Ensure employees automatically receive discounts on applicable purchases by following these steps to create a dedicated employee customer group, add employees as customers, and configure a promotion to apply the discount.

Creating a customer group

To make sure employee discounts are applied automatically, create a customer group for your employees.

1. Navigate to Customers > Groups to access the Customer Groups page.
2. Click Add Group.
3. Enter the group name into the Name field (For example, Employees).
4. Click Add Group to create the employee customer group. The group will be displayed on the Customer Groups page, where you can edit the group name or details.

Adding employees as customers

1. From the navigation panel, select Customers, to display the Customers page.
2. Click Add Customer, and the customer information form displays.
3. Click the Contact and Details tabs and enter the employee's information.
4. On the Contact tab, click the Customer group dropdown and select the customer group you created for your employees.
5. Click Create new customer to add the employee and assign them to the designated customer group.

Creating a promotion to apply the discount

1. Navigate to Catalog > Promotions and the Promotions page displays.
2. Click Add promotion, and the New promotion page displays.
3. In the Schedule promotion section, click the Date drop-down, and enable the No end date checkbox.
4. Under Target this Promotion, click Exclusive to Some.
5. Enable the Limit to a customer group checkbox.
6. From the Targeted Customer Group drop-down, select the employees customer group you created.
7. Enter the remaining promotion details.
8. Click Save. Employees will now receive automatic discounts at checkout when added to a sale.

What's next?