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<< Click to Display Table of Contents >> Navigation: Sales > Sales Functions > Discount Rules > Creating Discount Rules |
To create a discount rule choose:
| 1. | Edit from the Inventory|Discount Rules menu item. |
| 2. | Press the Add button. |
| 3. | Fill in the required Discount Rule Information (labeled in red) on the Discount Rule tab. |
| 4. | Fill out the Rule Settings on the Rule Settings tab. |
5. Select the Location where you want the Rule Settings to apply on the Location Settings tab (typically only used for multi-location businesses)
6 Press the Set Filter Criteria button on the Filter Settings tab and choose the filter criteria you want for the rule (i.e., State, Vendor, etc.)
The first time a Discount Rule is applied or if you are changing the Filter for the Rule, RetailEdge will check your inventory and customer files to apply the rule to the appropriate items. This can take some time depending on the Rule. However, if you are simply changing the Rule Setting like a percentage, this does not effect the inventory and this operation will take place instantaneously.
The Discount Rule(s) applied to each customer or inventory item can be viewed by editing the customer or inventory item and then pressing the Discount (Rules) tab.