How to create and manage pricing and discount rules

1. 1
   Step 1:

   Open Pricing and discount rules and click New pricing rule.

   

2. 2
   Step 2:

   Enter the Rule name and choose the Discount type: percentage or fixed amount, along with the value. In Limits, set the maximum discount, the priority, and how many times it can be used; in Validity, set the start and end dates.

   

3. 3
   Step 3:

   In Application conditions, specify when the discount applies: minimum deal value, lead score, item quantity, tags, categories, and Purchase history. Turn on Requires manager approval if it shouldn't apply automatically. Click Save rule.

   

4. 4
   Step 4:

   The rule appears in Pricing rules. There, turn it on or off with the toggle and use the row buttons to edit or delete it.

   

5. 5
   Step 5:

   On the Approval queue tab you'll find discount requests that need manager review. Open the request and approve or deny it; the response goes back to the conversation automatically.

   

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