Discounts

Discounts in Compound Direct help pharmacies manage promotions, customer pricing, and order-level adjustments with greater flexibility and control. Whether you are offering a seasonal sale, applying customer-specific pricing, or discounting eligible items, order discounts help ensure pricing remains accurate, transparent, and easy to manage.

This guide will help you:

• Create order discount options with the right pricing and eligibility settings.
• Edit existing discounts to reflect updated promotions or pricing rules.
• Archive unused discounts to keep your workspace clean and current.

By setting up order discounts correctly, your team can apply promotions more consistently, reduce pricing errors, and maintain clear visibility across every order.

Finding a discount

1. Go to the ‘Settings’ page.
2. Select the ‘Discounts’ button.
3. On the ‘Discounts’ dashboard, all available discount options are displayed, including their Name and Description.
4. Click on the desired ‘Discount Option’ you wish to view.

Creating a discount

1. Go to the ‘Settings’ page.
2. Select the ‘Discounts’ button.
3. On the ‘Discounts’ dashboard, click the ‘Create Discount’ button.
4. Enter the discount name and description.
5. Select the Discount Type to be applied, then choose whether you want the discount to:
   1. ‘radio_button_checked Apply discount to entire order’; or
   2. ‘radio_button_unchecked Apply discount to line items only’
6. Click the ‘Discount Method’ drop-down menu, then select whether the Discount Value will be fixed or proportional (%).
7. If the Discount Type is set to ‘radio_button_checked Apply discount to line items only’, enter the minimum quantity and maximum quantity of line items required for the discount to apply.
8. In the ‘Associated Stock’ section, click the ‘Add Stock’ button to add stocks eligible for the discount.
   1. In the ‘Edit Stock’ modal, find the stock you want to apply this discount to using the search search bar.
      1. Tick the check_box checkbox for each stock item you wish to add.
      2. Once all desired stocks are selected, click ‘Done’.
9. In the ‘Compounding Eligibility’ section, tick ‘check_box Apply to compounded lines’ to apply the discount for compounded items.
10. In the ‘Eligible Customers’ section, click the ‘Select Customers’ button to add customers eligible for the discount.
    1. In the ‘Edit Customers’ modal, find the customer you want to apply this discount to using the search search bar.
       1. Tick the check_box checkbox for each customer you wish to add.
       2. Once all desired customers are selected, click ‘Done’.
11. In the ‘Eligible Accounts’ section, click the ‘Select Accounts’ button to add accounts eligible for the discount.
    1. In the ‘Edit Accounts’ modal, find the account you want to apply this discount to using the search search bar.
       1. Tick the check_box checkbox for each account you wish to add.
       2. Once all desired accounts are selected, click ‘Done’.
12. Once done, click the ‘Create’ button.

Editing a discount

1. Go to the ‘Settings’ page.
2. Select the ‘Discounts’ button.
3. On the ‘Discounts’ dashboard, all available discount options are displayed, including their Name and Description.
4. Click on the desired ‘Discount Option’ you wish to edit.
5. Edit the discount name and description.
6. Select a different Discount Type to be applied, then select whether you want the discount to:
   1. ‘radio_button_checked Apply discount to entire order’; or
   2. ‘radio_button_unchecked Apply discount to line items only’
7. Select a different ‘Discount Method’ from the drop-down menu, then choose whether the Discount Value will be fixed or proportional (%).
8. If the Discount Type is edited to ‘radio_button_checked Apply discount to line items only’, edit the minimum quantity and maximum quantity of line items required for the discount to apply.
9. In the ‘Associated Stock’ section, all eligible stock will be displayed.
   1. Click the close icon beside each stock you wish to remove from the associated stock list.
   2. Click the ‘Add Stock’ button to add or edit stock eligible for the discount.
      1. In the ‘Edit Stock’ modal, find the stock you want to apply this discount to using the search search bar.
      2. Tick or untick the check_box checkbox for each stock item you wish to add or remove.
      3. Once all stocks are finalised, click ‘Done’.
10. In the ‘Compounding Eligibility’ section, tick or untick ‘check_box Apply to compounded lines’ to apply the discount for compounded items.
11. In the ‘Eligible Customers’ section, all eligible customers will be displayed.
    1. Click the close icon beside each customer you wish to remove from the eligible customers list.
    2. Click the ‘Select Customers’ button to add or edit customers eligible for the discount.
       1. In the ‘Edit Customers’ modal, search for the customers by name you want to apply this discount to.
          1. Tick or untick the check_box checkbox for each customer you wish to add or remove.
          2. Once all customers are finalised, click ‘Done’.
12. In the ‘Eligible Accounts’ section, all eligible accounts will be displayed.
    1. Click the close icon beside each account you wish to remove from the eligible accounts list.
    2. Click the ‘Select Accounts’ button to add or edit accounts eligible for the discount.
       1. In the ‘Edit Accounts’ modal, find the account you want to apply this discount to using the search search bar.
          1. Tick or untick the check_box checkbox for each account you wish to add or remove.
          2. Once all accounts are finalised, click ‘Done’.
13. Once done with the changes, click the ‘Save’ button.

Duplicating a discount

1. Go to the ‘Settings’ page.
2. Select the ‘Discounts’ button.
3. On the ‘Discounts’ dashboard, all available discount options are displayed, including their Name and Description.
4. Click on the desired ‘Discount Option’ you wish to duplicate.
5. On the ‘Edit Discount’ page, click the ‘More actions keyboard_arrow_down’ drop-down menu.
6. Select the ‘Duplicate’ button.

Archiving a discount

1. Go to the ‘Settings’ page.
2. Select the ‘Discounts’ button.
3. On the ‘Discounts’ dashboard, all available discount options are displayed, including their Name and Description.
4. Click on the desired ‘Discount Option’ you wish to archive.
5. On the ‘Edit Discount’ page, click the ‘More actions keyboard_arrow_down’ drop-down menu.
6. Select the ‘Archive’ button.
   1. If accidentally archived, click the ‘More actions keyboard_arrow_down’ drop-down menu and select ‘Unarchive’.