The maximum discount feature allows you to control the discounts your sales reps can offer to customers, ensuring that discounts align with your pricing policies and protecting your profit margins. You can set a maximum discount for each user (both admin and rep users) to maintain consistency across orders and quotes.
You can manage the maximum allowed discount per user (admin and rep users) in the web console by following these steps:
- Log in to the Onsight web console at https://sales.onsightapp.com.
- Click ‘Settings’ from the left-hand side menu.
- Click on the ‘Users’ menu item.
- Find the user for whom you want to set a maximum allowed product discount.
- Click on their name then click on ‘Edit’.
- On the ‘Edit User’ screen, scroll to the ‘Maximum Discount %’ field.
- Add the maximum discount you want to allow this user to give to customers.
- Click on ‘Save’ to save your settings.
Some tips:
- Enter 0 (zero) in this field if you do not want your user to give any discount.
- Enter 100 or leave this field empty to allow the user to give any discount. This is the default setting.
Important information:
- If a sales rep was previously allowed to give a 20% discount but you recently lowered the maximum discount to 10%, the new discount will apply even when modifying or approving an order/quote. This means prices will change when modifying an order/quote or approving a quote.
- If two sales reps work on the same order but one can give a 20% discount while the other can only give 10%, the maximum discount of the rep who creates the order will apply during the order creation and then later when the other rep edits the order, their maximum discount will apply during the edit.
- If you use customer group discounts, note that the maximum allowed discount per user will take precedence. If the customer group discount exceeds the user’s maximum allowed discount, the discount will be adjusted to the user’s maximum allowed discount and not the customer group discount.