Discounts 🏷️

Most businesses don't charge everyone the same. A wholesaler pays less than a walk-in customer; a long-standing partner gets better terms than a one-off buyer. Keeping all of that straight by hand is slow and easy to get wrong.

TSync Discounts does it for you. You set up your pricing rules once, and from then on the right discount is filled in automatically on every invoice, estimate and proposal — no remembering, no looking things up, no costly mistakes.

The simple idea behind it

Your pricing comes down to two questions:

  • Who is buying? Group your customers into tiers — for example retail, wholesale, reseller, VIP, or employee.
  • What are they buying? Group your products too — for example standard, promo, clearance, or premium.

You then decide the discount for each combination. A wholesale customer might get 10% on standard products but nothing on promo items; a VIP might get 20% on standard and 35% on clearance. TSync keeps this as a tidy grid, and when a document is created it simply reads off the right number.

Setting it up

Step 1 — Switch it on

Open Setup → Modules → TSync Discounts → Install. TSync sets you up with ready- made customer tiers and product groups so you have a working starting point, and adds a place to tag each customer and each product.

Step 2 — Tag your customers and products

  • On each customer, choose their discount tier (retail, wholesale, VIP…).
  • On each product, choose its discount group (standard, promo, clearance…).

You only do this once per customer and once per product, and TSync remembers it.

Step 3 — Fill in your discount grid

Open Setup → TSync Discounts → Discount matrix. You'll see a grid with your customer tiers down one side and your product groups across the top.

  1. Click any cell.
  2. Type the discount for that combination.
  3. Repeat for the combinations you care about.

There's also an "All items" column for each customer tier — a sensible default that applies whenever a product doesn't have a more specific rule. So you can set a simple "wholesale gets 10% on everything" and only add exceptions where you need them.

At the top of the same page, a small summary shows your active rules, how many customer tiers and product groups you have, and the average discount applied over the last 30 days — a quick pulse of how your pricing is being used.

What would you like to do?

🎯 Give bigger orders a better deal

You can make a discount kick in only when it's earned — for example only on orders above a certain value, or only when the customer buys a minimum quantity. Small orders pay full price; bigger ones unlock the better rate, automatically.

🛡️ Protect your margins with safety caps

Some products should never be discounted too deeply. You can set a maximum discount on a product group — say, promo items can never go below 5% off. Even if a customer's tier would normally earn 30%, TSync respects the cap and applies only 5%. Your margins stay safe even on your most generous tiers.

📅 Run a limited-time promotion

Discounts can have a start and end date, so a seasonal promotion turns itself on and off on the days you choose. No need to remember to switch it back.

✍️ Let your team adjust a price when needed

TSync fills in the discount, but your people can still step in. You choose how much freedom they have:

  • Flexible — TSync fills in a suggested discount but leaves any value your team typed in by hand. Best of both worlds.
  • Strict — TSync's calculated discount always wins.
  • Off — TSync stops filling discounts in automatically.

You can also set a tolerance — how far above or below the suggested figure someone may go without a second look. And whenever someone overrides the suggested discount, TSync can quietly note it (with an optional reason), so there's always a record of why.

All of these — the apply mode, the tolerance, override logging, and whether discounts also fill in on estimates and proposals — live under Setup → TSync Discounts → Settings. Out of the box, discounts fill in on invoices and estimates; turn on the proposals toggle if you want them there too.

📋 See exactly what was discounted, and why

Open Setup → TSync Discounts → Application history for a clear log of every discount TSync applied: which document, which customer tier, which product group, the percentage given, the amount, whether someone changed it by hand, and who did it when. It's complete transparency — perfect for reviews and audits.

Good to know

  • It just happens. Once your grid is set, discounts appear on new invoices, estimates and proposals on their own — there's nothing extra to click.
  • You stay in control. Caps, tiers, dates and override rules are all yours to set. TSync only ever applies what you've decided.
  • Start simple. A few tiers and a few rules cover most of your sales; add the finer details as you go.

Where to go next