Discount

Managing Discounts – Your Smart Savings Hub

       Think of the Discount section as your project’s built-in deal maker—always active, always accurate, and always ready to help you deliver the best offers. Whether it’s a seasonal promotion, a customer reward, or a special project rate, this is where your savings strategy begins.

No more scattered spreadsheets or forgotten discounts. Here, you can manage every offer in one organized, real-time workspace—smooth, smart, and effortless.

What You Can Do Here

• Add a discount name and percentage to create customized discounts that can be used in proposals and estimates.
• Edit existing discounts and update their details anytime to keep your offers relevant and accurate.
• Create flexible deals—percentage-based, flat-rate, or time-limited—that align with your business goals.

How to Get There

1. Click the Settings (gear icon) at the top-right corner of your screen.
2. From the dropdown, select Localization.
3. Choose Discount to open your complete savings hub.

Pro Tip

Keep your discounts updated and purposeful. Regularly refreshing your offers ensures customers stay engaged and your business remains competitive.

Adding a Discount – Creating Your Next Offer

Click Add Discount to create a new offer that can be used in proposals and estimates. This is where you define the name, rate, and details of your discount to keep your pricing strategy flexible and effective.

What You Can Do Here

• Fill in the Discount Name and specify the Discount Percentage you want to apply.

• Review all the entered details carefully to ensure accuracy.

• Click Save to store your new discount entry and make it instantly available for use

Pro Tip
Keep your discount names clear and descriptive—it helps your team identify and apply them effortlessly in future proposals.

Editing Discount – Update or Remove with Ease

The portal makes it simple to manage your discount settings. Whether you need to update details or remove a discount completely, it only takes a few clicks

What You Can Do Here

• Move your cursor to the right corner of a discount entry to reveal the three-dot menu.
• Modify existing discount details such as name or percentage.
• Remove discounts that are no longer needed.
• Keep your discount records accurate and up to date.

Deleting a Discount – Quick and Controlled

When a discount is no longer needed, the portal lets you remove it securely while keeping records clear.

What You Can Do Here

• Click the Delete icon next to the discount you want to remove.

• In the Delete Discount pop-up, enter the reason for deletion.

• Click Yes to confirm and finalize the removal.

Pro Tip
Use deletion responsibly to maintain a clean discount list while keeping your historical records accurate for reporting.

Turning Discounts On or Off – Adjust with Confidence

Managing active and inactive discounts is effortless. The portal ensures every change recorded for accuracy and accountability.

What You Can Do Here

• Select the discount you want to turn on or off from the list.
• Provide a reason for the change in the confirmation pop-up.
• Click Yes to finalize the update.

Discount Status Updates – Automatic and Clear

The portal keeps everything transparent by instantly reflecting your changes in discount status.

What You Can Do Here

• See the discount status update automatically based on your selection.
• Confirm the new status directly on the Discount page.
• Rely on real-time updates for accuracy and control.

Pro Tip

Always double-check the updated status to ensure the correct discounts are active or inactive.