Discounts

Create and manage price reductions and promotional offers.

What are Discounts?

The Discounts section allows you to create and manage promotional offers and price reductions that you can apply to your sales. Whether it’s a seasonal sale or a loyal customer reward, this section helps you track how much you’re discounting.

In Simple Words

Discounts are price reductions you offer to customers (e.g., “5% off” or “Summer Sale 10%”). Instead of manually calculating a lower price every time, you can set up predefined discount types here.

When you create a discount, you enter:

• Name: A clear title for the offer (e.g., “New Customer Discount”).
• Percentage: The amount to be deducted from the price (e.g., “5”).
• Description: An optional note about who the discount is for or when it expires.

After saving, you can choose these discounts from a dropdown menu when creating invoices or orders. The system then automatically reduces the total amount by that percentage.

Managing Your Offers

• Discount List: See all your active discount types in one place.
• Easy Application: Quickly apply “No Discount”, “Summer Sale 5%”, or any other saved offer to your sales documents.
• Reporting: Track the total value of discounts given to understand the impact on your revenue.

Where to Find It

You can find these settings by navigating to: Accounting Setup in the sidebar → Discounts.

Use descriptive names for your discounts so that when you review your sales reports, you can easily see which promotions were the most popular with your customers!