Sales Hub Tools

AJohnsson
Teilnehmer/-in

One-time discount for line items

lösung

Hi,

 

In the documentation it says we can add a one-time discount that applies to the order total, but this "button" doesn't exist in my environment (see attached screenshot). Has this option been removed?one-time discount.png

1 Akzeptierte Lösung
boydjk88
Lösung
Mitwirkender/Mitwirkende

One-time discount for line items

lösung

@AJohnsson Is your screenshot taken from the Line Items tool? If so, I don't believe one-time discounts can be added there. However, once you go to build a quote, you should be able to add your one-time discount there.

 

2023-10-31 22_46_25-Test Deal - Jackson.png

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
4 Antworten
boydjk88
Lösung
Mitwirkender/Mitwirkende

One-time discount for line items

lösung

@AJohnsson Is your screenshot taken from the Line Items tool? If so, I don't believe one-time discounts can be added there. However, once you go to build a quote, you should be able to add your one-time discount there.

 

2023-10-31 22_46_25-Test Deal - Jackson.png

0 Upvotes
AJohnsson
Teilnehmer/-in

One-time discount for line items

lösung

Thank you! I was indeed trying to do it from the line items tool. When I clicked through the quote the discount button showed up just like you said.

0 Upvotes
Jigar_Thakker
Autorität | Diamond Partner
Autorität | Diamond Partner

One-time discount for line items

lösung

Hey @AJohnsson 

 

Have you enabled the discount codes on your portal?

 

Let me know if you have any follow-up questions.

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

0 Upvotes
rachel79
Teilnehmer/-in

One-time discount for line items

lösung

Hi Jigar,

I'm having a similar problem as the above user.  I understand you can offer a one-time discount via Quote, but this doesn't affect the deal amount.  How do I get the deal to reflect the updated amount when I give a global $ discount in the quote?

Thanks!

Rachel

0 Upvotes