Department wise Member/ Customer Discount

Article Contents:-

This article summarizes how to set Department wide Member/Customer Discount on items.

Note:- There are two ways to set department-wide discounts on items.

A. You can set a Discount Rule on a member class which will be apply to all members associated with that class.
B. You can set a Discount Rule to a specific Member/Customer through the Customer Profile.

A. Setting a Discount Rule through Member class

Step-By-Step:-

Step 1:-  Click on the "Settings" gear wheel icon from the top-right corner of the screen. Select Class management from the left-side panel.

Step 2:-  In the Class Management window, all created classes are listed. Click the "Add" button to add a new class. 

Step 3:- Fill all the fields then click on the "Save" button.

Step 4: Once the new class is created and saved, click the drop-down arrow next to the "Action" button. Select "Discount Type."

Step 5: Click "Add" which opens a new window. Select the department to apply the discount. Enter the discount percentage (%). Click "Save." NOTE: Discount is a percentage, not specific dollar ($) amount.

B. To set Discount Rule through Customer Profile to specific Customer/Member:

Step 1:- Click on the "Customers" tab from the row of headers. Click on the "Customers" option in the left-side panel.

Step 2:- Select "Customers" or "Members" from the left row of the window. Both can be used for this purpose. Click the "Action" button (3 vertical lines) then select "View/Edit."

Step 3:- The customer window will open. Select "Discount" from the header row. Next, select "Add" to create a customer-specific discount rule. 

Step 4:- Select the department to apply the discount. Enter the discount percentage (%). Click "Save." NOTE: Discount is a percentage, not specific dollar ($) amount.

  

Customer - Customer or Member Level Discounts  (Video) 

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