Discounts and coupons
PLANA supports three patterns for reducing the price a customer pays:
| Pattern | Use when |
|---|---|
| Manual line discount | One-off, "give 10% to this customer this time" |
| Price list rule | Recurring, "wholesale customers always get 10% off" |
| Coupon / promo code | Marketing campaign, "use code SPRING2026 for 15% off" |
Manual line discount
On any quotation line, the Discount column (visible by default in v18) takes a percentage:
Product Qty Unit Disc% Total
Widget 10 50 10 450The line total is calculated Qty × Unit × (1 – Disc/100). The journal entry posts the discounted amount; no separate discount account.
To show the original price + the discount on the customer's PDF, configure the quotation report template (in Settings → Technical → Reports if you have technical access).
Coupon / promo codes
For marketing campaigns:
Sales → Configuration → Promotion programmes → Create.
| Field | What |
|---|---|
| Name | Internal label |
| Type | Code-based or automatic |
| Code | The string customers enter (e.g. SPRING2026) |
| Discount | % off or fixed amount |
| Conditions | Min order value, applicable products, max uses, expiry |
Once created, share the code through your marketing channels. When a customer enters the code on the customer portal (or you enter it on their quotation), PLANA applies the discount.
For automatic promotions (no code required, applies when conditions are met), set Type = Automatic. PLANA evaluates every quotation and applies the discount if eligible.
Tracking redemption
The promotion record tracks:
- Number of uses
- Total discount value granted
- Per-customer redemption (to enforce one-per-customer rules)
Useful for measuring campaign ROI:
| Metric | Value |
|---|---|
| Times redeemed | 47 |
| Total discount given | BGN 4,200 |
| Total revenue with code | BGN 38,000 |
| Average order value with code | BGN 808 |
Combining discounts
By default, manual line discount and coupon discount stack. To prevent stacking, set "Disallow with line discount" on the promotion.
Price list pricing applies first; manual / coupon discounts apply on top.
VAT implication
Discounts apply before VAT. A 10% line discount on a BGN 100 line (20% VAT) results in:
- Net: BGN 90
- VAT: BGN 18 (20% of 90, not of 100)
- Gross: BGN 108
The VAT report reflects the discounted net.
Refund-on-return discounts
When you accept a return and refund the customer, the discount that was applied to the original sale carries through automatically — the credit note has the same line discount as the original invoice.
Where to read more
- Quotations — applying discounts at quote time
- Price lists — the recurring-pattern alternative
- Customer invoicing — how discounts appear on the invoice
- VAT and Bulgarian fiscal — VAT applied to net (post-discount)