Use the Sales Discounts Report to see a list of who is giving what discounts and for what reasons. Go to  Administration > Reports > Sales > Orders and Invoices > Sales Discounts.


  • Marketing Interest - Use marketing interests to link a lead and their purchases to a specific interest. For example, when a customer interested in barbeques comes into your store, add the BBQ & Grill marketing interest when they input the lead. You can then follow up with a marketing campaign to encourage a new purchase.
    • You can add an interest to a customer using the Customer screen (Customer > Open a customer > Marketing > Interests tab).
  • Product Line - Product lines group your inventory items into high level categories - for example, Accessories, BBQs & Grills, Chemicals, or Covers.

Security Permissions Required

Can Access Reports Tree Branch
Can Access Reports - Sales