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List the steps in adding a Product Discount in Vtiger CPQ.

Table of Contents
Follow these steps to add a Product Discount:
  1. Log in to the CRM.
  2. Go to Inventory.
  3. Select Discounts under the Catalog section.
  4. Click +Add Discounts. A Creating Discounts page will appear.
  5. Enter or select information for the following:
    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
  1. Enable
    1. Any
    2. Specific
      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)
 
  1. All Conditions (All conditions must be met)
  2. Any Conditions (At least one of the conditions must be met)
  3. Services
    1. All Conditions (All conditions must be met)
    2. Any Conditions (At least one of the conditions must be met)
  1. Select the Discount customer will be getting from the drop-down.
  1. Percentage
  2. Amount
  1. Enter Buy Quantity and Get Percentage.
  2. Go to Who should get a discount section.
  1. Any Contact or Organization
  2. Specific Contacts or Organizations
  • Contacts
  1. All Conditions (All conditions must be met)
  2. Any Conditions (At least one of the conditions must be met)
  • Organizations
    1. All Conditions (All conditions must be met)
    2. Any Conditions (At least one of the conditions must be met)
  1. Go to the Maximum discount use section.
  2. Enable Limit to use per order.
  3. Select Active dates by clicking the Calendar icon.
  4. Enable Ends On and select the date by clicking the Calendar icon.
  5. Click Save.
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