.

 

 

 3. Enter a discount Group name and Description

 

 4. Select the line of information that appears in the Trade discount details and click Edit.

  


 5. Enter a percentage in the Rate1 field and click OK.

  

 

 

 6. Click Apply and Close

   

 

  

Apply Trade Discount to Customer

You then need to apply the newly created Trade Discount on the Customer.

1. Select Order Processing -> Master File Maintenance -> Customer Accounts -> Customer Details

 

                    

 

 

  


2. Enter the Account number for the Customer you would like to change, by either:

  • Typing the account number
  • Using the search button
  • Using the arrows  to scroll through the customers.

 

3. Select the Terms tab.

 

 

4. Select the Trade discount group box and select the discount using the drop down list or search button.

 

 

5. Click Apply