If your consultants have the flexibility of adding discounts without approval from a supervisor but have a limit to the amount they can discount on a proposal you can set a Discount Limit (%).

1. Go to Office >> Pricing Engine >> Additional Pricing Settings tab

2. Set up the % in the Discount Limit field

3. This percentage is based on the Total Sale Price before Discounts, Rebates, Commission allocation, and Financing markup

4. When adding or creating a Discount on the proposal, the system will show how the Current Limit dollar amount

5. As you are adding multiple Discounts, you will see this number change informing you how much you have left before reaching the limit

Notes:

#1 Discount Limit only works when you are adding a Discount to a proposal. In cases when the total changes (you remove and accessory or override the final price), the Discounts that have already been added to the proposal and exceed the new limit will NOT be removed.

#2 Automatic Financing Markdown Discounts do NOT count toward the Discount Limit (read more).

#3 Rebates do NOT count towards the Discount Limit. Make sure to inform your team to avoid the unwanted behavior of intentionally avoiding Discount Limit by using Rebates.