Terms Setup
To set up your Terms and Discount management you will need to have the correct access and user settings applied.
User Permission
To check if you have access to Terms management go to Settings > User and check if the below option is toggled to on.
Note: If this toggle is Grey'd out, you will need to contact your administrator to allow access in the admin portal to the business level and on a user level.
Term Settings
Once the term management settings are turned on, you'll see a button at the top of the settings page called "Term Settings".
This is the starting point for setting up a new customer to manage terms within the system. It provides an overview of how they will be able to manage terms.
Terms Type
To create your 'Term Types'. Go to Settings > Term Settings.
Click 'Add Term Type' and complete the requested information.
Info: Remember to click 'Active' to allow this type to be used
Note: Priority works from the highest number being the lowest priority and typically the lowest discount percentage.
You must also create your Term Statuses, under 'Term Settings' click 'Add Term Status'.
For this example we will use 'Draft', 'Awaiting Check' and 'Active'. Complete the necessary information and click 'Save'.
To create your discount terms click the 'Terms' button on the left panel.
Click 'New Terms' in the top right corner.
Complete the necessary information and click 'Save'.
On this screen you can add your discount to the relevant derivatives.
You will now see your terms in the box below.
