Discounts

WinSum has five ways to lower the price for a customer, and they work differently: one is printed in the commercial proposal as a separate line, another looks like an ordinary line, the third the system calculates by itself, the fourth is not visible in the document at all, and the fifth — the negotiated price — fits the product prices to the sum you named.

Below is which one fits when.

In brief: what to choose#

1. A personal discount in the commercial proposal#

The most ordinary case: a percentage discount on the whole order.

Where: the order card, the «Оплата» block, the field «Скидка, %».

How it works. Enter a percentage from 0 to 100 and press «Сохранить скидку». The order total and the balance due go down at once, and a discount line appears in the summary block of the КП — right above the line «Итого»:

Цена за м²         400,00
Общая площадь        8,75 м²
Монтаж              60,00
Скидка 5 %        −178,00
Итого            3 382,00

The discount is calculated from the подытог — the sum of the products and the services together. There is no separate «Подытог» line in the document: the customer sees the components and the total.

The discount is stored in the order: the total in the card, the balance due, the КП and the reports show the same figure. An already issued КП is a paper with its own figures: if you changed the discount, issue the КП again.

2. A discount as a fixed amount — as a service line#

A percentage cannot do everything. When you need to take off a round sum or to caption the discount in your own words — create a service line with a negative amount.

Where: the order card, the block «Услуги».

Add a line, name it the way it should look in the document, and set the amount with a minus sign:

Монтаж                          620,00
Скидка постоянному клиенту     −500,00

The line will get into the КП with exactly this caption. This is the only way to show the customer the reason for the discount right in the document.

Such a line is part of the подытог, which means the percentage discount is calculated after it.

3. Materials priced from the real purchase — the system does it by itself#

Where: nowhere as a separate line. It is already inside the item prices of the order. There is nothing to configure.

Why it works this way. Every product is calculated as if profile stock bars were bought for it alone. But the order is cut as a whole: the parts of all products go into a common pool and are cut together, and fewer stock bars are used. Glue and screws, on the contrary, are bought in whole pieces even when a product consumes a fraction. So the materials of every item of an order are priced from its share of the common purchase — of what we will actually buy on the supplier request.

There is no separate «cutting discount» line any more. The item prices of the order add up to the total, and it adds up on its own.

Where the rule does NOT apply. Then item prices equal calculation prices, and the difference is shown as one line «Материалы по общей закупке заказа» under the items table:

1. the order was calculated before 23.09.2026 — press «Пересчитать заказ» and the difference will go into the item prices;
2. «Умный учёт остатков» is switched on — the items are already calculated with off-cuts from stock, and counting the saving a second time would return to the customer what he never paid;
3. profile is priced by metres (the «by metres» and «metres + waste percentage» modes) — the customer is charged metres, not stock bars.

4. Lowering the markup#

Strictly speaking this is not a discount but a different price: you simply earn less.

• For the whole company — lower the markup in the ценовое правило: Справочники → Ценовые правила.
• For one profile system — set a lower markup for the system: Справочники → Профильные системы, the «Наценка» column.

Details are on the page «Prices and markups».

In the document such a discount is not marked in any way: the customer simply sees a price. If you want the discount to be visible, use way 1 or 2.

5. The negotiated price#

When the customer has been given a round sum, enter it in the «Оплата» block, the «Negotiated price» field. The order total becomes exactly that sum, and the difference from the calculated total goes into the product prices — with no separate «discount» line in the document. Services do not change.

The negotiated price works both ways: it can lower the total and it can raise it. It does not work together with a personal percentage discount — only one of them applies.

How it behaves when the order changes and who sets it — on the page Orders and documents, section «The money on an order».

How it all adds up together#

An example: an order of two windows calculated at 1 750,00 each; the common purchase of materials came out 40,00 cheaper, so in the order they cost 1 730,00 and 1 730,00. Installation 60,00, discount 5 %.

«Подытог» is a step of the calculation: it is not printed as a separate line in the commercial proposal.

If a negotiated price is set, «Total in the КП» is exactly that price: such an order has no personal discount, and the difference is already inside the product prices.

What the system does not have#

So that you do not go looking for it:

• There is no discount inside the ценовое правило. The rule defines only the markup. There is one percentage discount in the system — at the level of the order.
• There are no personal discounts by customer or customer group. The discount is set in a specific order, it is not stored in the customer card. If a regular customer needs the same discount every time — set it in each of their orders, or create a discount line as a service.

Who is entitled#

The owner and the sales manager can create a КП and set a discount, a negotiated price and the markup of a single order. Changing ценовые правила — only the company owner.