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To access the Automatic Discounts document list, go to: Sales > Service Tools > Automatic Discounts.
The Automatic Discounts list
The list of automatic discounts includes all the automatic discounts currently available in the system. If you don't see a specific discount, use the Search field to locate the discount by a string in its description. You can change the list display settings to suit your particular needs. To learn more about the list display settings, see Working with the item list.
The automatic discounts can be arranged in a hierarchy structure using groups (folders). The number of hierarchy levels is virtually unlimited.
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In the Automatic Discounts (create folder) form, to create a group, enter its description.
The Automatic Discounts (create folder) form
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Then, you can populate the group by creating new automatic discounts or moving the existing discounts by using the drag-and-drop method.
See also
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