Overriding Account Discounts in Operate

Use this feature to top up Account discounts or ensure specific accounts are not billed at all.

Stuart avatar
Written by Stuart
Updated over a week ago

Overriding Account Discounts allows you to set a specific percentage out of all product prices, which Operate will automatically discount, on top of any other discounts set to the Account or Products. 

This is useful if you have an Account which you are billing products for internal use, or a customer to whom you would like to provide an additional level of discount. 

The option works based on a field which you can add to your Account pages and which allows you to add the percentage you want to discount. 

If the Account or the Products billed to it already have discounts applied, the Overriding Discount field will add its own percentage to the existing discount.

For example, if your Account is billed for a Product that already has a 10% discount applied, the percentage added to the Overriding Discount field (e.g. 20%), then the overall discount applied to this specific Account will be 30%. 

If you have an Account that you are billing for internal use products or services, you can set this field to 100% so you don't charge your own business. 

Please note: Any accounts with 100% overriding discount will neither be charged nor credited.

Adding the 'Overriding Discount' Field

To see if you have the field added or not, please go to Member > Accounts, select an Account and look for an 'Overriding Discount' field on the record page. If it is not displayed, then you will need to add it to the Page Layout by following these steps: 

  • Go to Settings > General > Customize > Accounts > Page Layouts. 

  • Select the layout you want to customize - for this article, we will be using the Account page.

  • Look for 'overriding' in the search box on the right, then drag the field to your page, anywhere you would like to place it. 

  • Save your layout changes.

Now, when going to Member > Accounts, you will be able to find the field, under the section you selected.

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