Purchasing Groups

Purchasing Groups

A feature of Personify is having the ability to classify certain records for group discounts.  This setup is called a Purchasing Group.  After the groups are defined, they are added to Discount Maintenance to tie them together.

  1. Click on the Products category in the Personify ribbon.
  2. Choose the sub-menu Rates, Discounts and Coupons.
  3. Select the Purchasing Group Maintenance option.

  1. From the Purchasing Group Maintenance screen, you can search for an existing purchasing group or create a new one.  Click on the Create New Order Purchasing Group button to get started.

  1. Add the Purchasing Group code.  (Note:  This cannot be altered after the purchasing group is saved.)  The naming convention for this field is AOA followed by an abbreviation of the group:

Example: AOA(ABRV)
For the AOA Federal Legislative Action Keyperson Committee, the purchasing group code would be:

AOAFLAK

  1. Enter a Description of the group as well.  This would be the full name of the group being created.

  1. At this point the purchasing group can be saved for maintenance later.

 

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