Applying different terms to trade customer accounts

This article will show you how to apply different terms to trade customer accounts in EQ which will update your eStore website.

This article includes

• Set a customer as a trade customer
• Overall discount
• Catalogue specific discounts

Set a customer as a trade customer

These discount terms options are only available when the customer’s account is set as a Trade Account from the EQ Customer Screen.

To set this:

1. Select the relevant Customer from the Customer List
2. Select the eStore tab
3. Click Edit at the foot of the Customer Screen
4. Tick the box next to Trade Account:
   
   
   
   
5. Select Update

Overall Discount

1. Click the Customer List icon:
   
   
   
   
2. Select the customer by clicking on them.
   
   
3. Go to the Account Details tab and click the Edit button.
   
   
4. Click the small edit popup contents icon next to the Discount Band dropdown
   
   
   
   
5. Enter in a new Band Title & Discount percentage in the relevant columns.
   (The example below shows a new 10% Trade Discount with a value of 10.00%)
   
   
   
   
6. Click Update to save and close the discount bands.
   
   
7. Back on the Account Details tab, select the new discount band from the drop down menu and click Update to save.
   
   
   
   

   On selecting Update, EQ will connect to the website and update the discount bands for this specific customer. Any products viewed by the customer when they’re logged in will be displayed at their discounted rate on the product screen.

Catalogue Specific Discounts

1. Click the Customer List icon:
   
   
   
   
2. Select the customer by clicking on them.
   
   
3. Go to the Account Details tab and click the Edit button.
   
   
4. Click the Discounts button:
   
   
   
   
5. On the following screen click Add and select the new catalogue from the drop down menu to create a new row.
   
   
6. Enter the new terms in the Disc % column.
   
   
7. Click Update to save and close the window, and click Update again to complete editing the customer.
   
   

   On selecting Update, EQ will connect to the website and update the catalogue discounts for this specific customer. Any products viewed by the customer when they’re logged in will be displayed at their discounted rate on the product screen.