FAQs in this section
List the steps in adding a Product Discount in Vtiger CPQ.
Follow these steps to add a Product Discount:
- Log in to the CRM.
- Go to Inventory.
- Select Discounts under the Catalog section.
- Click +Add Discounts. A Creating Discounts page will appear.
- Enter or select information for the following:
- 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
- Specific
- Products
- All Conditions (All conditions must be met)
- Any Conditions (At least one of the conditions must be met)
ii. Services
- All Conditions (All conditions must be met)
- Any Conditions (At least one of the conditions must be met).
7. Select the Discount customer will be getting from the drop-down.
- Percentage
- Amount
9. Go to Who should get a discount section.
- Any Contact or Organization
- Specific Contacts or Organization
- 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).
- Contacts
- Go to the Maximum discount use section.
- Enable Limit to use per order.
- Select Active dates by clicking the Calendar icon.
- Enable Ends On and select the date by clicking the Calendar icon.
- Click Save.