Details:

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