How to Apply Discounts

In this article

There are three ways to apply discounts. The first is by applying a Default Discount in a quote or sales order. The second is by applying discounts to each Shipment in an order. The third is creating a Pricing Group (this feature is available in the Pro plan only). Let’s jump right in.

Applying Default Discounts

Default discounts apply a discount to all shipments in an order. They do not apply the discount to the total value of the entire order.  

  1. Firstly, you can apply default discounts when creating a new Quote or Sales Order. In the Quote or Sales Order you’re creating, click on the pencil icon next to Default Discount.
  2. Add in the discount percentage, and click on the tick symbol.
  3. To add Default Discounts to an already existing Quote or Sales Order, you’ll need to edit the order by clicking on (1) Quick Actions, (2) Edit Order.
  4. Click on Default Discount, and apply the desired percentage.
  5. Publish your changes by clicking on Publish.

Applying Discounts to a Shipment

If you’d like to add discounts to only select shipments in an order, but not all shipments, you’ll need to apply the discount within each shipment. 

  1. Locate the shipment to which you wish to apply a Discount. Click on (1) ⁝ and (2) Edit.
  2. In the dialog box, toggle to select whether you want to add a discount as a percentage or a dollar amount (1), and input the discount amount (2). Click on (3) Save to apply the discount.

Creating a Pricing Group for Discounts

Another method of adding discounts is adding a pricing group into a Quote or Sales Order. First, you’ll need to create a pricing group with a discount rule or add a discount rule into an existing pricing group.

  1. First, head to the Settings page. Under (1) Configuration, select (2) Settings.
  2. On the settings page, click on Pricing Group in the left sidebar.
  3. On the pricing group page, you can edit an existing Pricing Group (1), or click on + Pricing Group (2) to create a new Pricing Group.
  4. You can add product and service rules to create your discount. For more information on pricing groups and pricing rules, check out this article.
  5. In the following example, a 10% discount is created for when there are more than 2 services in an order. Click on Create to add the discount to the Pricing Group.
  6. Click on Create to publish the Pricing Group.

Adding a Pricing Group to Orders

  1. In the Quote or Sales Order, click on the pencil icon next to ‘Pricing Group’.
  2. Select the pricing group with the discount from the dropdown menu, and click on the tick symbol to apply it to the order.
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