Discount Dashboard Overview 
Navigate to Discount Management to view all existing discounts and promotions.
This page provides a searchable, sortable list of discount codes.
The dashboard displays:
Discount Name – Internal name used for identification
Discount Code – Code applied to quotes
Start Date – When the discount becomes active
Expiration Date – When the discount expires
Status – Active or inactive
Use the search bar to quickly locate a discount by name or code. Pagination controls allow you to manage longer lists.
Editing an Existing Discount
Select Edit 
from the Actions column to update an existing discount. From the Update Discount screen, vendors can modify all discount settings.
Discount Information
Discount Name – Update the internal discount name
Discount Code – Edit the code customers will use
Start Date – Adjust when the discount begins
Expiration Date – Adjust when the discount ends
Discount Type – Percentage-based discounts
Discount Percentage – Percentage applied to eligible quotes
Operation Threshold (Hours) – Minimum operation hours required for the discount to apply
Operations
Select which operations the discount applies to. Only included operations will receive the discount when threshold requirements are met.
Customers
Assign the discount to specific customers. Only selected customers will be eligible to use the discount code.
Select Update to save changes or Cancel to discard them.
Adding a New Discount
To create a new promotion, select Add Discount from the Discount Management page. The setup process is completed in guided steps.
Step 1: Information
Enter the basic discount details:
Discount Name – Internal reference name
Discount Code – Code customers will enter
Start Date – Discount start date
Expiration Date – Discount end date
Discount Type – Percentage
Discount Percentage – Discount value
Operation Threshold (Hours) – Minimum hours required for eligibility
Step 2: Operation Selection
Choose which operations the discount applies to. Only selected operations will be evaluated against the threshold. After dragging and dropping your operations, make sure to select your customers below.
Step 3: Review
Review all discount settings, selected operations, and assigned customers. Confirm accuracy before saving.
Select Save & Notify Customers to continue or Cancel to exit without saving.
How Discounts Are Applied
Discounts are automatically applied to eligible quotes when:
The quote falls within the active date range
The customer is included in the discount
The selected operations meet or exceed the defined hour threshold
This ensures promotions are applied consistently and according to your pricing strategy.