How to apply predefined discounts

In this article, you will find out how discounts are applied in daily operations – in Bookings, Folios, Events, and Company Contracts. Before you proceed, please ensure that the discounts are already configured. You can find more information in the article Discount Codes.

Discount for a Folio

Folios inherit the discounts selected for the folio's payer (Booking, Event, Company). For inheritance to apply, the code must be added before the folio is created. In addition to automatic transfer, you can manually add new codes or remove existing discounts from the folio.

To add a discount:

• Open the folio;
• Go to the Charges section → Discounts → click the edit button;
• Select the discount and confirm with the "Add" button.

The system will generate one or more discount charges, depending on the tax rates of the charges to which the code is applied. 

To remove a discount:

• In the Charges section → Discounts → click the edit button;
• Click the "X" button on the line of the code you wish to remove.

The system will cancel all negative discount charges generated by this code.

Discount in a Booking

You can set Discount Codes in the booking; they will be transferred to the booking's folios upon their creation and will activate the relevant discounts.

• Open the booking for editing;
• Navigate to the "Discount Codes" field;
• From the list, select the code that is valid for this booking and confirm with the "Add" button;
• Save the changes to the booking.

Discount in Guest / Rooming Lists 

When creating group bookings by importing Guest / Rooming Lists, you can assign a discount code that is automatically saved to each booking in the group.

• When processing Guest / Rooming Lists, on the third step, select the bookings for which you want to apply a Discount;
• Use the bulk edit function and in the "Discount Codes" field, enter the required codes.

The selected codes will be saved to the bookings upon their creation and applied to the booking folios. 

Discounts in Events/Groups 

You can also set discount codes in an event; they will be automatically inherited by every folio created within that event.

• Open the Event for viewing;
• In the Folios section, in the Discount Codes line, click the edit button;
• Select the relevant codes and save.

Discount for a Company

For Companies, Discounts are managed through Company Contracts. The discounts set in the contract will be automatically applied to any new folio created for that company.

• Open the Company → select Company Contract → "Edit".
• If there is no contract – create a new one.
• Enter the code and press "Add" after each one.
• Save the changes.
• The codes will be transferred to any new folio created for that company.