Discount Pricing: Editing a Discount
How Do I? | 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?![]()
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:
Access
your Discount Pricing list.
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.
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
You can also edit the discount name and notes, or print tags (tags only available for automatic discounts).
Notes:
The discount record is date and time stamped for each edit. If you require program logins, the Last Modified By field on the discount record is automatically populated with the logged-in user's name (if not requiring logins, but have employees defined, you can select your name from the drop-down list).
Some edits require that a discount be active. How do I make a discount active or inactive