Envision Cloud User Guide

Discount Plans

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Discount Plans

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Discount Plans

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Discount Plans allow you set a recurring discount for the clients you designate. To create or edit Discount Plans, hover over Clients on the toolbar, hover over Client Options, then selecting Discount Plans.

 

Choose to add a new discount plan. Enter the discount plan description and percentage discount for the item types.

 

clientdiscountplancreate

 

Once created, the discount plan can be applied to client profiles. Select Clients on the toolbar and choose Client list. Double-click the client you wish to receive the discount. Select the discount plan in the drop down and save the record.

 

clientdiscountadd

 

Each time this client is brought to the Sales register, this discount plan will  automatically apply to their purchases.