Article #342 Default Customer Discount Feature

Some customers may require you to display the agreed discount on each transaction. This can easily be achieved with our Default Customer Discount feature.

QuickBooks® Configuration

To add the Default Customer Discount to your customer records, you must set up a Custom Field for your Customers:

1. Open the Customer Center from the main menu [Customers / Customer Center]
2. Select one of the following:
   1. Create a new Customer
      or
   2. Edit an existing Customer
3. Click on the [Additional Info] tab
4. Click [Define Fields]
5. In the Label column, enter a name such as "Discount".
6. Put a checkmark on the Use for: Cust column, then click [Ok].
7. Now proceed with inputting a default Customer Discount for each customer or customer job.
8. Run Solid Fusion™ so that your changes are uploaded to SolidRouteAccounting.com and are made available for the next step.

SolidRouteAccounting.com Settings

Next, log into SolidRouteAccounting.com:

1. Select the [Settings] tab
2. In the Solid Fusion™ Settings section, select the newly created QuickBooks® custom field from the drop-down list for the "Customer Default Discount Field".
   
3. Click on [Save]

Now, on your office computer, open Solid Fusion™ and click on [Sync Now] to import the default Customer Discount data from the QuickBooks® customer records.

Solid Sales Pro™

Once the mobiles have synced, and the salesperson creates a transaction for a customer with a default discount assigned in QuickBooks®, Solid Sales Pro™ will pre-populate this value into the transaction's discount field.

If necessary, the salesperson can modify this Discount on the 1120 Set Bill Options screen.