COVID-19 SUPPORT UPDATE: Please register support requests via LiveChat service or our support email address Click here to find out more.

Discounts, Price Lists, Financial Entities

  • quote

  • lists

  • financial

  • discounts

  • opportunity


Discounts can be applied to individual products using the inline edit feature. 

Discount % - will automatically update Net Price
Unit Price - will automatically update Discount %

Price Lists

Price lists allow you to provide specific pricing for an account.

A price list can be set up to provide a percentage discount for an account e.g. 10% on all products.

Alternatively you can select specific prices per product.

Price lists that have been setup will appear in the Price List drop down list.

Price Lists can be set up by an Administrator.

Financial Entities

If you have integrated with a finance package such as SAGE or Exchequer, you can select the Financial Entity.  This lets you process sales for more than one selling organisation.

Financial Entities can be set up by an Administrator.