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How to control what discount you pass on to your clients

How Rechargly handles vendor pricing and discount splits, so you can control how much of your discount is passed on to clients.

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Written by Alex Millar
Updated over 2 weeks ago

Rechargly uses a discount split system. This allows you to share or retain any vendor discounts based on your firm’s preferences. You can set discount splits in two ways:

  • Vendor-level rule – Apply a default split for all clients under a specific vendor (e.g. keep 100% of the discount).

  • Client-level override – Create exceptions for individual clients (e.g. AquaFlow gets 50% of the discount).

If you receive a promotional discount (e.g. 50% off for 6 months), that promotion will override any discount split rules you’ve set. For example, even if you’ve set the discount split at 0%, the client will still receive the full 50% promotional discount.

Limitations of discount splits

We’re continuing to improve how discount splits work. For now, there are a few limitations to be aware of:

  1. You can’t apply a fixed dollar discount (e.g. $5 off per month). Only percentage-based discounts are supported.

  2. You can’t set a custom client-specific price per vendor product.

  3. If a vendor gives your firm tiered discounts, Rechargly doesn’t yet support managing clients with different discount levels from the same vendor.

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