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Introduction

You have the possibility to automatically request special conditions that you agree with your customers in the quote editor. These can be, for example, discounts that the respective customer receives from a certain purchase quantity, annual agreements or also the agency discount which is generally granted to this customer group. The use of a so-called Discount Matrix saves you the tedious lookup of the associated conditions and prevents errors.

You can find more details to the creation and systematics of discount rules in the section Discount Rules - Discount Matrix.

Using the Discount Matrix in the quote Lightning Editor

The discount matrix is stored in the editor at the sum discount or price discount element. It is recommended to save this already in the quote template.

You can tell if a discount is already assigned a specific discount type directly from the label of the quote item. If you switch to column editing, you will also see possible conditions for discount allocation to this account.

Display in editor	Meaning
Image RemovedImage Added	The label displays the discount type assigned to the sum discount, in this case the "Product discount" discount type.
	The notice text provides information about the discount limit and the minimum amount from which the rule takes effect.
	You can overwrite the discount amount as you wish until the limit is reached.
Image RemovedImage Added	The reset function cancels a manual change of the discount rule and goes back to the initial value.