Offering tailored discounts to your customers can enhance loyalty and streamline your sales process. In Katana, you can set up customer-specific discounts that automatically apply to new sales orders (SOs). This guide will walk you through adding and managing these discounts effectively.
Adding a discount to a customer
Access the Customer card:
Navigate to the Sell screen.
Click on the Customers tab.
Select the customer you wish to edit.
Set the Discount:
In the Discount field, enter the desired percentage (e.g.,
10%).This discount will automatically apply to all new line items in sales orders for this customer.
Note: The discount is applied per line item and does not affect existing SOs.
Modifying an existing discount
To change a customer's discount, simply update the percentage in the Discount field on their Customer card.
Important: Changes to the discount rate will only affect new line items added to SOs. Existing line items on open SOs will retain the original discount rate.
Considerations for ecommerce integrations
Customer discounts set in Katana are not automatically applied to SOs imported from ecommerce platforms like Shopify.
For more information on how discounts are handled with imported sales orders, refer to the article on adding discounts to sales orders.
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