How to Add and Adjust Vendor Discounts

1. Click the Gear icon

2. Click "Account Administration" from the dropdown menu

3. Navigate to the menu on the left of the screen and select "Discounts"

4. Navigate to the discount group you would like to adjust and click the name

5. In the “Discount group review” window, click the 3 dots

6. Click "Export Discounts"

7. A Pop-Up Will Appear Letting You Know the Download was Successful and the File is Ready

8. Close the “Discount group review” window.

9. Click the Notifications icon

10. Navigate to your discounts export and click "Show me"
    Note:  The most recent activity will appear at the top of the notifications list

11. Open the File in Excel or Google Sheets

12. Update the "Discount" column
    Note:  If you vendor discount is 64.5%, then your entry should be 0.645

13. Update the "Multiplier" column
    Note: your multiplier is the same as your cost factor

14. Click "File"

15. Download or Save the File as a "Comma Separated Values (.csv)"

16. Return to your software tab and click the 3 dots

17. Click "Import Discounts"

18. Click "Select File" then select the updated CSV discounts file that you just saved
    Note: you can also drag and drop the file directly into the box

19. Click "Save"

20. Discounts will be automatically updated in the system

21. You will also receive a pop-up confirmation that the discount import was completed