Customer Discounts

When you offer discounts to customers, it should be easy to get it right — every time. Discounts entered manually on every order often lead to wasted time, pricing mistakes, and inconsistent deals across your sales team.

With Customer Discounts in Rackbeat, you can set up discounts per customer so they’re applied automatically in your quotes, orders, and invoices. That gives you a more consistent sales flow, fewer manual corrections — and better control of your profitability.

Discounts tied to the customer — not the employee

In many businesses, discount agreements live in emails, spreadsheets, or in one person’s head. That makes it difficult to ensure the customer always gets the right price — especially when multiple sales reps work with the same account.

With Customer Discounts in Rackbeat, discounts are linked directly to the customer, so agreements stay available and consistent — no matter who creates the order.

General discounts or product-specific discounts

Not all discount agreements are the same. Some customers get a fixed percentage off everything, while others only receive discounts on selected products.

That’s why Rackbeat supports both general discounts, applied across the entire order — and product-level discounts, so you can match your pricing exactly to the agreement.

Fewer mistakes — and more consistent pricing

When discounts are handled automatically, you reduce the risk of errors and misunderstandings. You avoid discounts being forgotten, entered incorrectly, or applied inconsistently from one order to the next.

The result is a more professional customer experience with stable pricing — and a more structured way to manage your discount models.

A sales flow that’s easy to scale

Once your discount structure is set up in the system, it becomes easier to move fast — without sacrificing accuracy.

That gives you a sales process where new employees can get started faster, and where you can handle more customers and more orders without discounts becoming an administrative bottleneck.