Discount Group Setup

The Discount Group Setup feature allows you to create and manage groups of discounts. This helps in organizing multiple discount types under one group for easier management and application.

Access and Navigation

You can find Discount Group Setup under the Finance menu.

Add a New Discount Group

• Click the Add Discount Group button at the upper-right corner of the page

• In the pop-up form, fill out the following details:

  • Name – The name of the discount group

  • Description – Additional details about the discount group

  • Editable – Check this if you want the discount group to be editable

  • Show to Applicant – Check this if you want applicants to see the discount group during the application process

• Click Save to create the group

View Discounts in a Group

• To see all discounts linked to a group, click View Discounts on the right side of the desired group'

• A pop-up will display the list of discounts included

Add Discounts to a Group

While viewing a discount group:

• Click the Add Discount button at the upper-right corner

• Fill out the details:

  • Discount – Select from the list of available discounts

  • Amount – Enter the amount. For percentage-based amounts, append a ‘%’ symbol

• Click Save to apply the discount to the group

Edit Discounts

While viewing discounts in a group:

• Click the Pencil icon beside the discount you want to modify

• Make the necessary changes in the pop-up form

• Click Save Changes to update

Delete Discounts

While viewing discounts in a group:

• Click the Trash Bin icon beside the discount you wish to remove

• Confirm your action

Edit a Discount Group

• On the main Discount Group Setup page, click the Pencil icon beside the discount group

• Update the necessary fields:

  • Name

  • Description

  • Editable

  • Show to Applicant

• Click Save to apply the changes

Delete a Discount Group

• On the main page, click the Trash Bin icon beside the discount group you want to remove

• Confirm your action