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How do I link a discount schema to a business partner?

Overview

For a discount schema to be applied automatically, it first has to be linked to a business partner for whom the discount schema shall be used.

Steps

  1. Open the entry of an existing business partner or add a new one.
  2. Go to the record tab “Customer” at the bottom of the page and move the horizontal scrollbar to the right until you reach the column Discount Schema.
  3. Double-click the field Discount Schema of the customer line and select the desired discount schema from the drop-down list.
  4. metasfresh saves the progress automatically.

Example


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