How do I create discount rules?
Build reusable discount codes that apply to specific products, variants or categories on invoice lines.
Discount rules are reusable, coded discounts you set up once and then apply to invoice lines that use inventory products. Each rule can be a percentage or a fixed amount, can run for a limited time, and can be targeted at specific products, variants or categories.
Create a discount
Discounts live under Inventory → Discounts and are created in the Discount drawer.
- Go to Inventory → Discounts and open the new-discount drawer.
- Enter a Code (required, up to 50 characters — it is stored in uppercase).
- Enter a Name (required, up to 200 characters) and an optional Description (up to 2000 characters).
- Choose a Discount kind — Percent or Amount.
- Enter the Discount value (must be zero or greater).
- Optionally set Valid from and Valid to dates to limit when the discount applies.
- Set Active on or off.
- Add any Targets (see below).
- Save the discount.
Targets
A discount can have zero or more targets, which decide what it applies to. Each target points at one of:
- A category
- A product
- A variant
Discount rules surface on inventory-linked invoice lines. When you add a product to an invoice line and pick a discount rule, the rule's discount is applied to that line.
Using a discount on an invoice
On the Line items step of the invoice wizard, add a product with the Inventory button, then choose a discount rule for that line. The rule fills in the discount for you.
This is different from ad-hoc line discounts (a one-off Disc. amount or Disc. % you type directly on a line) and from the invoice-level discount set later in the wizard. Discount rules are the reusable, coded option managed here in Inventory.