Discounting
Set up your discounts by frequency, agency, line items, or quantity. You can control not only what discounts you allow your team to apply, but can also control the amount of discount allowed by reps.
Set up discounts for specific amounts and discounts.
Control rep discount levels and assign permission to reps.
Give discounts to pre-paid orders
View reports to track discounts by type
The discounting features can behave differently for each customer based on system configurations. Here are all the configurations you may want to review before using the system. All of our help documents will give you an overview of how the system works, but you may need to consult support for specific workflow issues based on your configurations and can use our guided walk-throughs for step-by-step direction.
You should also consider setting up the following items before you start using discounts.
Named Order Discounts and Fee
Invoice Templates for Pre-Paid Orders
User permission for sales reps: Leve 1, 2, and 3
Rate Cards with Frequency Discounts