FAQs in this section
What are the Product Options in Vtiger CRM?
Give an example of Product Options.
What are the Product types you can see when CPQ is not installed?
What is a Fixed Bundle?
What is a Solo Bundle?
What are the Picklist values enabled when you install CPQ?
In which Vtiger editions are the Product options available?
What are the benefits of Product Options?
What are the types of Product Options?
Explain the Fixed option with an example.
Explain the Dynamic option with an example.
What do you mean by minimum value?
What do you mean by maximum value?
How do you add a Product Option in Vtiger CRM?
What do you mean by linking in Vtiger CRM?
List the steps to link Product Options.
Can you add Products in Quotes?
List the steps to add Products in Quotes.
Can I select more than the maximum value for a Product?
What do you mean by discounts in Vtiger CPQ?
What are the types of discounts in Vtiger CPQ?
What do you mean by Product Discounts in Vtiger CPQ?
What do you mean by Buy X Get Y Discounts in Vtiger CPQ?
Give an example of Buy X Get Y discounts in Vtiger CPQ.
Where can the discounts be applied in Vtiger CPQ?
What are the benefits of Discounts in Vtiger CPQ?
List the steps in adding Buy X Get Y Discount in Vtiger CPQ.
Give a use case explaining adding product discount in Vtiger CPQ.
What are the features of the Field Sales app?
What are Pricing Guidance in Quotes?
What is Quote Status in Vtiger CRM?
What is Quote Organization in Vtiger CRM?
What are Pricing Guidance in Deals?
How do I install Pricing Guidance in Vtiger CRM?
What is Quote Organization in Vtiger CRM?
What are Summary Variables in Vtiger CRM?
In which Vtiger editions can I find Summary Variables?
What is Pricing Guidance in Vtiger CRM?
What are the benefits of Pricing Guidance in Vtiger CRM?

How do I add a product discount in Vtiger CPQ?

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:
  1. Log in to the CRM.
  2. Go to Inventory.
  3. Select Catalog > Discounts. The Discounts List View opens.
  4. Click +Add Discount. A Creating Discount page opens.
  5. Enter or select the following information:
    1. Select Discount type as Product Discount.
    2. Type Discount Name.
    3. Select Assigned To from the drop-down.
    4. Go to the Discount Criteria section.
    5. Select minimum purchase value.
      1. Quantity
      2. Amount
  6. Enable 
    1. Any Item: The discount will apply to all the products.
      1. Select the Discount the customer will be getting from the drop-down.
        1. Percentage
        2. Amount
      2. Enter Buy Quantity and Get Percentage.
    2. Specific Item: The discount will apply only to the selected product(s).  Select either one depending on your requirement.
      1. Products
        1. All Conditions (All conditions must be met)
        2. Any Conditions (At least one of the conditions must be met)
      2. Services
        1. All Conditions (All conditions must be met)
        2. Any Conditions (At least one of the conditions must be met)
        3. Select the Discount the customer will be getting from the drop-down
          1. Percentage
          2. Amount
        4. Enter Buy Quantity and Get Percentage.
  7. Enter or select the following information in the Who should get a discount section:
    1. Any Contact or Organization
    2. Specific Contacts or Organizations
      1. Contacts
        1. All Conditions (All conditions must be met)
        2. Any Conditions (At least one of the conditions must be met)
      2. Organizations
        1. All Conditions (All conditions must be met)
        2. Any Conditions (At least one of the conditions must be met)
  8. Go to the Maximum discount use section.
    1. Enable Limit to use per order.
  9. Enter or select the following information in the Active dates section:
    1. Select the Start date by clicking the Calendar icon.
    2. Enable Ends On and select the date by clicking the Calendar icon.
  10. 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.
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