Discounts

Access

• Route: /discounts
• Permission: promotion.view
• Offline: not available
• Phone: create/edit redirect to the list

You can

• List discounts/promotions
• Create discount with promotion.create
• Edit promotions and promotion line items with promotion.update
• Delete with promotion.delete
• Export to Excel

You cannot

• Manage discounts without promotion permissions
• Create/edit on phone
• Use Discounts offline

How to

Find a discount

1. Open Discounts in the sidebar.
2. Click a row (or row menu → View) to open it.

Create a discount

1. Click Create discount.
2. Enter a Discount name.
3. Toggle Apply to all customers, or leave it off and click Add customer to pick specific customers.
4. Click Create.

Add a line item (promotion rule)

1. Open a discount and click Create item.
2. Choose a type: Conditional discount (If/Then rule), Multibuy discount, or Threshold discount.
3. For conditional/multibuy types, build the If conditions — pick a product, a comparator (equal to / more than / less than…), a value, and a metric (Unit(s) or Amount); use Create condition to add more and combine them with And/Or.
4. Under Then, set the action: Discount (percent or value amount), Override price, Multibuy discount (buy a product, get a set amount at a % discount), or Threshold discount (spend comparator + value, then a % or $ discount).
5. Check the Issues panel — it must show no problems before the item can be saved.
6. Click Create.

Edit a discount or line item

1. Open a discount and click Edit to change its name/customers, or click a line item tile to edit its rule.
2. Update the fields as above, then click Update.

Delete a discount

1. Select one or more discounts on the list and click Delete (requires delete permission).
2. Confirm the delete action — this also removes the discount's line items.

Export

1. Click Export on the list to download the current rows as discounts.xls.