Use the Sales Discounts Report to see a list of who is giving what discounts and for what reasons (Administration > Reports > Sales > Orders and Invoices > Sales Discounts).
Filters
- Marketing Interest: Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer interested in barbecues comes into your store, add the BBQ & Grill marketing interest when they input the lead. You can then follow up with a marketing campaign to encourage a new purchase.
- You can add an interest to a customer using the Customer screen (Customer > Open a customer > Marketing > Interests tab).
- Product Line: Product lines group your inventory items into high-level categories, e.g. Accessories, BBQs & Grills, Chemicals, or Covers.
Security Permissions Required
Category |
Function |
Admin-Reports |
Can Access Reports Tree Branch |
Can Access Reports - Sales |