In Sapera, Discounts is a central setup screen that allows you to define and manage price reductions across your business. You can create targeted campaigns that are activated automatically on sales lines in Pos and on sales orders, or discounts that are applied manually by the cashier.
Discounts can be limited to specific products, product categories, search tags, customer categories, specific customers, or suppliers — or they can apply to all sales without restrictions. You can also specify a validity period, so the discount automatically expires without manual updating.
The screen is organised with a level tree on the left that reflects your organisational structure. You select a level in the tree to view and edit discounts created on exactly that organisational level. Discounts are inherited downwards in the hierarchy, but activation per level is controlled individually via checkboxes in the list.
Open Financial and navigate to Setup and then Discounts. You are now on the overview of discounts for the selected level.
If you cannot see the menu item, you probably do not have permission for it. Contact support.
On the left side of the screen, a tree of your organisation's levels is shown. Select a level to view the discounts that are visible and relevant for the org. level in question. Discounts created on a higher level are shown in the list, but can only be edited from the level they were created on — the Edit button is only active when the selected discount belongs to the currently selected level.
The list on the right side shows all discounts for the selected level with the following columns:
Checkbox — Indicates whether the discount is active (enabled) for the selected level. You can turn a discount on or off directly in the list by clicking the field, without opening the editor. The activation state applies specifically to the selected level.
Name — The discount's display name.
Amount — Shows the discount's amount or percentage, as it is configured.
Double-click a discount to open the editor directly.
New (+) — Create a new discount for the currently selected level. The button is always available when a level is selected.
Edit (pencil icon) — Opens editing of the selected discount. The button is only active when the selected discount is created on the currently selected level — an inherited discount from a higher level cannot be edited from the sub-level.
Delete (X icon) — Permanently deletes the selected discount. The button is active when a discount is selected.
Up — Moves the selected discount up in the priority order within the selected level. The order affects the calculation logic for combined discounts. The button is only active when the discount belongs to the selected level and is not already at the top.
Down — Moves the selected discount down in the priority order within the selected level. The button is only active when the discount belongs to the selected level and is not already at the bottom.
Copy to sub-levels.. — Copies the activation status (checked on/off) for the selected discount to all sub-levels in the hierarchy. Existing setup on sub-levels is overwritten after confirmation.
Copy to all org. units below this. — Copies the activation status for all discounts on the selected level to all sub-levels. A confirmation dialog is shown before execution.
Save / Close (in the edit screen) — Saves the changes and closes editing.
Cancel (in the edit screen) — Discards changes and closes editing without saving.
Scan (for Products / Excluded products) — Adds a product to the list by scanning its barcode. Opens a separate product popup where scanned products and variants are shown in a line grid.
Add (for Products / Excluded products) — Opens a search dialog from which you can select products from the catalogue.
Select (for Product categories / Excluded categories) — Opens a product category selector dialog.
Edit (for Customer) — Opens a dialog from which you can add or remove specific customers associated with the discount.
Edit (for Supplier) — Opens a dialog from which you can add or remove specific suppliers associated with the discount.
Level: Shows which organisational unit the discount is created on. The field is read-only. It ensures that the discount is only editable from the correct level in the hierarchy.
Name: The discount's display name, shown in lists and on sales lines, e.g. "Summer campaign" or "VIP discount". Should be meaningful and easily recognisable.
System name: A unique, internal key name that identifies the discount in the system. The system name can only be entered at creation and cannot be changed afterwards.
Type: Defines the discount's calculation structure. The options are:
Percentage or discount amount — The discount is specified as a percentage or a fixed amount that is deducted from the sales price.
Products with fixed amount — A fixed amount is deducted for specific products.
X products for Y products' price — Campaign discount, e.g. "buy 3 pay for 2". Activates the Pay for quantity field.
Percentage or discount amount (multiple lines) — Same as percentage/discount amount, but the discount is calculated across multiple sales lines.
Percentage or fixed amount based on cost price — The discount is calculated based on the product's cost price rather than the sales price.
Calculation: Specifies how the discount is combined with other discounts when a customer is eligible for several simultaneous discounts. The field is read-only for types that are not percentage/fixed-amount based.
Only the best discount is used (for the customer) — Exclusive calculation: only the most advantageous single discount is applied.
Several discounts can be combined. — Aggregation calculation: all relevant discounts are added together.
From: Start date and time of the discount's validity. The discount is not activated on sales that take place before this date.
To: End date and time of the discount's validity. The discount automatically expires after this date.
Products: List of specific products and variants the discount applies to. Add products via scanning or searching. The field is hidden when Applies to all sales is enabled.
Product categories: Product categories the discount applies to. All products within the selected categories are covered by the discount, unless they are excluded. The field is hidden when Applies to all sales is enabled.
Excluded products: Specific products that are excluded from the discount, even though they fall within one of the selected categories or search tags. Add products via scanning or searching. The field is hidden when Applies to all sales is enabled.
Excluded categories: Product categories that are excluded from the discount. The field is hidden when Applies to all sales is enabled.
Search tags: Multi-selection of search tags grouped by search tag type. Products marked with the selected search tags are covered by the discount. The field is hidden when Applies to all sales is enabled.
Service types: Multi-selection of communication workflow types (called "Service types" in the user interface). The discount only applies to sales that take place via the selected communication workflow types. The field is hidden when Applies to all sales is enabled.
Customer category: Multi-selection of debtor/customer categories. The discount is targeted at customers belonging to the selected categories, e.g. private customers or business customers. The field is hidden when Applies to all sales is enabled.
Customer: Specific customers the discount applies to. Click Edit to add or remove customers via actor search. The field is hidden when Applies to all sales is enabled.
Supplier: Specific suppliers the discount applies to. Click Edit to add or remove suppliers. The field is hidden when Applies to all sales is enabled.
Actor type: Dropdown for selecting the actor group the discount is linked to. The field is only visible when Type is set to Percentage or discount amount, and is hidden when Applies to all sales is enabled.
Quantity condition: Minimum number of products that must be on the sales line before the discount is activated. Specifies, for example, that the customer must buy at least 3 units to obtain the discount.
Amount: A fixed amount that is deducted. The field is hidden for type X products for Y products' price.
Percentage: A percentage that is deducted. The field is only visible for the type Percentage or discount amount and similar types; hidden for X products for Y products' price. Note: either Amount or Percentage must be filled in — not both.
Pay for quantity: Number of units the customer actually pays for in an X-for-Y campaign discount. The field is only visible when Type is set to X products for Y products' price.
Applies to interval sales price types: Checkbox that specifies whether the discount should apply to products that are set for sale with an interval-based price type (e.g. a sales price with time-limited validity). The field is hidden when Applies to all sales is enabled.
Must be applied manually: Checkbox that specifies that the discount is not activated automatically. The discount must instead be actively selected by the cashier via the "Select discount" dialog during a sale in Pos.
Applies to all sales: Checkbox that specifies that the discount applies to all sales without restrictions on products, customers, or other criteria. When this field is enabled, all restriction fields are hidden (Products, Categories, Search tags, Customers, Suppliers, Service types, Customer category, Actor type, etc.).
If Applies to all sales is not enabled, the system requires that at least one of the following fields is filled in: Customer, Customer category, Supplier, Actor type, Product category, Search tag, Service types, or Product. If all fields are missing, the message is shown: "Customer, customer category, supplier, actor group, product category, search code, communication workflow type, or product must be filled in".
From a customer or supplier card (in Financial), the Discounts tab is shown, listing all discounts the actor in question is associated with. Via the + button you can add further discounts via a dialog box that shows available discounts with name, amount, and a restriction column. Via the - button an existing association is removed. Note that certain discounts with a product category restriction cannot be associated directly from the actor card.
From a product card in the Inventory module, a Discounts tab is similarly shown, displaying which discounts the product in question is included in. Associations can likewise be added and removed from here.
Discounts defined on this screen are used in the following places in Sapera:
Discounts with Must be applied manually disabled are activated automatically on sales lines in Pos, based on matching product, product category, search tag, customer category, and communication workflow type. The system selects the best discount or combines discounts depending on the Calculation setting.
Discounts with Must be applied manually enabled are not shown automatically. The cashier can explicitly select a manual discount during a sale via the "Select discount" dialog, which presents the available manual discounts with amount and affected item lines for review before approval.
On sales order and quote lines in Financial, discounts are calculated and shown automatically by the product items grid component, based on the same criteria as in Pos. Users with the Edit manual discount permission can also change the discount amount or percentage directly in the line columns.
Invoice lines use the same calculation logic as sales order lines and show automatically calculated discounts per line.
The Discounts tab on a specific customer or supplier in the actor module shows which discounts are associated with the actor in question, and allows you to add and remove associations directly from the actor card without having to open the Discounts setup screen.
The Discounts tab on a product shows which discounts the product is included in, and allows you to manage associations directly from the product card.
If you have any questions, you are welcome to contact support.
Want to know more?
Read more in these related articles:
New / edit discount
This article explains how discounts are set up, assigned, and handled dynamically in Sapera
Assigning a discount
This article describes the methods for price adjustment at the cash register, including the use of line discounts and percentage offer rates.
Discount limits
Learn how to create and manage discount limits in Sapera. Discount limits set maximum discount amounts or discount percentages per user or user group at each organisational level, and apply automatically on sales in the cash register, on sales order lines, and on invoice lines.
