TheEazy CXM · Documentation
Docs › Sales Documents › Discount manager

Discount manager

Create and govern customer discounts.

The Discount Manager defines discounts and the rules around them — type, value, timing, coupon requirement and stacking.

Create a discount

  1. Open Customer Discount Management and create a discount.
  2. Set the Discount Type and value, and the Campaign Type / Timing.
  3. Choose whether it Requires coupon code and whether it’s Stackable with other discounts.
  4. Save — eligible quotes can apply it (visible under Available Discounts).
← Back to all docs