Setting up Programs using the Discount Program method:

  • Browse to the Programs Tab
  • Click "New"
  • Enter a Name, such as "Term Discount" if you are creating a Term discount program.
  • Click "Save"


NOTE: As of FALL 2017, only Term Discount Types and Flat Schedules are available.



Once the Program is saved, click "Edit". This will allow you to create the Schedule criteria and add relevant products.


Click the "Add Schedule"  button to create the criteria for each discount level. Click "Add Product" to select the products this Discount Program will apply to.



If you are ready to activate this program, toggle the Active checkbox and don't forget to click "Save" when complete.


If Term Programs are active and the Term column is enabled in your line editor, you will now see a Term Discount column. Any products that are added with the Program enabled, will automatically receive this discount.




NOTE: If products that have had a program applied to them are added on with a co-termed contract even if the term of the add-on is less than the discount threshold, they will also have the term discount applied automatically during the add-on process.


For Example: A term discount of 10% is applied to an initial transaction where the term was 36 months. A Customer add-ons on the same product 18 months into the term and the add-on term is 18 months, the same 10% will be applied to the line.


Term Discounts do not apply to the per unit price, but are calculated as part of the TCV, Total Price and CARR.