EditPurpose
To create special discounts, for example having a special promotion for the month
EditLocations Used
Product Pricing, Branch Status Board
EditOverview
You can set up discount codes that can be applied to customer accounts. For example, you can create a special discount for a special promotion for the month.
EditView Discount Codes
To view a list of discount codes currently defined in the LegalSuite database, make the menu selection
Pricing⇒Product Pricing⇒Discount Codes from the navigation bar.
 Discount Codes |
EditAdd a Discount Code
To add a discount code to the LegalSuite database, click on the ADD NEW ENTRY button on the Discount Codes page. The Discount Code Details page will appear:
 Discount Code Details |
All fields marked with an asterisk “*” are required. You cannot save the discount code until a value is specified for these input fields.
1. Code* – Enter a code for the discount.
2. Discount (%)* – Enter a percentage value for the discount.
3. Date Started* – Enter a date in the format mm/dd/yyyy or select from the calendar icon. This date will be used as the start date for the discount to be applied.
4. Description* – Enter a description of the discount, for example when or why it would be used.
Click on the SAVE button to add the discount code to the database. Click on the CANCEL button to discard your changes.
EditEdit an Existing Discount Code
1. Select a discount code to edit.
There are two ways in which you can select a discount code:
- From the Discount Codes page - if you are viewing the list of discount codes, click on the "Edit" link for the discount code you wish to edit.
- From the Dsicount Code Details page - if you are viewing the details for a discount code, click on the EDIT DETAILS button on that page.
The Discount Code Details page will appear.
2. Make changes as necessary. Refer to the section "Add a Discount Code" for an explanation of each of the input fields.
3. Click on the UPDATE button to save your changes. Click on the CANCEL button to discard your changes.
 Button selections during EDIT or DELETE |
Edit Delete a Discount Code
1. Select a discount code to delete. Refer to the section "Edit a Discount Code" on how to select a code.
2. The Discount Code Details page will appear. Scroll to the bottom of the page.
3. Click on the DELETE button to remove the discount code from the LegalSuite database.
4. You will be asked to confirm that you wish to delete the code. Click on "OK".
5. The code will be deleted from the LegalSuite Database. It will no longer be seen on the Discount Codes page.