TL;DR
- Create simple promotions your team can apply during quotes.
- Set the discount type, dates, and limits.
- Test it on a quote before you go live.
Steps
Step 1
Open Commercial → Discounts
Go to Commercial → Discounts to view your promotions list.
Step 2
Create a discount
Create a discount, choose percentage or fixed amount, and name it clearly (for example, "Weekend promo").
Step 3
Set dates and rules
Add start and end dates, minimum rental days, and usage limits if you need them.
Step 4
Apply it to a quote
Open a quote and confirm the discount applies as expected before sharing it with customers.
Validate your work
- The discount appears in the list with the right dates.
- Quotes show the correct discounted totals.
- Expired discounts no longer appear in the list.