Some of your business partners are very important to you. You want to provide them with general discounts on your products or services. The Discount Lists module provides evidence of these discounts.
Clicking the Discount Lists icon on the eWay-CRM toolbar will open a list of all discounts that are saved in the eWay-CRM system.
If you want to edit the default list view and choose the data you are interested in, go to Main List, where you can find general information on working with main list.
You can see basic information about discount list in the main list that you previously filled. You have to double-click a discount list for more information. The Discount List window will open.
Discount Lists Management
If you have the appropriate permissions, you can perform the following actions:
- Create new discount list – detailed information about item creation can be found in the chapter: Create New Items
- Edit existing discount list – detailed information about editing can be found in the chapter: Edit Items
- Item removal – there are several ways to remove an item. They are described in the chapter: Remove Items
Discount List Window
Double-clicking a selected discount will bring up its working window. The same Discount List window, without pre-filled data, will appear when creating a new discount list. It’s up to you to enter all the necessary data.
Verbal label of a discount list.
It is recommended to create a system in names of discount lists to make their structure transparent. If you provide quantity discount for multiple companies, the names of different discounts should be similar.
The per cent discount you want to provide.
Any text you want to add to the discount list. For more information about the field, see Note Field.
For other general information on working window, go to Item Dialog.