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.
Adding a New Discount
To create a new promotion, select Add Discount from the Discount page. The setup process is completed in guided steps.
Step 1: Information
Enter the basic discount details:
Discount Name – the internal discount name
Discount Code – the code customers will use
Start Date – when the discount begins
Expiration Date – when the discount ends
Discount Type – select Flat Amount or Percentage-based discounts
Discount Percentage/Amount – Dollar Amount or Percentage applied to eligible quotes; discounts are applied to the Gross Amount less Material, Hardware, and Outside Processing Operation Costs
Operation Threshold (Hours) – Minimum operation hours required for the discount to apply
Step 2: Operation Selection
Select which operations you want to include and exclude in the discount promotion. This will create a filtered list of parts that meet the criteria. Only included operations will be evaluated against the threshold. After dragging and dropping your operations, make sure to select your customers below.
Step 3: Customer Selection
Once parts are filtered by operations, you can select customers you want to receive the promotion. Only the selected customers will be eligible to use the discount code. Click Next Step to continue.
Step 4: 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.
Customer Notification
Customers will receive both an email and in-app notification regarding the promotion. The notification with include the discount code and list of eligible parts with an action button to order, an example is below.
Editing an Existing Discount
Select Edit 
from the Actions column to update an existing discount. From the Update Discount screen, vendors can modify only the discount settings and not the customer/part list.
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 criteria
The operation hours have not exceeded the defined threshold
This ensures promotions are applied consistently and according to your pricing strategy.