How to add a discount per customer?

To add a discount per customer, please follow these steps:

1. Go to your CRM.
2. Select the profile of the customer targeted for the discount.
3. Click on the Advanced Options.
4. Name your discount in the Discount Name field.
5. Set the discount percentage in the Discount Percentage field (for example: 10%).
6. Click Save to store your changes.

Once this customized discount is saved, it will automatically apply to all invoices issued for the concerned customer.

Important Note: It is important to note that if the customer already has a preferential price, both discounts will be cumulative. For example, if a customer has a preferential rate of 20% and an additional 15% discount is granted, the total discount amount will be 35%.

As you can see, before proceeding with the setup of a custom discount for a customer, it is essential to ensure that no preferential pricing has already been applied to them. To do this, please refer to the Products Module and select the item sold to this customer. Then go to the Preferential Price tab to check for any specific pricing conditions.