ABSS CRM · Settings
Discounts
Discounts is one short form. It turns discounts on for the whole company and sets whether a discount is entered on each item line or once on the document total. It is not a list of discount codes, and it does not set a default percentage.
- Who it's for
- Admins who decide how discounts are given on quotations and sales orders
- Where to find it
- SettingsDiscounts
- What you need
- The Admin role to save a change
Discounts walkthrough
Coming soon
What you can do here
- Turn discounts on or off for the whole company.
- Choose whether a discount is entered on each item line or once on the document total.
- Use the same choice on quotations and sales orders.
- Change the choice later, and decide on each older document whether it follows the new one.
Before you start
- Where the screen is
- Open Settings with the gear icon at the top of the screen. Then choose Discounts under Setup & Configurations, either on the All settings page or in the menu on the left. Close takes you back to the Dashboard.
- The Admin role
- Everyone who can open Settings can see this screen, but only an admin can save a change. Anyone else is told that only admin users can modify system settings.
- A decision on the discount level
- The company uses one level at a time: Item Level or Transaction Level. Decide which one suits the way you give discounts.
Turn discounts on
Two choices and a save. The setting applies to the whole company straight away.
Open Discounts
Go to Settings → Discounts. The screen is titled Discount Configuration, with the line Configure Discount for the company.
Tick Enable Discount for the company
The Discount Applies On field appears once the box is ticked.
Pick Discount Applies On
Choose Item Level or Transaction Level. The field is required, so CRM will not save without it.
Choose Save Configuration
New quotations and sales orders follow the setting from now on.
See what each level changes on a document
The level you pick decides where people enter a discount when they fill in a quotation or a sales order.
| Discount Applies On | What it changes | On which documents |
|---|---|---|
| Item Level | A Disc. column on every item line. Each line takes its own discount, as a percentage or an amount. | Quotations and sales orders. |
| Transaction Level | A Discount row in the totals, under Sub Total. One discount for the whole document, as a percentage or an amount. | Quotations and sales orders. |
| Discounts turned off | No discount field. New documents are saved without a discount. | Quotations and sales orders. |
For the fields on the documents themselves, see Quotations and Sales Orders.
Change the level or turn discounts off
You can come back and change the setting at any time.
- Switch between the two levels
- Pick the other option in Discount Applies On and choose Save Configuration. New documents use the new level.
- Turn discounts off
- Untick Enable Discount for the company. The Discount Applies On field disappears and its value is cleared, so you pick the level again if you turn discounts back on. Choose Save Configuration to finish.
- Documents you already saved
- A quotation or sales order keeps the level it was saved with. When you edit one after the setting has changed, CRM shows Discount config has changed with the previous and the new level. Choose Apply New Discount Config to move the document to the current setting, or Keep Existing Discount Config to leave it as it was.
Note: Changing the setting never rewrites a saved document on its own. Each older quotation or sales order changes only when someone edits it and chooses Apply New Discount Config.
Rules to know
The rules behind this screen, in one place.
| Topic | Rule |
|---|---|
| Who can save | Only an admin. The screen title is Discount Configuration. |
| One level for the company | Discount Applies On is Item Level or Transaction Level, never both. It is required while discounts are turned on. Without it CRM shows: Please select what the discount applies to. |
| No default percentage | This screen only decides whether documents can take a discount and at which level. You type the discount itself on each quotation or sales order. |
| Not a list of discount codes | There are no codes, names or offers to manage here. The screen is one tick box and one choice. |
| Documents already saved | They keep the level they were saved with until you edit them and choose Apply New Discount Config. |
| Orders made from a quotation | A sales order converted from a quotation takes the quotation's discount, and it cannot be changed on the order. |
| ABSS Books | If your company also uses ABSS Books, this is the same setting as Settings → Discounts in Books. A change made in either product applies to both. |
| View-only mode | While your subscription payment is overdue and CRM is view-only, the fields and Save Configuration are greyed out. |