Discount rules
This content is for Spring ’26. Switch to the latest version for up-to-date documentation.
A discount rule is a reusable definition of how to discount products or orders.
Categories of Discount Rules
Section titled “Categories of Discount Rules”Volume
Section titled “Volume”A volume rule runs when a quantity threshold is met-for example, order more than ten of an item and apply 10% off. You can stack multiple volume rules to build volume matrices as quantities increase.
Threshold: The quantity of a specified product that must be ordered before the discount applies.
Automatic
Section titled “Automatic”An automatic rule runs as soon as pricing evaluates and applies the stated discount immediately-for example, a straight 10% when the rule fires.
Manual
Section titled “Manual”A manual rule sets the maximum manual discount a user may enter on an order line-for example up to 30%. The rep can choose any value from zero up to that cap. Manual rules can also be assigned at order level.
Quantity
Section titled “Quantity”A quantity rule is a bundle type; only one bundle can be active per product at a time. It grants a discount when a combined quantity threshold is met-for example buy three from a selection and get one free, or buy ten and get four at 50% off.
Threshold: Combined quantity of included products before the bundle grants benefits.
Grant: How many items receive the discount when the threshold is met.
A value rule is another bundle type (one bundle per product at a time). It discounts the order when a currency threshold is met-for example spend £100 on a selection and receive £10 off.
Threshold: Combined currency value of included products before the discount applies.
Conditional Quantity
Section titled “Conditional Quantity”A conditional quantity bundle grants a discount on one set of products when a quantity threshold is met on another-for example buy three of range A, get one from range B free.
Threshold: Combined quantity of the “driver” products.
Grant: How many items receive the discount when the threshold is met.
Conditional Value
Section titled “Conditional Value”A conditional value bundle grants a discount when a value threshold is met on one set of products while granting items from another-for example spend £100 on range A, get items from range B at a reduced price.
Threshold: Combined currency value of the driver products before the bundle applies.
Automatic Order Threshold
Section titled “Automatic Order Threshold”Discounts the whole order when an order value threshold is met-for example spend £1,000 for 10% off the order.
Threshold: Order value before the discount applies.
Quantity Order Threshold
Section titled “Quantity Order Threshold”Discounts the whole order when a line quantity threshold is met-for example 100 lines for 10% off the order.
Threshold: Combined order quantity before the discount applies.
Types of Discount Rules
Section titled “Types of Discount Rules”Discounts can be percentage based, absolute (fixed amount off), or set (force a specific selling price). Percentage discounts use list price; absolute discounts subtract a fixed amount; set pricing fixes the unit price to a chosen value.
Create a New Discount Rule
Section titled “Create a New Discount Rule”- From the Aforza Catalog application, open the top drop-down menu and select Discount Rules.
- On the discount rules screen, select New.
- Fill in your rule details:
- Name
- Category
- Type
- Amount
- Threshold
- Grant
- Click Save.
Always Apply Discount Rules
Section titled “Always Apply Discount Rules”As an extension to automatic discount rules, you can mark rules so they always apply. Up to ten such automatic types can be invoked through commercial policy pricing. Because they can be applied with negative amounts, they can also model charges such as surcharges if your commercial model requires it.
- Open the commercial policy in Aforza.
- Open the Related tab.
- On Policy Pricing, select New.
- Set Type to Order Item.
- Ensure the Discount Rule is automatic.
- Set a sequence.
- Select Always apply.
- Save, and repeat until every rule you need is added.