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# Cost management: Discount settings

Offer discounts on your order


# Important Note

Before creating a discount, you must follow these instructions to ensure the discount is displayed correctly.


### Note 1: Ensure that the Quote Form is set up correctly

From your Quote Snap app > Quote Form Builder > Step 2: Contact info > Product list > Check the **Product Price box** > Save

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_9zvn5x.png)
### Note 2: Ensure that your Auto-Response & Admin Email are set up correctly

From your Quote Snap app > Others > Email notifications **(Please make sure that you have connected your email successfully)** 

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1wlynrn.png)
* If you activate **Auto-response** Email:
    * Go to the **'Quote info'**

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_10ks6bd.png)

    * If you choose the **'Similar to Contact Form'** option for Product Display > Check **Show Total** and **Show Subtotal boxes** > Save

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_whm2z6.png)

    *  If you choose the **'Different from Contact form'** option for Product Display > Check the **Show Unit Price, Show Total**, and **Show Subtotal boxes** > Save

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_jheraf.png)

* If you activate **Admin** Email:
    * Go to the **'Quote info'**

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_vtqtlt.png)

    * If you choose the **'Similar to Contact Form'** option for Product Display > Check **Show Total** and **Show Subtotal boxes** > Save

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_iq6bkf.png)

    * If you choose the **'Different from Contact Form'** option for Product Display > Check the **Show Unit Price, Show Total**, and **Show Subtotal boxes** > Save

### 
![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_14uh1rh.png)

# Start creating a discount

To start creating a discount, you click the **Add Discount button** below:

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1t4vy3i.png)
### 1. General Information

### 
This section defines the **basic information** of your discount, like discount title, reason for discount, and discount value. To start defining your discount's information, you can configure the following details:

### a. Discount title

To create the discount, enter your discount title (under 20 characters) in the Discount Title field to tell the customer what the discount is for.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_kechp3.png)
You can **activate a discount or deactivate** it by setting the **Discount Status** using the dropdown:
* **Active** - the discount is activated
* **Inactive** - the discount is deactivated

|| Note: If you set an end date for your discount, your discount will be automatically deactivated on its end date.


![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_17ahbks.png)
### b. Reason for discount

### 
In the **Reason For Discount field,** you can enter your discount reason (under 150 characters) to tell the customer why they got a discount


![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_vluarv.png)
### c. Discount value

### 
When creating a discount, you have to **choose how the discount will be calculated**. You can select between the two options: **Fixed amount** and **Percentage**.

* By using the **Discount Value** dropdown, you can choose between two options:
    * **** Fixed amount
    *  Percentage

| Tips: Choose the **Fixed amount** option if you want to deduct a specific currency amount from the price. Choose the **Percentage** option if you want the discount to scale with the order total.


![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_qka9j7.png)
* Typing the **discount amount** based on the discount value option that you have selected

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_r66ve8.png)

*Example 1: To create a $100 discount, select the **'Fixed Amount'** option and enter **'100'** in the **'Discount Amount'** field.*

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1b0o9ve.png)

*Example 2: To create a 10% discount, select the **'Percentage'** option and enter **'10'** in the **'Discount Amount'** field.*

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1bh687t.png)
| If multiple discounts are applied to the same line item, the system will automatically **select the discount with the highest value**

# 2. Discount Visibility

You can set up **where to show the discount** by ticking the box for the preferred display visibility (you can select multiple visibilities):

* Display discount reason on the **Draft Order**
* Display discount reason on the **Email**
* Display discount reason on the **Invoice PDF**
* Display discount reason on the **PDF**

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_19dmkba.png)
# 3. Schedule

In the **Schedule section**, you can choose **when** the discount should begin and optionally, when it should end by following these four steps:

**Steps:**
1. Select your **timezone**

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1bd1aa4.png)
2. Choose your **Start Date** and **Start Time**

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_wgo4pv.png)
3. [Optional] If you want to have an **End Date,** you can tick the **Enable End Date Box** and **edit the End Date and End Time**
||| Note: End Date must be a date & time after Start Date


![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1k6dq6r.png)
4. Click **Save**

# 4. Discount condition setting

### a. What rule will be applied?

You can choose whether to apply the discount using the **Line item discount** rule or the **Quote discount** rule

* **Line item discount:** 
    * If you want to apply a discount to a single product, you can choose the Line item discount option
* **Quote discount:** 
    * If your customer submits a quote containing multiple products, you can use the Quote discount rule to apply a discount to all products in the request, instead of creating individual discounts for each item

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1dceeec.png)
### Line item discount

### 
If you choose the Line item discount, you can select 2 options on which product you want to apply:

* All products
* Specific products

||| If you have many discounts on the same line item, the system will prioritise the discounts with the rule that applies to 'Specific products' rather than 'All products'

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_95dmf3.png)
### Quote discount

If you choose the Quote discount, you can select **3 options (All quotes, Quote amount, Quote quantity)** on which product you want to apply:

* All quotes
* Quote amount: 

This means that the discount will be applied if **the subtotal of the submitted quote** is greater than or less than the specified input value

* For the quote amount, you will have two selections: **Greater than** and **Less than**

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1abj2kt.png)

*Example: To apply a discount to a submitted quote with a quote amount greater than 10, enter '10' in the field next to the 'Greater than' option*

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_gagb5z.png)

* Total quantity: 

This means that the discount will be applied if **the total quantity of all products submitted in the quote** is greater than or less than the specified input value

* For the total quantity, you will have two selections: **Greater than** and **Less than**

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_g7y9tl.png)

*Example: To apply a discount to a submitted quote with a total quantity greater than 10, enter '10' in the field next to the 'Greater than' option*


![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_14ijbae.png)
### b. Who will be eligible to apply?

You can select what type of customers are eligible to receive the applied discount.

* All logged-in customers
* Other 
    * For **Customer tag**, you can select 2 options between: **'Has not tag'** and '**Has tag'**

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_6dm8fe.png)
    * For **Customer type**, you can select 2 options between: **'DTC'** and '**B2B'**
![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_300vp0.png)
### c. Maximum discount usage limit

You can control **how often** the discount can be used by selecting these two options: '**One-time uses'** and '**Always, depending on the discount period'**

* One-time uses: The discount can only be applied **once per customer**.
* Always, depending on the discount period: The discount can be used **as many times as needed**, but only during the set time frame.

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1xnnxpf.png)
# 5. Edit a discount

You can **edit a discount** by following these steps:

**Steps:**

1. From your Quote Snap app, go to **Discount settings**
2. Click the **Pencil Button** of the discount that you want to edit.
3. Edit the discount's settings.
4. Click **Save**.


![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_z6duox.png)
# 6. Delete a discount

You can permanently delete a discount to remove it from the Discounts list in 2 different ways by following these steps


### a. Delete a discount

**Option 1: Use the Trash Button**

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_flucu1.png)
1. From our Quote Snap app, go to **Discount settings**
2. Click the **Trash Button** of the discount that you want to delete.
3. When the pop-up appears, click the **Delete Button** of the **pop-up**

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_1ibv5bp.png)

**Option 2: Use the Delete Button**

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_ocrhnh.png)
1. From our Quote Snap app, go to **Discount settings**
2. Click the **discount** that you want to delete.
3. Click the **Delete** button shown under the Discount list.
4. When the pop-up appears, click the **Delete** button of the pop-up

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_15spd9q.png)
### b. Delete multiple discounts

You can permanently delete multiple discounts from the Discounts list in two ways: either by selecting the 'Select All' box or by selecting individual checkboxes for the discounts you want to delete.

*Example: You want to delete all the discounts, you can click on this box*

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_ounr98.png)
*Then you can press the button **'Delete'***

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_bvq2qs.png)
*Example: You want to delete specific discounts, simply check the boxes next to the discounts you wish to remove*

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_263bw8.png)
*Then you can press the button **'Delete'***

![](https://storage.crisp.chat/users/helpdesk/website/-/8/3/8/3/8383e5404a31c000/image_usqg5k.png)


### 
[](https://docs.quotesnap.net/main-features/discount-settings#a.-discount-title)