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4. Assigning the Discount Rule

The discount rule assignment defines the customer or sale type that can use a discount rule. The customer can be defined by customer account number, customer type, or a customer type pattern. Sale types are selected from a list of defined sale types in the ERP. To create a rule assignment, follow these steps:

  1. Go to Sales > Pricing > Discount Rule Assignment

  2. Specify whether you want to assign the discount rule by customer, customer type, customer type pattern, or sale type.

  3. Select a discount rule from the drop-down list.

  4. Save the assignment.

Discount Rule Assignment

The discount rule will now be applied to the assigned target, and will be applicable during the effective period specified in the rule definition.