Applying discounts

While creating or editing a voucher, you may want to add a discount to help close the sale. Available discount controls depend on your permissions.

To apply a discount:

1. Click the edit icon next to the price of a Customer type for which you would like the discount to apply.
   
   

2. Click Company discount or Vendor discount, then use $ for a fixed amount or % for a percentage and enter the discount. Discounts apply to the selected customer type and quantity. Review the per-person and total amounts before saving.

   • Company discount: Originates from within the Company and are often used to ‘close’ a sale.
   • Vendor discount: Promotional discounts offered by the Vendor, usually on a limited-time basis.

   

3. Click Save.

Note: Click Reset to discard changes made in the customer-type overlay and return to the values it had when you opened it. To remove a discount, use its remove control.

If your company has active discount reasons, select a Discount reason when applying company or vendor discounts. See Managing discount reasons in Desk Link.

If your company uses discount campaigns, select the campaign in the voucher's Discount campaign field. This is separate from the customer-type company and vendor discount controls.

A sponsored campaign may apply contract prices to customer types. These appear as a sponsor price adjustment. You can then apply available company, vendor, or tour discounts, or enter a target in Total per person and select the discount that should account for that adjustment.

The campaign discount applies once at voucher level after customer-type pricing. Review the separate campaign row and final total in Order summary. Clearing or replacing the campaign recalculates the customer-type prices and voucher total.

Edit the campaign discount on a voucher

You can change the campaign discount amount while creating or editing a voucher when the selected campaign allows it and the voucher's campaign is editable. The amount button has an edit icon in Order summary.

To edit a voucher's campaign discount amount:

1. Click the discount amount beside the campaign name in Order summary.
2. Enter the dollar discount in the Edit discount campaign amount dialog box.
3. Review Original total and New total.
4. Click Save to apply the amount to the voucher form.
5. Review the updated voucher total and, for an existing voucher, the Edit summary.
6. Click Save voucher to save the voucher.

The edited discount is a fixed dollar amount for this voucher, even if the campaign normally uses a percentage. It does not change the campaign's standard terms or other vouchers.

To return to the amount calculated from the campaign's terms, click Reset in the dialog box, then click Save. Click Cancel to leave the voucher's current amount unchanged.

To allow these edits, open the campaign under Manage > Discount Campaigns, select Allow users to edit the campaign discount amount on vouchers, and save the campaign.

Sponsor contract pricing can affect commission, but the voucher-level campaign discount does not itself reduce sponsor-based commissions.