Setting a Discount to Apply to a Service Plan

To make a discount applicable to a service plan:

  1. Open Products > Marketing > Discounts. The list of available discounts (if any) appears on the screen.
  2. 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.
  3. Proceed to the Discounted Plans tab. The list of discounted service plans (if any) appears on the screen.
  4. Click Add New Discounted Plan. The adding service plan to discount dialog starts.
  5. Mark service plans you want to be discounted by selecting respective check boxes.
  6. 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.

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