Page Comparison

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• Step 1: Import or Add Inventory Items

  • If you have not uploaded inventory, this would be a starting point

  • For assistance in uploading the inventory items you already have into BUZ via Excel

• Step 2: Upload Customer Contact Cards

  • Customer Contact Card Information

  • Using the Import/Export function for Customers

• Step 3: Create Customer Groups (Optional)

  • Customer Groups

• Step 4: Plan and Create Sales Discount Groups

• Step 5: Allocate Sales Discount Groups to Customer Contact Cards

• Step 6: Allocate Sales Discount Groups to Customer Groups (Optional)

• Step 7: Plan and Create Inventory Discount Groups

• Step 8: Allocate Inventory Discount Groups to Inventory Items

• Step 9: Allocate Percentages in the Discount Matrix Table

By following this guide, you will be able to set up and manage your customer discounts effectively. Let’s get started!

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