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Discounts in Qwoty reduce prices on specific products or on the whole order, or give free units with a Buy X get Y offer. You define each discount once, then control where it is available with conditions, linked resources, and dates. This guide covers how to create a discount in the catalog. To apply a discount by hand while editing a quote, see Apply a discount.

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Prerequisites

  • A role with write access to Discount (the menu item is hidden otherwise)
  • Products in your catalog

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Access the discount configuration

Go to Products & pricing › Discount in the left side menu.

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Discount types

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Create a discount

1

Choose the type

Click New discount. In the New discount dialog, select the discount type and click Continue.
2

Fill in general information

In General Information, enter a Name (for example, Q1 Volume Discount), an optional Reference and Description, and optional Start Date and End Date for time-limited offers.
3

Set the discount value

For Amount off products and Amount off order, fill in the Discount Value section:
  • Value Type: Percentage or Fixed Amount
  • Percentage: the percentage off (for example, 10 for 10%)
  • Fixed Amount and Currency: the amount off and its currency
For Buy X get Y, there is no discount value: you set Customer buys and Customer gets instead. See Configure Buy X get Y.
4

Define conditions

In Conditions, set the Attribute, Operator, and Values of each condition. Click Add condition to add more. Conditions are combined with AND.Available attributes depend on the type:
  • Amount off products: Product, Product Category, Product Catalog, Product Type, Billing Frequency (operators Equal and Not equal)
  • Amount off order: Total, Payment Conditions, Payment Methods
5

Link to templates, customers, or segments (optional)

In Linked Resources, restrict the discount to specific Templates, Customers, or Customer Segments. If you link resources, only those will be available when creating a quote.
6

Set the status and save

Set Status to Active, check the API Name in Identifiers, and click Save.
The Discount used in section lists the customers, customer segments, and templates that use the discount.

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What happens next

The discount is available on quotes that match its linked resources and dates. Discounts don’t trigger an approval by themselves: to require approval above a discount level, create an approval rule with the Discount attribute and attach it to your template. See Create an approval workflow.

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Troubleshooting

Check that the discount is Active, that today is between its Start Date and End Date, and that the quote’s template, customer, or segment is in its Linked Resources (if any are set).
Discounts never trigger approval on their own. Add an approval rule with a Discount condition and select it in the template’s Governance › Approval workflow.
Review the Conditions. All conditions must match (AND). Use Product Category or Product Catalog to target a group of products.
A category used as a condition in a discount can’t be deleted. Remove it from the discount conditions first.

Configure Buy X get Y

Give free units when a customer buys a quantity

Apply a discount on a quote

Add line or global discounts in the quote editor

Approval workflows

Require approval above a discount threshold

Create a pricebook

Manage the base prices that discounts apply to
Last modified on October 27, 2026