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    Customer Discount Matrix

    Discounts can be applied to Products on a Customer Quote or Invoice based on a discount matrix.

    The calculated price from the Discount Matrix is evaluated based on an intersection of a Product Group and Customer Group. Setup involves going to the Customer Group or Product Group list under Settings. In this article the Product Group (95110 - Books) will be used. From the Settings / Product Groups menu select the Edit pencil at the end of a row of a Product. From within this screen select the Discount Matrix tab 



    From here select the +Add button to display the fields:


    Select the Customer Group this discount should apply to. A Start and End Date can be entered. The Start Date is required while the End Date isn't. Select the appropriate Discount Type ie  



    and a corresponding Percentage to give for example: 

    Select Save to save the data. Add further discounts against other Customer Groups as required.

    With the above setup, if an Invoice is created for a Customer in a Customer Group of INTER - International and a Product that is classified with a Product Group of 95110 - Books is added to the invoice, the price on the invoice for the Product will be the latest cost plus 50%.    

    There is no setup required under the Customer account to enable use of the Discount Matrix. 


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