Setting up customers for sales and purchase conditions

By default, conditions (prices, discounts, charges, promotions) on sales documents are calculated according to the setup of the Bill-to Customer on the document. But you might have agreements with individual customers where you want to deviate from this standard. In Aptean Beverage Sales and Purchase Conditions, the conditions that will be applied for customers can also come from the Sell-to Customer, or an Other Customer.

1. Select the Search icon , enter Customers, and then choose the related link.
2. Open the card of the customer for which you want to set up the condition customer.
3. On the Sales Conditions FastTab, fill in the fields as necessary. Hover over a field to read a short description.

If you want to view which condition rules are applicable for a customer, then you can view them from the customer list and card page:

4. On the action bar, select Related > Sales and Conditions > Customer Rules to view condition rules that are create for condition customer on the customer card.
5. Select Related > Sales and Conditions > Customer Rules Overview to view all condition rules that are applicable for condition customer card. It includes all rules for groups where the condition customer is a member.