Discount rules: store, customer, volume and payment

Where to find it

In your account menu, under Prices, Discounts and limits tab, in the Discount Rules section ("Discounts by volume, payment method and customer."). Until 18/10/2026 it was in Commercial Rules. Click the title to open it; with the section open, the New rule button appears.

The list belongs to the whole organization. The columns are Store, Type, Detail, %, Effective and Created; a rule that applies to all stores shows "(all)" in the Store column. The Filter by store, customer or type... field searches any of them.

The four types of discount rule

In the New Discount Rule dialog, the Type field offers:

• Store disc. (all buyers): a percentage for every customer of that store. Requires choosing the store. It's the same Default Discount (%) that appears on the store's page.
• Customer disc. (specific): a percentage for a registered customer. The store is optional: empty, it applies in all of them.
• Volume disc. (order value): tiers by the order's gross value. Store optional.
• Payment disc. (e.g. cash): a percentage when the order uses specific payment terms. Store optional.

An order without a registered customer gets no customer discount.

How to create a discount rule

1. Open the Discount Rules section and click New rule.
2. Choose the Type.
3. Choose the Store, or All stores (default) when the type allows it.
4. Fill in what the type asks for: the Customer, the Discount tiers or the Payment terms.
5. Enter the Percentage (%); it accepts a comma, like 12,5.
6. Click Create rule.

If an active rule already exists with the same type, the same store and the same customer or terms, the new one replaces its percentage and the screen shows Rule updated, instead of creating a second one. For volume, the same applies to a tier starting at the same value.

Volume discount and tiers

In Discount tiers, each row is a From (R$) value and a percentage; Add tier adds another one. Tiers use the order's gross value, before any discount, and only the highest tier the order reaches applies.

Example: tiers of R$ 5.000 with 3% and R$ 10.000 with 5%. A gross order of R$ 7.200 gets 3%; one of R$ 12.000 gets 5%; one of R$ 4.000 gets no volume discount.

Each tier becomes its own row in the list. A row left blank is ignored; a half-filled row is refused with "Tier N incomplete: fill in the minimum value and the percentage".

Payment discount and the order's terms

The Payment terms are chosen from the same list the store offers (fixed, or generated by the installment rules). The rule only applies when the document's terms are exactly those: "30/60" doesn't match "30/60/90".

⚠️ In the Type column and in the price breakdown, this type appears as Upfront disc. whatever the terms are. The real terms are in the Detail column.

How discount rules combine

Only one rule of each type applies. Among rules of the same type, the one for the specific store beats the "(all)" one.

Different types multiply, they don't add up. With 10% from the store and 10% from the customer, the discount is 19%, not 20% (90% of 90% of the price remains). Adding a 5% volume tier, it comes to 23,05%.

The Effective column shows this calculation for the customer discount in a store: already combined with the store discount. For other rules it stays empty.

Discount rules, price table and seller discount

• The price table gives the line's starting price. See Price tables.
• The discount rules make up the document's automatic discount: in the quote's item table, the General column.
• The manual discount the seller gives on the document replaces the automatic rules, and a fixed price on a line replaces everything on that line.
• The seller's additional discount on the line (Item column) combines on top, and it's what the cap limits. See Seller's maximum discount: the per-store concession cap.

For the full calculation, see Como o preço de uma linha da cotação é formado.

Edit and remove a discount rule

Click the rule's percentage to edit it: Enter saves, Esc cancels. Saving 0 deactivates the rule. The trash icon removes it, after confirming "Remove this discount rule?".

Changing a rule doesn't rewrite quotes right away. The discount is recalculated when the document is recalculated, and that only happens in Draft and Waiting; a sent proposal and a confirmed order stay as they are.

Discount rules that come from the import

The Import Rules button, at the top of Commercial Rules, can create payment discounts, volume discounts and the store discount, always for your session's store. The next import deletes and recreates these rules, except those you edited by hand afterwards, which are kept. See Commercial rules and discount.

When it goes wrong

"Select the store for the default discount": the store discount needs a store; it doesn't exist for "all".

"Select the customer for the customer discount": choose the customer before creating.

The payment discount didn't enter the quote. The document's terms aren't identical to the rule's, or there is a manual discount on the document replacing the rules.

The customer discount didn't enter. The quote has no registered customer, or the rule was created for another store.

The customer percentage isn't what I expected. There is a rule for the same customer for that specific store, and it beats the "(all)" one.