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How to set a maximum sales discount percentage for each sales rep?

Gigi Nguyen avatar
Written by Gigi Nguyen
Updated over a month ago

Step 1:

In Company Settings, click on 'User Management' and select the user you want to set the discount limitation for.

Step 2:

In the maximum sales discount percentage field, enter a value below 100%.

Step 3:

Click 'Save' and wait approximately 5 minutes for the system to process.

Note:

When you set a maximum discount percentage for a specific sales rep, they will only be allowed to apply discounts by percentage—fixed pricing or markups won’t be permitted.

They also won’t be able to exceed the set discount limit.

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