How To Apply Discounts On Customer Quotes & Orders

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How To Apply Discounts On Customer Quotes & Orders

Set up discount types once in Data Maintenance, then add them to quote lines. The discount carries over to the order and the invoice.

Updated Nov 9 2026

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Before you start

Admin > Maintenance > Data Maintenance is for users with the Admin role. Users with the Can Edit Maintenance function (the Maintenance role by default), or a role that has been given specific Data Maintenance tables, also see the Maintenance menu.
The Discount column on a quote shows only to users who can see resale (the Hide Resale role hides it).
The Discount column appears only when at least one active discount type exists.
This guide uses the new quote screen. If the quote opens on the classic screen, click Use New Version at the top of it.

1
Set up a discount type
1. Go to Admin > Maintenance > Data Maintenance.
2. Click the filter search bar (Filter or search…), choose Data Type, type Discount and click Apply (1). The filter shows as a chip above the table; click its remove button to clear it.
3. Hover over the DiscountType row and click the edit icon (Edit) at its right end. The table's editor opens.
4. Click Add Record. Cetec saves a blank row straight away (Saved - 1 created, 0 updated, 0 deleted). The row is already Active at 0%, so fill it in and save it before you leave.
5. In the new row, fill in:
  
  Name – what sales people pick from the list, such as Distributor 10%. Names must be unique.
  
  Discount Percent – a percentage of the line's resale, or
  
  Discount Amount – a fixed amount off per unit; it extends as the quantity increases.
  
  Active – leave ticked. Only active discount types appear on quotes.
6. Click Save Changes. Cetec reports Saved - 0 created, 1 updated, 0 deleted.
2
Add a discount to a quote line
1. Open the quote. The quote must be open or pending for its lines to be editable.
2. In the lines table, find the Discount column (between Ext. Resale and Final Resale) and click Add on the line.
3. Cetec shows Added discount and adds a Discount n row under the line, at $0.00 for now. In its (select discount) box, type part of the discount type's name and pick it.
4. In the box beside it (it starts at 0), type the discount: a number with % (for example 10%) for a percentage of resale, a number without % for an amount per unit. Picking the type alone doesn't fill in its percent or amount, so the discount stays $0.00 until you type a figure. Cetec saves when you click away from the box; the totals take a few seconds to update.
5. The line's Final Resale and the quote totals update. The Discount column now shows the discount amount instead of Add; click it to add a second discount to the same line.
6. To remove a discount, click Delete on its Discount n row. It's removed at once, without a confirmation (Delete Discount).
3
Check the discount on the order and invoice
1. Commit the quote to an order as usual. Cetec copies each quote line's discounts to the matching order line.
2. When the order is invoiced, Cetec copies each order line's discounts to the invoice line.
3. Open the order or invoice to confirm the prices before sending it to the customer. The order line's Resale is already the discounted price; the order screen doesn't list the discount itself.