How to Set Customer Discount Limits?
Discounts are where margin quietly leaks. Rentablez gives you two levers so it doesn’t: an organization-wide ceiling that caps how much anyone can discount, and a per-customer discount that each regular customer carries onto their orders automatically. Set the ceiling once; set the per-customer figure whenever a relationship earns it.
Default, then override. The org setting is a maximum — a guardrail for the whole team. The number on each customer’s profile is their actual standing discount, and it can be anything from 0 up to that maximum. This page covers the ceiling; the per-customer figure lives on the customer profile.
Which lever do I want?
| Your goal | Which setting | Where |
|---|---|---|
| Stop staff from over-discounting | Max Discount Limit (the ceiling) | Settings → Customer Discount |
| Give a specific customer a standing 10% off | Discount % on that customer | Customer profile → General Info |
| Allow unlimited discounting | Set the ceiling to 0 |
Settings → Customer Discount |
Set the ceiling
- Go to Settings → Customer Discount.
- In Max Discount Limit, enter the highest standing discount any customer should ever get (0–100%).
- Click Save.
What the numbers mean
| Value | Behavior |
|---|---|
| 0% | No limit — any discount can be assigned to a customer |
| 1–99% | No customer can be given a standing discount above this |
| 100% | Full discount allowed (not recommended) |
Set the ceiling to the most a manager would approve, not the most you’ve ever given. It’s a guardrail — keep it tight, and raise it later if you genuinely need to. Once set, the customer profile shows the cap right on the field (e.g. “Discount % (max 15%)”), so staff can’t wander past it.
Then set a customer’s own discount
The ceiling on its own discounts nobody — it just sets the limit. To actually give a customer a standing discount, open their profile, go to General Info, and enter their Discount % (the field shows the max you configured above). From then on, that percentage is applied automatically to their orders — no need to remember it order by order.
Changing the org ceiling later doesn’t touch discounts already saved on customers. If you lower the ceiling below a customer’s existing figure, their saved discount stays until someone edits that customer.
Who can change this?
Only users with Settings Write permission can change the ceiling. If there’s no Save button, ask an admin to adjust your role. Setting a customer’s own Discount % needs Customers Write instead.