How to set discounts or prices for group or fleet accounts

• In the POS, enter the customer’s number like you would for a new order,
• Click on the Customer Search Icon,
• Click on the Accounting tab,
• In the Specific rebates section, click on the Add icon,

• In the Group Management window, Double click on the specific Group related to that customer,

To create a new group or special fleet agreement:

• Or, if the Group has not been created, click on the top Add Icon,
• Enter the name of the Group and click the Save icon,
• Click Save,

• The new group is now listed,
• Click on the new group to highlight it,

• In the bottom left panel, select one of the options, (example: Category 300 - labour),
• On the right panel, enter the specific behaviour. (example: labour rate is 57.00).

• Click Save,
• To assign this new group to the customer, double click on the group name,
• Once back on the customer’s file, click Save and Exit.

NOTE: All changes will only take effect on future orders only.