Is there a way to apply an auto discount rate to a customer?

napwszzm

Hello, 

I am quite new to MYOB Essential. 

I would like to ask if there is a way in the Essential version to apply a discount rate to a customer? 

For example, I want to set up a discount rate of 10% for John whenever my colleague enters his name, the rate is automatically applied to the Quote. 

 

Thanks a lot

Nap

 

 

Shella_A

Hi @napwszzm,

 

Thank you for your post and welcome to the MYOB Community Forum. I hope you find plenty of useful information.

 

Regarding this, you can apply discounts when you receive a payment on a customer's invoice, or when you create the invoice. This feature will allow you to set up different prices for your items based on who's buying and how much they are buying. For further information on how to set it up, you may check out this help article, customer discount.

 

If you need further help, don't hesitate to start a new post and we'll be happy to assist.

 

Otherwise, if my response has answered your enquiry, please click "Accept as Solution" to assist other users find this information.

 

 

Cheers,
Shella