Note: Ensure that the CPQ Add-on is installed before you can add a Product Discount in Vtiger CPQ.
Follow these steps to add a discount to a product or service:
- Log in to the CRM.
- Go to Inventory.
- Select Catalog > Discounts. The Discounts List View opens.
- Click +Add Discount. A Creating Discount page opens.
- Enter or select the following information:
- Select Discount type as Product Discount.
- Type Discount Name.
- Select Assigned To from the drop-down.
- Go to the Discount Criteria section.
- Select minimum purchase value.
- Quantity
- Amount
- Enable
- Any Item: The discount will apply to all the products.
- Select the Discount the customer will be getting from the drop-down.
- Percentage
- Amount
- Enter Buy Quantity and Get Percentage.
- Specific Item: The discount will apply only to the selected product(s). Select either one depending on your requirement.
- Products
- All Conditions (All conditions must be met)
- Any Conditions (At least one of the conditions must be met)
- Services
- All Conditions (All conditions must be met)
- Any Conditions (At least one of the conditions must be met)
- Select the Discount the customer will be getting from the drop-down
- Percentage
- Amount
- Enter Buy Quantity and Get Percentage.
- Enter or select the following information in the Who should get a discount section:
- Any Contact or Organization
- Specific Contacts or Organizations
- Contacts
- All Conditions (All conditions must be met)
- Any Conditions (At least one of the conditions must be met)
- Organizations
- All Conditions (All conditions must be met)
- Any Conditions (At least one of the conditions must be met)
- Go to the Maximum discount use section.
- Enable Limit to use per order.
- Enter or select the following information in the Active dates section:
- Select the Start date by clicking the Calendar icon.
- Enable Ends On and select the date by clicking the Calendar icon.
- Click Save.
The Discount record can now be viewed in the Discount module and will automatically appear when adding products to Quotes, Invoices, and Sales Orders, provided the discount criteria are met.