Creating Automatic "Triggered" Sales Quote Discounts
On the Sales Quote Dashboard, click on the Configuration menu; click on the option Pricing Discounts & Thresholds on the drop-down menu that appears.
You will see the pricing and discounts controller window appear (as shown below).
This controller will allow you to set system-wide discounts and, if needed, the thresholds that will trigger discounts for your sales quotes.
Click on the Add button to create a new discount rule.
Type a meaningful discount name in the Label field; this will appear in the Sales Quote Editor for Sales Consultants allowed to use discounts.
Type the percentage discount, e.g. 10 will be 10% discount. You will see a drop-down option next to the percentage value; this can be used to toggle between a discount or adding a profit margin.
If you would like your discount or margin rule to apply only if the value of a sales quote is above a certain value, then type this value in the Threshold field. For example, if you want a 10% discount to apply if the value of the sales quote is above $10,000, then type 10,000 in the threshold field.
To add multiple discount types, click on the Add button again.
Press the Save button to commit your changes.
Note: your discount rules will not apply to existing sales quote unless a Sales Consultant edits or revises their sales quote(s).
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