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Discount groups management

In this section, you will find the information concerning discount groups. Discount groups are preconfigured rebates that can be linked to customer profiles. If customers are added to discount groups, all preconfigured rebates for categories, products of line codes are applied automatically when added to estimates. Discount groups are configured in the Group management window. To access this window, from the GEM-CAR Main menu, go to Customer management > Discount groups management.

Follow the steps detailed in the subsections below to add, modify or delete discount groups.

Add discount groups

Follow the steps below to add discount groups.

  1. Access the Group management window.
  2. Click on the + button on the right of the Discount group name field.
  3. Enter a name in the Discount group name field.
  4. Click on the diskette button to save.

Modify discount groups

Follow the steps in the subsections below to modify discount groups.

Modify the name of discount groups

Follow the steps below to modify the name of discount groups.

  1. Access the Group management window.
  2. Select a discount group on the list.
  3. Modify the name in the Discount group name field.
  4. Click on the diskette button to save.

Add discounts

Follow the steps below to add discounts to a group.

  1. Access the Group management window.
  2. Select a discount group on the list.
  3. Click on the + button of the Group members section.
  4. Chose the inventory item type to which the discount is going to be linked by selecting Product, Category or Line Code.
  5. Enter the product, category or line code in the field below this selection or retrieve it using the magnifying glass button adjacent to this field.
  6. Select the discount type and enter its percentage or amount in the field adjacent to this selection.
  7. You can optionally add a period of validity for the discount. To do so, enter dates in the Applicable from and to fields.
  8. Click on the diskette button to save.

Modify discounts

Follow the steps below to modify discounts in a group.

  1. Access the Group management window.
  2. Select a discount group on the list.
  3. Select a discount on the list of the Group members section.
  4. Modify the options for the discount.
  5. Click on the diskette button to save.

Delete discounts

Follow the steps below to delete discounts from a group.

  1. Access the Group management window.
  2. Select a discount group on the list.
  3. Select a discount on the list of the Group members section.
  4. Click on the - button of the Group members section.
  5. Click on the diskette button to save.

Delete discount groups

Follow the steps below to delete discount groups.

  1. Access the Group management window.
  2. Select a discount group on the list.
  3. Click on the - button on the right of the Discount group name field.
  4. Click on the diskette button to save.