- 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.