# Discount settings
## Important Note
Before creating a discount, you must follow these instructions to ensure the discount is displayed correctly.
### **Note 1: Ensure that the Quote Form is set up correctly**
From your Quote Snap app > Quote Form Builder > Step 2: Contact info > Product list > Check the **Product Price box** > Save
### **Note 2: Ensure that your Auto-Response & Admin Email are set up correctly**
From your Quote Snap app > Others > Email notifications **(Please make sure that you have connected your email successfully)**
* If you activate **Auto-response** Email:
* Go to the **'Quote info'**
* If you choose the **'Similar to Contact Form'** option for Product Display > Check **Show Total** and **Show Subtotal boxes** > Save
* If you choose the **'Different from Contact form'** option for Product Display > Check the **Show Unit Price, Show Total**, and **Show Subtotal boxes** > Save
* If you activate **Admin** Email:
* Go to the **'Quote info'**
* If you choose the **'Similar to Contact Form'** option for Product Display > Check **Show Total** and **Show Subtotal boxes** > Save
* If you choose the **'Different from Contact Form'** option for Product Display > Check the **Show Unit Price, Show Total**, and **Show Subtotal boxes** > Save
## Start creating a discount
To start creating a discount, you click the **Add Discount button** below:
## 1. General Information
This section defines the **basic information** of your discount, like discount title, reason for discount, and discount value. To start defining your discount's information, you can configure the following details:
### a. Discount title
To create the discount, enter your discount title (under 20 characters) in the Discount Title field to tell the customer what the discount is for.
You can **activate a discount or deactivate** it by setting the **Discount Status** using the dropdown:
* **Active** - the discount is activated
* **Inactive** - the discount is deactivated
{% hint style="warning" %}
Note: If you set an end date for your discount, your discount will be automatically deactivated on its end date.
{% endhint %}
### b. Reason for discount
In the **Reason For Discount field,** you can enter your discount reason (under 150 characters) to tell the customer why they got a discount
{% hint style="warning" %}
The reason for the discount will be visible to the customer in the PDF, email, and invoice.
{% endhint %}
### c. Discount value
When creating a discount, you have to **choose how the discount will be calculated**. You can select between the two options: **Fixed amount** and **Percentage**.
* By using the **Discount Value** dropdown, you can choose between two options:
* Fixed amount
* Percentage
{% hint style="info" %}
Tips: Choose the **Fixed amount** option if you want to deduct a specific currency amount from the price. Choose the **Percentage** option if you want the discount to scale with the order total.
{% endhint %}
* Typing the **discount amount** based on the discount value option that you have selected
*Example 1: To create a $100 discount, select the **'Fixed Amount'** option and enter **'100'** in the **'Discount Amount'** field.*
*Example 2: To create a 10% discount, select the **'Percentage'** option and enter **'10'** in the **'Discount Amount'** field.*
{% hint style="info" %}
If multiple discounts are applied to the same line item, the system will automatically **select the discount with the highest value**
{% endhint %}
## 2. Discount Visibility
{% hint style="info" %}
Note: This discount always displays in the storefront.
{% endhint %}
You can set up **where to show the discount** by ticking the box for the preferred display visibility (you can select multiple visibilities):
* Display discount reason on the **Draft Order**
* Display discount reason on the **Email**
* Display discount reason on the **Invoice PDF**
* Display discount reason on the **PDF**
## 3. Schedule
In the **Schedule section**, you can choose **when** the discount should begin and optionally, when it should end by following these four steps:
**Steps:**
1. Select your **timezone**
2. Choose your **Start Date** and **Start Time**
3. \[Optional] If you want to have an **End Date,** you can tick the **Enable End Date Box** and **edit the End Date and End Time**
{% hint style="danger" %}
Note: End Date must be a date & time after Start Date
{% endhint %}
4. Click **Save**
## 4. Discount condition setting
### a. What rule will be applied?
You can choose whether to apply the discount using the **Line item discount** rule or the **Quote discount** rule
* **Line item discount:**
* If you want to apply a discount to a single product, you can choose the Line item discount option
* **Quote discount:**
* If your customer submits a quote containing multiple products, you can use the Quote discount rule to apply a discount to all products in the request, instead of creating individual discounts for each item
#### Line item discount
If you choose the Line item discount, you can select 2 options on which product you want to apply:
* All products
* Specific products
{% hint style="danger" %}
If you have many discounts on the same line item, the system will **prioritise the discounts** with the rule that applies to **'Specific products'** rather than **'All products'**
{% endhint %}
#### Quote discount
If you choose the Quote discount, you can select **3 options (All quotes, Quote amount, Quote quantity)** on which product you want to apply:
* All quotes
* Quote amount:
This means that the discount will be applied if **the subtotal of the submitted quote** is greater than or less than the specified input value
* For the quote amount, you will have two selections: **Greater than** and **Less than**
*Example: To apply a discount to a submitted quote with a quote amount greater than 10, enter '10' in the field next to the 'Greater than' option*
* Total quantity:
This means that the discount will be applied if **the total quantity of all products submitted in the quote** is greater than or less than the specified input value
* For the total quantity, you will have two selections: **Greater than** and **Less than**
*Example: To apply a discount to a submitted quote with a total quantity greater than 10, enter '10' in the field next to the 'Greater than' option*
### b. Who will be eligible to apply?
You can select what type of customers are eligible to receive the applied discount.
* All logged-in customers
* Other
* If you select **Other**, you will have 2 options, which are **Customer type** and **Customer tag**
* For **Customer type**, you can **only** select the DTC option if you run a DTC store. However, if you operate a B2B store, you can choose both DTC and B2B options
* For **Customer tag**, you can select 2 options between: **'Has not tag'** and '**Has tag'**
### c. Maximum discount usage limit
You can control **how often** the discount can be used by selecting these two options: '**One-time uses'** and '**Always, depending on the discount period'**
* One-time uses
* The discount can only be applied **once per customer**.
* Always, depending on the discount period
* The discount can be used **as many times as needed**, but only during the set time frame.
## 5. Edit a discount
You can **edit a discount** by following these steps:
**Steps:**
1. From your Quote Snap app, go to **Discount settings**
2. Click the **Pencil Button** of the discount that you want to edit.
3. Edit the discount's settings.
4. Click **Save**.
## 6. Delete a discount
You can permanently delete a discount to remove it from the Discounts list in 2 different ways by following these steps
### a. Delete a discount
**Option 1: Use the Trash Button**
1. From our Quote Snap app, go to **Discount settings**
2. Click the **Trash Button** of the discount that you want to delete.
3. When the pop-up appears, click the **Delete Button** of the **pop-up**
**Option 2: Use the Delete Button**
1. From our Quote Snap app, go to **Discount settings**
2. Click the **discount** that you want to delete.
3. Click the **Delete** button shown under the Discount list.
4. When the pop-up appears, click the **Delete** button of the pop-up
### b. Delete multiple discounts
You can permanently delete multiple discounts from the Discounts list in two ways: either by selecting the 'Select All' box or by selecting individual checkboxes for the discounts you want to delete.
*Example: You want to delete all the discounts, you can click on this box*
*Then you can press the button **'Delete'***
*Example: You want to delete specific discounts, simply check the boxes next to the discounts you wish to remove*
*Then you can press the button **'Delete'***
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