Maintain client scheme discounts

To search for scheme discounts associated with the client:

  1. Use the Maintain clients activity to update the client and display the ClientEdit Form.
  2. Select the Details tab and select the Scheme discounts node in the Folder Items list.

To create a scheme discount:

  1. Click New to display the AddNew form.
  2. Enter the New code from the list of schemes.
  3. Click OK to create the scheme discount and open the ClientSchemeEdit Form to update the scheme discount details, as required, or click Cancel to not proceed.

To review a scheme discount:

  1. Double-click a Scheme Code to open the ClientSchemeEdit Form.

To update a scheme discount:

  1. Double-click a Scheme Code to open the ClientSchemeEdit Form.
  2. Enter the %age discount.
  3. Click Save to close the form and save the changes, or click Close to close the form.

To delete a scheme discount:

  1. Click Delete.