Edit Discounts in Industries CPQ Cart

You can edit a discount irrespective of how it was added to the Industries CPQ Cart. You can do so by either clicking the pencil icon after the discount is in the cart and before it is activated or by using the "New Custom Discount" button. You can edit specific fields such as the discount percentage, the time plan of recurring discounts, and the duration of discounts.

Note

Editing a discount is distinct from creating custom discounts. See Define Custom Discounts in Industries CPQ Cart.

• You cannot edit an order-based discount after it has been activated.

• You can edit an account-based discount in any new cart. See Create an Account-Based Discount.

• You can edit contract-based discounts using the Amend Frame Agreement option. See Create a Contract-Based Discount.

To edit a discount:

1. Go to the Cart by opening the order record detail page and clicking CPQ.
2. Select a price list.
3. Click the Discounts tab on the right pane in the Cart.

   You will see a list of discounts.

4. Click the pencil icon to edit the discount.
5. Make your changes and click Save.
   

   Note

   You cannot edit a discount that has been activated in the same cart where you created or modified it. See Activating and Deactivating Discounts.