Discount Pricing: Editing a Discount

How Do I?Click to expand/collapse topic list | Discount Pricing Overview

 

(Free & Basic) Your ability to edit a discount is limited to the manual discount name. Read  What's important about discount names?Click to display a popup topic

 All other editing capabilities discussed in this topic apply to Pro users.

You can edit a discount at anytime. Your changes go into effect immediately after saving your changes (subject to any discount schedule).

To edit a discount:

  1. AccessClick to display a popup topic your Discount Pricing list.

  2. Locate and double-click the discount record you wish to edit or, from the toolbar, click Edit Discount.

The Edit Discount wizard is opened, with the same options as when you originally added the discount.

  1. Navigate through the wizard, making changes as necessary (some changes require that the discount be active before editing). Select a link for more information:

Change automatic discount type and options Click to expand/collapse topic list

Change the discount schedule Click to expand/collapse topic list

Add or remove discount items Click to expand/collapse topic list

Deleting a discount Click to expand/collapse topic list

You can also edit the discount name and notes, or print tags (tags only available for automatic discounts).

 

Notes: