Multiple Discounts

Second CRM allowed you to manage multiple discount based on roles, discount level, discount type and criteria.

To manage multiple discount:
  1. Click on the    icon on the top right of the page.
  2. Click Other Settings > Manage Discounts on the left sidebar and your screen should appear as below:

    manage discount

  3. Click on + Add Record to add new discount as shown below:

    add discount

  4. Then, a popup will appear and may choose existing discount from dropdown list or create new one by key in the discount title.

    discount setting

  5. Then, choose the discount level, type and criteria and you may choose which roles this discount belong to. Only the selected role can use this discount when creating business document such as quotes or invoices.
  6. Once done, click save.

Second CRM is an award winning business automation solution, designed to make medium to large corporations more productive, by automating their business operations, using Internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.