Setting a Discount to Apply to a Service Plan
To make a discount applicable to a service plan:
- Open Products > Marketing > Discounts. The list of available discounts (if any) appears on the screen.
- Select a discount which you want to make applicable to a service plan by clicking on the respective link in the Name column. Discount properties appear on the screen.
- Proceed to the Discounted Plans tab. The list of discounted service plans (if any) appears on the screen.
- Click Add New Discounted Plan. The adding service plan to discount dialog starts.
- Mark service plans you want to be discounted by selecting respective check boxes.
- Click Add Selected Plan(s) to add selected service plans to discount.
Note: Adding a plan to the Discounted Plans tab does not add a discount for the plan's resource rates. It is only possible to add a discount to a resource in all plan or in a certain service plan. For details, refer to the Setting a Discount to Apply to a Resource and Setting a Discount to Apply to a Resource Rate sections.