Customer discount: the default one and the one for each store

Where to find it

In the menu, under Customers: open the customer and go to the Discounts & Access tab. There are two places on the same tab:

• the Default Discount card: "Applied in all stores that do not have a specific discount";
• the Discount column of the Settings per Store card, one row per store.

The same Default Discount (%) also appears on the Details tab, in the Commercial card, and in the list's Edit Buyer Company form. It is the same value in all three places.

What the customer discount is

It is an automatic percentage that goes into every quote and order of that customer, without the seller having to remember. It applies on top of the price from the customer's price table and combines with the store's other automatic discounts.

Underneath, it is the Customer disc. (specific) rule in Commercial Rules: giving a discount in the profile and creating that rule there are the same thing, and what you save in one place shows up in the other. See Discount rules: store, customer, volume and payment.

Default Discount or per-store discount

• Default Discount applies in all of the company's stores, including the ones you open later.
• A store's Discount applies only in that store and overrides the default there.

Example: default of 5% and 8% in store B. In store A the customer has 5%; in store B, 8% (not 13%).

How to give a customer a discount

1. Open the customer profile and the Discounts & Access tab.
2. For all stores, click the value on the Default Discount card and type the percentage.
3. For a single store, click the value in that store's Discount column on the Settings per Store card.
4. The screen confirms with Default discount updated or Discount updated. There is no save button.

Decimal places are accepted. To remove the discount, save 0: the customer rule is turned off.

⚠️ When creating the customer, the discount comes later

The New Buyer Company form shows Default Discount (%), but on creation that value is not saved. After saving the new customer, give the discount on the Discounts & Access tab.

What the customer discount changes in quotes

• It goes into the document's automatic discount, in the General column of the items table.
• If the seller gives a manual discount on the document, the manual one replaces the automatic ones.
• A fixed price on a line replaces everything on that line.

Documents already sent to the customer or confirmed do not change price. A draft picks up the new discount when it is edited. See Como o preço de uma linha da cotação é formado.

⚠️ Pattern learning can create a customer discount by itself

With Learn commercial patterns turned on in the store, the manual discount given on a confirmed order becomes that customer's discount rule in that store. If a customer shows a discount nobody gave in the profile, it is almost always this. See Customer details on documents and learning of commercial patterns.

Common questions

• I gave 10% as the default and in one store the customer has another value. That store has a specific discount in the Discount column, which overrides the default.
• The discount did not go into the quote. The quote has no registered customer, was already sent or confirmed, or has a manual discount from the seller.
• The customer has 10% and the store has 10%, but the total came to 19%. Discounts of different types multiply, they do not add up.
• "Discount must be between 0 and 100": the value typed is not a valid percentage.
• "Error saving default discount" / "Error saving discount": the value was not saved; try again.