Customer Pricing - Special Pricing

All fields marked with an asterisk “*” are required. You cannot save the promotion code until a value is specified for these input fields.

1. Customer #* - Enter a customer number to add special pricing for. Or click on the search icon to bring up the Search window and view a list of customers. Once a customer is selected from the Search window, the number is automatically entered into this field.

2. Customer Name – This is non-editable field is the name of the customer you selected.

3. Product/Service* – Select the product or service for which you are giving a discount. If you do not know the name, click on the search icon to bring up the Search window and view a list of products. Once a product is selected from the Search window, the code is automatically entered into this field.

4. Description – This non-editable field is a description of the product that you selected.

5. Discount* – Enter a percentage amount for the discount you wish to offer the customer.

6. Start Date* – Enter a start date for the discount offer. You can enter a value in the format mm/dd/yyyy or select from the calendar icon.

7. Expiration Date* – Enter an expiration date for the discount offer. You can enter a value in the format mm/dd/yyyy or select from the calendar icon.

Click on the SAVE button to add the special pricing to the database. Click on the CANCEL button to discard your changes.

1. Select a special pricing entry to edit.

There are two ways in which you can select special pricing:
- From the Special Pricing page - if you are viewing the list of special pricing entries, click on the "Edit" link for the entry you wish to edit.
- From the Special Pricing Details page - if you are viewing the details for a special pricing entry, click on the EDIT DETAILS button on that page.

The Special Pricing Details page will appear.

2. Make changes as necessary. Refer to the section "Add Special Pricing" for an explanation of each of the input fields.

3. Click on the SAVE button to save your changes. Click on the CANCEL button to discard your changes.

1. Select special pricing entry to delete. Refer to the section "Edit an Existing Special Pricing Entry" on how to select an entry.

2. The Special Pricing Details page will appear. Scroll to the bottom of the page.

3. Click on the DELETE button to remove the entry from the LegalSuite database.

4. You will be asked to confirm that you wish to delete the entry. Click on "OK".

5. The entry will be deleted from the LegalSuite Database. It will no longer be seen on the Special Pricing page.