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Applying discounts to items

How to apply discounts to items within the quote

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Written by Ashok P
Updated over 4 months ago

Discounts can be configured in the following ways on Cloud:

  • A fixed percentage of the total price, say 10% of $1000, which is $100.

  • A fixed amount, say $200.

  • A percentage range of the total price, say 10% to 20% of $1000, which is between $100 and $200.

  • An amount range, say, between $200 and 400.

You can apply any of the above discounts to products, packages, alternate sets, and allownaces.

Applying preadded discounts

To apply a discount already added under Settings, go to the List view of items under 'Design.' Click on the item (product or package) and select the discount from the 'Discount' dropdown in the side panel.

If you apply a range discount, you can set the discount value in the allowed range. If you don't set a value, the lower range value of the discount is applied by default.

Items with a discount applied show a green icon. You will see the discount details when you hover over the icon.

While you can apply a discount on accessories, the discount breakdown won't be visible on the proposal like it is shown for items. But you will still see the green icon in the list view of the items.

In the following example, we applied the "Product promotion" discount to a product and the "Package discount" to a package.

Applying unique discounts

If you want to add a unique discount that applies to only a specific quote, click 'Create a Discount' in the 'Discount' dropdown. This will open a modal to add the new discount, just like how discounts are added under Settings.

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