Discounts and limits
Proposals support automatic quantity discounts from the price list, a volume discount based on inventory count, and configurable discount caps. This page covers how each mechanism works and where its limits are enforced.
For how the per-item cost and discount fields behave, see digital pricing and printed pricing.
Quantity discount (price-list tiers)
Each price row in a price list can carry one or more discount tiers. A tier defines a threshold (a count of impressions, days, weeks, months, or years) and a discount percentage.
When the system calculates the price for a display, it evaluates all tiers on the matching price row and selects a single tier — the one whose threshold is the highest value that does not exceed the actual quantity. If two tiers share the same threshold, the one with the higher percentage wins.
The selected tier’s percentage becomes the initial discount for that item row. The user can then adjust the discount manually.
Only one tier applies per item; tiers are never added together.
Volume discount (inventory-quantity discount)
An organization can define a separate set of discount tiers based on the total number of distinct displays across the entire proposal, regardless of price list or period.
The selection rule is the same as for price-list tiers: highest qualifying threshold wins.
The volume discount appears in the proposal totals section as a separate line. It is applied to the aggregate bottom line and does not change each row’s cost with discount.
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What this page describes is the mechanism. The specific kinds — document types, fields, statuses — are defined for your organization; yours may differ. See the entity system. |
Organization-wide maximum discount
The organization can set a default maximum discount percentage. When a proposal is saved, the system validates that no individual item’s discount exceeds this cap.
If any item’s discount exceeds the cap, the save is rejected.
Per-customer maximum discount
A customer record can carry its own maximum discount value. When set, this value replaces the organization-wide default entirely for proposals on deals associated with that customer.
If the customer has no override, the organization default applies.
See customers for the customer-level setting.
Custom price-list surcharges and discounts
Custom (non-default) price list types contribute additional cost lines to each item. These surcharges do not receive a discount — they are added at full value.
Agency commission
Agency commission can be computed by a business process.