πŸ“ Sales Discount - Account Groups

Megan Walker
Megan Walker
  • Updated

The below guide will show you how to set up sales discounts for specific accounts groups.

Within your Pinewood DMS system you have the option to set up sales discounts.

This is found by going to Parts > Parameters > Sales discounts.

Within Sales Discounts you have the option to set up sales account groups.

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Within the account groups screen, specific accounts can be added. These could be accounts that do not necessarily fit into a group or when specific discount terms have been agreed.

This allows a discount structure to be created for individual accounts.

To add an account use the account search icon and select add.

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To remove an account code from the list, select with a single click and press 'Delete'.

This account will then become available when setting up your sales discount percentages.