> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure discounts

> Add percentage or fixed amount discounts to products, bundles, or entire quotes

Discounts in Qwoty allow you to reduce pricing at the product, bundle, or quote level. You can apply percentage-based or fixed amount discounts, set approval thresholds, and configure visibility rules for your sales team.

This guide covers how to create and configure discount rules within your catalog.

## Prerequisites

* Admin or Manager role
* An active Catalog with products configured
* A Pricebook assigned to the Catalog (optional, depending on your pricing setup)

## Access the discount configuration

Navigate to **Products & pricing** → **Discount** in the left side menu to access the discount management screen.

## Configure a discount rule

<Steps>
  <Step title="Create a new discount">
    Click **+ New** to open the **New discount** dialog.

    Select the discount type:

    * **Amount off products**: discount specific products or collections of products
    * **Amount off order (one off product only)**: discount the total order amount

    Click **Continue** to open the discount creation form. Enter a **Name** to identify the discount rule (e.g., `Q1 Volume Discount` or `Early Bird 10%`). Add an optional **Reference** for internal tracking.
  </Step>

  <Step title="Set the discount value">
    In the **Discount Value** section:

    * **Value Type**: Select **Percentage** (reduce price by a %) or a fixed amount option
    * **Percentage** (required when Percentage is selected): enter the percentage value (e.g., `10` for 10% off)
  </Step>

  <Step title="Define conditions">
    In the **Conditions** section, configure which products the discount applies to:

    * **Attribute**: choose the matching attribute (e.g., **Product**)
    * **Operator**: set the comparison operator (e.g., **Equal**)
    * **Values**: select the specific products

    Click **+ Add condition** to add more conditions.
  </Step>

  <Step title="Link to templates, customers, or segments (optional)">
    In the **Linked Resources** section, restrict the discount's availability:

    * **Templates**: only available on specific quote templates
    * **Customers**: only available for specific customers
    * **Customer Segments**: only available for specific customer segments

    Leave blank to make the discount available everywhere.
  </Step>

  <Step title="Set date range (optional)">
    Use the **Start Date** and **End Date** fields in **General Information** for seasonal or time-limited discounts.
  </Step>

  <Step title="Save the discount">
    Click **Save** at the top right to create the discount.

    The discount is now available for Sales Reps to apply when creating quotes.
  </Step>
</Steps>

## What happens next

Once configured, the discount appears in the discount selector when creating or editing quotes. If the discount requires approval and exceeds the threshold, the quote status changes to **Pending approval** and a Manager or Admin must review it before it can be published.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Discount not appearing in quote editor">
    Check that the discount is active and that the current date falls within any configured date range. Verify that your user role has permission to apply the discount.
  </Accordion>

  <Accordion title="Approval not triggered for large discounts">
    Confirm that the approval threshold is configured correctly and that the discount value exceeds the threshold. Check that at least one Manager or Admin user is assigned to the sales team.
  </Accordion>

  <Accordion title="Discount applying to wrong products">
    Review the discount scope settings. Ensure the correct products or bundles are selected if using product-level discounts. Quote-level discounts apply to all line items.
  </Accordion>
</AccordionGroup>

## Related resources

<CardGroup cols={2}>
  <Card title="Create a quote" icon="file-invoice" href="/user-guide/quotes/how-tos/create-quote">
    Learn how to apply discounts when building quotes
  </Card>

  <Card title="Approval workflows" icon="check-circle" href="/user-guide/workflows/introduction">
    Understand how discount approvals route to managers
  </Card>

  <Card title="Configure products" icon="box" href="/user-guide/catalog/how-tos/configure-discounts">
    Set up products before applying discounts
  </Card>

  <Card title="Set up pricebooks" icon="tags" href="/user-guide/catalog/how-tos/configure-discounts">
    Manage base pricing that discounts apply to
  </Card>
</CardGroup>