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).

Related User Guide Topics

What Are Profit Margins & Discounts Used For?
29 Oct 2019
The margin is the profit (or markup) that a company earns from a sale. A discount is an acceptable amount which can be deducted from a product price.
Creating Profit Margin Rules
29 Oct 2019
QuoteCloud makes it easy to setup a company wide margin which can be dynamically included in any sales quote. Learn how this is done.
Disabling Discounting in Sales Quotes
29 Oct 2019
It maybe a requirement for some administrators of QuoteCloud to prevent Sales Consultants from applying discounts.
Creating Automatic Sales Quote Discounts
29 Oct 2019
This controller will allow you to set system-wide discounts, and if needed set thresholds that will automatically trigger discounts for your sales quotes.

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