Customer Discounts

The Customer Discount list sets up discounts for different groups of Customer accounts.

HINT-- The Goldenseal accounting software uses customer and item discounts to calculate separate discounts for sales of each item that you keep in stock.

       Entering Customer Discounts | Data Fields | Using the Discount Table
       Linking with Item Discounts | Using Customer Discounts

Website Info Links
       Accounting Software | Accounts Receivable Software | Bookkeeping Software | Point of Sale Software

       Cost Items | Customer Accounts | Item Discounts | Sales

Entering Customer Discounts

To enter a Customer Discount, follow these steps:
  1. Choose Income Setup from the Income menu, then choose Customer Discounts from the submenu.
  2. Click the New button, or click on an existing item and click the Edit button.
  3. Enter details about the discount.

Data Fields

Enter the following information for each Customer Discount:

Name-- Enter a brief name for the branch.
Description-- Enter any comments you have about this discount.
Discount Table-- Enter discount percentages for each item discount listed in the table.

Using the Discount Table

The Customer Discount table shows each Item Discount, which covers a group of cost items that all get the same discount.

Next to each item, type in the discount that this group of customers gets when they purchase those items.

Linking with Item Discounts

Customer Discounts are used in combination with Item Discounts-- you will need to have at least one on each, if you offer discounts on sales.

If you offer different discounts to different classes of customers, create a Customer Discount for each class. If you offer different discounts on different types of items sold, create an Item Discount for each type of item. You can enter a different discount amount on each combination of customer and item discount.

HINT-- Lumberyards, paint and hardware stores, and other retail businesses with regular customers can set up a "grid" with as many types of customer and item discounts as you need.

Using Customer Discounts

To assign a customer discount to a Customer account, follow these steps:
  1. Choose Customers from the Accounts menu.
  2. Find the Customer account.
  3. Enter the discount into the Discount field.
  4. Save the record.

Goldenseal automatically fills in the discount amount when you use an Item breakdown in a Sales transaction.