Discounts & Coupon Programs

Discounts & Promotions

Per-Line Discounts

Enabled in Settings → "Discounts". Each order line shows a Discount (%) field. A Global Discount button appears in order header.

Discount Limits by Role

Coupon & Promotion Programs

Go to Sales > Configuration > Coupon Programs.

Program Types

• Promotion Program - Auto-applied when conditions met. No code needed (e.g. spend + get 10% off).
• Coupon Program - Requires promo code at checkout or backend (e.g. SUMMER20).
• Loyalty Program - Earn points per purchase, redeem later. Points have expiry.

Creating a Coupon Program

1. Name: "Summer Sale 2026". Program Type: Coupon Program.
2. Reward Type: Discount %, Fixed Amount, Free Shipping, or BOGO.
3. Minimum Order Amount (e.g. ).
4. Validity Period: start/end dates.
5. Generate Codes: one-time per customer, multiple-use, or specific count.
6. Save.

Applying Coupons

On quotation/order, click Coupon button → enter code → validated and applied. Discount appears as separate line.

Troubleshooting

• Coupon not applying - Check active, within dates, minimum amount met.
• Code not found - Case-sensitive. Verify exact code and program is active.
• Discount not on PDF - Verify coupon's discount product is configured in Accounting.