You can create an unlimited number of Discounts on the office side of the app. This will become your Discount Catalog. You and your team will access the Catalog when building a proposal to offer Discounts to the customer.
The Catalog items cannot be edited from inside the proposal app.
You do not have to set up the Catalog and continue creating Custom Discount every discount on the fly before presenting a proposal to the customer (read more).
How does it work?
From Office >> Rebates & Discounts >> create a new Discount
Fill out a name (up to 600 characters long)
Select the value Type: $ | Remove Financing Markup
Input the amount or percentage number
Select other settings: Interactive Discounts, Automatic Discounts
Save
Example of creating a Discount Catalog item:
You can Publish or Unpublish the Discounts -- That will show or hide them from the Catalog view on the proposal app.
You can also see who and when last updated the Discount record.
Example: Updated Jul 9, 2020 by Admin Super