Selling

🛍️ How to Apply Discounts When Selling Products

Learn how to offer discounts during the sales process, including adjusting product settings and tracking discounts.



1. 🎯 When to Apply a Discount

You can apply a discount directly during the sales process if you wish to:

  • Offer a special price to a specific customer.
  • Adjust the price due to prior usage or system migration.
  • Provide a promotional or goodwill discount.

2. 🛠️ How to Apply a Discount Step by Step

2.1. Select the Product

 2.2. Click the Green Pencil Icon ✏️

  •  This opens a pop-up window where you can customise the product for this specific sale.

2.3. Edit the Product Settings

In the pop-up window, you can:

  • Apply a discount by entering a percentage (e.g. 50%) or a fixed amount (e.g. -50 EUR).
 

💡 Tip: To offer a product for free, we recommend using the 100% discount button instead of changing the selling price — this ensures the original product value remains visible for reporting and tracking purposes.

  • Change the number of credits (e.g. if the customer already used some in your old system).
  • Modify the validity period if needed.

 2.4. Enter a Reason for the Discount

  • Entering a reason is mandatory and helps ensure transparency for future reference.
  • While the reason is not visible directly in the Manager, it is securely stored in our system.
    If you ever need to access this information, our Support Team will be happy to provide it.

2.5. Click Save

  • All your changes will be applied to this specific transaction.

2.6. Complete the Sale


🧾 3. Track Discounts on Invoices

After completing the sale, you can recognise discounted invoices easily:

  • A yellow discount symbol will appear next to the invoice in the overview.

  • This indicates that a discount was applied during the sale.