Creating a discount template (percentage or amount)

A discount template lets you define a standard discount—either a fixed percentage or a fixed amount—once, then apply it to any invoice, bill, or other sales document without re-entering the details. This saves time and ensures consistency across your company.

Before you start

• You need Admin permission or a custom role that allows discount template management.
• Decide whether your discount will be a percentage (e.g., 10% off) or a fixed amount (e.g., 1,000 AFN off).
• Have a clear name and description ready for your template.

Steps

1. Go to Settings → Discount Templates Open in Usystems

2. Click the New Discount Template or Create button.

3. Enter a name for the template (e.g., "Bulk Order 10%", "Wholesale Discount").

4. Choose the discount type:

   • Percentage: Enter the percentage value (e.g., 10 for 10% off).
   • Fixed Amount: Enter the amount in your default currency (e.g., 1000).

5. Optionally, add a description to explain when or why this discount applies (e.g., "For orders over 10 units").

6. Click Save or Create.

Your template is now ready to use on any new invoice or document.

Tips & common mistakes

• Reuse across documents: A single template can be applied to invoices, bills, purchase orders, and other documents.
• Naming matters: Use clear, descriptive names so team members quickly recognize which template to apply.
• Edit with caution: Changing an existing template does not affect documents that already used it—only new or future applications use the updated template.
• Soft deletion: When you retire a template, it stays in the system for reporting purposes but cannot be applied to new documents.