How to Add and Adjust Discounts

How to Add and Adjust Discounts


How to Add and Adjust Vendor Discounts

  1. Click the Gear icon

  1. Click "Account Administration" from the dropdown menu

  1. Navigate to the menu on the left of the screen and select "Discounts"

  1. Navigate to the discount group you would like to adjust and click the name

  1. In the “Discount group review” window, click the 3 dots

  1. Click "Export Discounts"

  1. A Pop-Up Will Appear Letting You Know the Download was Successful and the File is Ready

  1. Close the “Discount group review” window.

  1. Click the Notifications icon

  1. Navigate to your discounts export and click "Show me"
    Note:  The most recent activity will appear at the top of the notifications list

  1. Open the File in Excel or Google Sheets

  1. Update the "Discount" column
    Note:  If you vendor discount is 64.5%, then your entry should be 0.645

  1. Update the "Multiplier" column
    Note: your multiplier is the same as your cost factor

  1. Click "File"

  1. Download or Save the File as a "Comma Separated Values (.csv)"

  1. Return to your software tab and click the 3 dots

  1. Click "Import Discounts"

  1. Click "Select File" then select the updated CSV discounts file that you just saved
    Note: you can also drag and drop the file directly into the box

  1. Click "Save"

  1. Discounts will be automatically updated in the system

  1. You will also receive a pop-up confirmation that the discount import was completed


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