Discount Records and Add-ons

Welcome to this video on managing discount records in the operations portal. In this tutorial, we'll explore how to create, modify, and apply automatic discounts and add-on charges to your quotes and orders. Whether you're looking to offer percentage-based discounts, fixed dollar amounts, or additional charges, this feature provides a streamlined way to handle pricing adjustments for your customers. Let's dive into how you can effectively use this powerful tool to enhance your pricing management capabilities.