Importing and exporting discounts
Bring your party discounts in from a spreadsheet, or take them out — on one page that matches your columns for you.
Your discounts can be brought in from a spreadsheet or taken out to one. Open Masters → Discount → Import / Export, with an Import tab and an Export tab. A discount ties a party and an item group (and optionally a specific item) to the discount percentages you give them.
What the columns mean
| Column | What it's for |
|---|---|
| Account | The party the discount is for. Required. |
| Item Group | The item group the discount applies to. Required. |
| Item (optional) | A specific item, if the discount is only for one item rather than the whole group. |
| Paid Tax % / Add Tax % | The discount percentages. You need at least one of the two on every row. |
| Default Type | Which of the two to use by default — Paid Tax or Add Tax — needed only when you give both percentages. |
Add, overwrite, or update?
- Add new + overwrite existing — the usual choice. New discounts are added, and existing ones have their percentages overwritten.
- Add new only — only brand-new discounts are added; existing ones are untouched.
- Update existing only — only discounts you already have are updated. A row for a party or group you haven't set up yet is skipped, never created.
A row needs at least one percentage
Each row needs the Account, the Item Group, and at least one of Paid Tax % or Add Tax %. Use Download template for a ready-made starting sheet. On the Export tab, choose All discounts or By group, then press Export to Excel.
Was this page helpful?