Apply a global discount

A global discount is one rebate applied across an entire offer option, set at the Finalise step. It is distinct from the reusable discount templates you save under Settings: templates are named rebates you reuse, while a global discount is the one you apply to this offer, here and now. It is also distinct from a line-level rebate on a single item, and from a custom deal value that sets a fixed total.

Before you start

• The offer must be in draft. A signed offer keeps the version the customer already saw, so withdraw or wait out a pending signature before changing prices.
• You need the price-editing right to apply rebates.
• Decide which layer you need. Discounts apply in three layers that stack in a fixed order, so you can combine them. See How discounts stack below.

How discounts stack

Three discount layers apply, in this order, and they stack on purpose so you can combine them:

1. Line-level rebate: a discount on an individual line item (a specific solar component, battery, wallbox, and so on).
2. Option-level global rebate: the discount this page is about, applied across the whole option.
3. Custom deal value: a fixed total that overrides the computed price for the deal.

Apply the global rebate

1. Open the offer option you want to discount.
2. At the Finalise step, set the global rebate as either an absolute amount or a percentage. You can also apply one of your saved discount templates as the global rebate instead of typing a value in.
3. Click Save. The rebate is stored at the option level and applied after the line-item math.
4. Open the customer's view of the offer and confirm the rebate row reads the way you expect before sending. If the offer carries multiple payment options (Cash, financing, or lease), check the rebate on each option's PDF, since each one prices the whole offer separately.

How it shows on the customer's offer

The Components Overview itemizes prices and rebates separately, so the rebate is visible rather than embedded in each price:

• Each component displays its unrebated list price, the full per-component price before any rebate.
• The global rebate, and any line-level rebate, shows on a dedicated rebate row beneath the components.
• The customer sees a layout like: "Component X — €Y, Component Y — €Z, … Rebate: –€R, Total: €N."

Things to know

• Margin figures stay inside your company. Offer- and option-level margin is visible only to users in your own workspace, such as account managers and installer admins. Users outside your company see the offer without it.
• A custom deal value also hides margin. When you override the total with a custom deal value, the margin % is hidden even in the account-manager view, since the agreed deal value is the meaningful number at that point.
• Financed payment options may not honour a flat-percentage rebate. An offer option runs as either the classic per-system layout or as several whole-offer payment options (Cash, financing, lease), each pricing the whole offer separately and rendering its own PDF. A financed option prices off the partner's loan quote and doesn't always apply a flat-percentage rebate the way a cash line does, so preview each option's PDF before sending.
• A global discount is separate from the margin and commission fields. Alongside the customer-facing rebate on this page, each option carries a company margin and a sales-rep commission, set on the Payments and Finalise steps, that adjust your own figures without changing the price the customer sees. A global discount lowers the customer's price; those fields do not.

Last updated on September 9, 2026