This video and article will guide you through creating Sales Package Discounts at the Corporate level.
Navigate to Setup > Sales & Metrics > Package Discounts.
Click on New Package Discount.
A window will appear showing the 4 steps needed to complete the process.
Step 1 - General Information
Discount Name (required) - Type the name of your discount
Promo Code (required) - Type the code used to redeem this discount
Available Starting (required) - When this promotional discount begins
Available Until - This is optional although you have the option to have a specific date that this discount expires and can no longer be used.
Step 2 - Groups
Choose what group or groups can utilize this discount by selecting Yes to the right of the desired group.
Step 3 - Packages
Select what sales packages can use this discount by selecting Yes to the right of the desired package or packages.
You can search by package name, scroll through all available packages or filter your packages by package type: Membership, Membership Add-On or Service (PT).
Step 4 - The Discount
Monthly Package Price Discount - Your discount can either be a percent discount (% Off: such as 5% off), a set dollar amount discount ($ Off: such as $5 off) or you can Override
Amount To Be (For example: with this discount, the selected sales package could be $20. Opposed to the set price of $35)
Setup Fees - If there is a setup fee tied to one of the packages that was selected for this discount, you have the ability to apply a discount to that setup fee. Selecting the Setup Fee > Add Fee > Select the type of discount being applied (% Off, $ Off or Override amount to be) > Save.
Applying A Package Discount
The image shows what you will see when applying this discount during Step 1 of the Write Up Agreement process. From the Opportunity Setup option, choose from the dropdown Select Package Discount or Enter Promo Code. Click Apply Discount. The discount will automatically display.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Corporate - General: Can access corporate setup