Set a Default Discount
- From the profile toolbar, click on
Utilities then 
Settings. - Under the Discount section, add the desired discount percent amount in the Discount field.
- From the drop-down list, choose a Discount Type, or click ... to add new or edit an existing type.
- Click
OK to accept and close the form.
Other Profile Settings
- Invoice Followup: A system-generated calendar entry is created for customer follow up (in days) after the customer is invoiced if different than what is set in Preferences: Invoice tab.
- Email Invoice: Select an option to email invoices if different than what is set in Preferences: Invoice tab (an email address needs to be stored in the Email 1 field on profile).
- Sales Tax: Set a custom sales tax rate that is different than what is set in Preferences: Business Info tab.
- Tax Shipping: Specifies whether tax is calculated on shipping if different than what is set in Preferences: Invoice tab.
- Default: Choose the type of discount given to the customer. The default is Standard. Other default types include Personal Use / Own Use*, Native Indian*, Hostess Credit, Birthday/Anniversary, or Business Supplies. The default types cannot be deleted, however, additional types can be created.
Enter a default discount percentage given when invoiced (this amount can be overwritten on the invoice). - Birthday: Select Use Preferences to automatically apply a discount during their birthday month that is set in Preferences: Invoice tab; or specify a different percentage.
* Applies to the Canadian version only.
- Default: Select the checkbox to use an invoice shipping address as default. Specify the shipping address in the textbox if different from the address stored on the Main tab of their profile.
- Delivery Distance: Set the delivery distance to be used when creating a trip log entry.
- Favored Customer: Ability to mark and place in a favored customer group.
- Potential Consultant: Mark whether the customer is a potential consultant.
- Uses Basic Skin Care: Mark whether the customer regularly uses one of the basic skincare lines.
- Exclude From Dashboard: Set this option to not include this customer in the dashboard's Top Customers listing (typically used for personal use and business supplies profiles).