Follow the steps below to add a discount to a product in a quote, invoice, or sales order:
- Log in to the CRM.
- Click Main Menu.
- Go to the Inventory module.
- Add the product line item.
- In the Discount column, choose one of the following:
- Percentage – Enter a percentage
- Direct Amount – Enter a fixed discount amount.
- The discount is applied automatically and reflected in the total.
Note: The discount option is available at both line item and overall levels.