Add a Standard Discount to a Customer Record

Before you can perform this task

Make sure that Calculate Line Item Discounts On Invoices, Orders, and Invoices is selected.

To add a standard discount to a customer's sales quotes, orders, and invoices:

  1. In the Home window, click the Customers and Sales tab, and click the Customers icon.
  2. Double-click on the customer name to open their record.
  3. Click the Options tab.
  4. In the Standard Discount box, type in a number.
  5. On the File menu, click Save.
  6. Close the window.