How to manage discounts?
Create and configure pre-defined discounts that your sales reps can apply to their quotes
Introduction
Qwoty offers two ways to apply discounts on a quote:
- Manual discounts : The sales rep can directly apply an overall discount on the quote or a per-product-line discount when creating the quote.
- Pre-configured discounts (discounts) : Discount rules defined in advance by administrators and managers, with precise application conditions.
This article covers pre-configured discounts. They make it possible to define automatic discount rules based on specific criteria (product type, quote amount, payment terms, etc.). Once created, sales reps can activate them with one click on their quotes, saving them time and preventing calculation or application errors.
Qwoty offers three types of pre-configured discounts: discounts on specific products, overall discounts on the quote, and promotional offers of the type "buy X, get Y".
Access
- In the left side menu, click on Products and pricing
- Click on Discounts
View the list of discounts
The list displays all your discounts with the following information:
- Status : Active or Inactive
- Name : Discount name
- Reference : Technical reference
- Type : Discount type (Amount off products, Amount off order, Buy X get Y)
- Updated : Last updated date
Use the search bar to filter discounts.
Understanding discount types
Amount off products (Amount off products)
Discount applied to specific products or product collections. Ideal for targeted promotions on certain items.
Amount off order (Amount off order)
Discount applied to the total quote amount. Ideal for overall commercial discounts based on order conditions.
Buy X get Y (Buy X get Y)
Conditional promotional offer: if the customer buys X, they get Y (discount, free units or free product).
Create a discount
- Click on + New discount at the top right
- A modal opens with the three available discount types
- Select the desired type:
- Amount off products : Discount on specific products
- Amount off order : Discount on the total order amount
- Buy X get Y : Buy X product(s), get Y product(s)
- Click on Save
- You access the full configuration screen
Configure an "Amount off products" discount
This discount makes it possible to target specific products according to different criteria (product, category, type, catalog or billing frequency) and apply a percentage or fixed-amount discount to them.
General information
- Name : Discount name
- Reference : Technical reference
- Discount type : Amount off products (read-only)
- Internal description : Internal description for your team
- Valid from / Valid until (optional) : Discount validity dates
Conditions
Define which products the discount applies to:
- Select an attribute : Selection criterion
- Product: A specific product
- Product category: A product category
- Product type: A product type
- Product catalog: An entire catalog
- Billing frequency: A billing frequency
- Select an operator : Equals or Not equal to
- Values : Select the corresponding values
Click on Add a condition to add additional conditions (AND operator between conditions).
Discount value
- Type : Choose the calculation method
- Percentage : Percentage discount → fill in the "Percentage discount" field
- Fixed amount : Fixed-amount discount → fill in the "Discount amount" field and the currency
Configure an "Amount off order" discount
This discount applies to the overall quote amount according to order-related conditions: total amount reached, payment terms or payment methods used.
General information
- Name : Discount name
- Reference (code) : Technical reference
- Discount type : Amount off order (read-only)
- Valid from / Valid until (optional) : Discount validity dates
Conditions
Define the conditions to trigger the discount on the quote:
- Select an attribute : Trigger criterion
- Total : Total quote amount
- Payment terms : Applied payment terms
- Payment methods : Payment methods used
- Select an operator :
- For Total: Is greater than, Is greater than or equal to, Is less than, Is less than or equal to
- For Payment terms / Payment methods: Equals
- Values : Value or corresponding selection
Click on Add a condition to combine multiple conditions.
Discount value
- Type : Choose the calculation method
- Percentage : Percentage discount → fill in the "Percentage discount" field
- Fixed amount : Fixed-amount discount → fill in the "Discount amount" field and the currency
Configure a "Buy X get Y" discount
This discount makes it possible to create conditional promotional offers: when the customer buys a certain number of products or reaches a defined amount, they automatically benefit from an advantage (discount, free units or free product).
General information
- Name : Promotion name
- Reference (code) : Technical reference
- Discount type : Buy X get Y (read-only)
- Start date / End date (optional) : Promotion validity dates
Trigger condition (X)
Section "What must be in the quote/order to unlock the promotion?"
Define what the customer must buy to unlock the promotion:
- Select an attribute : Product, Product category, Product catalog, Product type
- Operator : Equals
- Values : Select the relevant products or categories
AND
- Quantitative attribute :
- Total line amount : Minimum line amount (operator: Greater than)
- Units per pack : Minimum number of units (operator: Equals)
- Value : Enter the numeric threshold
Reward (Y)
Section "What must be in the quote/order to unlock the promotion?" (second block)
Define what the customer gets:
- Discount percentage : Applies a discount percentage to the product
- Discount amount : Applies a fixed discount amount to the product
- Free units : Adds Y free units of the same product
- Free product : Adds a free product Y
Stacking condition
- Can be used with other discounts : Check this box if the promotion can be combined with other discounts
See where the discount is used
The Discount used in block displays the items that use this discount:
- Template : Associated quote templates
- Customer : Customers benefiting from this discount
- Customer segment : Associated customer segments
Click on the links to go directly to the relevant items.
Enter external identifiers
If you use external systems, enter the corresponding identifiers:
- CRM ID : Identifier in your CRM
- ERP ID : Identifier in your ERP
- Accounting ID : Identifier in your accounting software
Set the status
In the right-hand side panel:
- Status : Enable or disable the discount
- API name : Technical identifier (read-only after creation)
- ID : Automatically generated UUID
View activity
The Activity panel displays the history of changes made to the discount.
Save
Once configuration is complete, click on Save at the top right.
Related articles
- How to apply a discount on a quote?
- How to configure product pricing?
- How to manage pricebooks (pricebooks)?
- How to create a quote?