Learn Mokapen

Discounts (Orders)

The Discount page under Settings → Sales → Orders defines the automatic rules Mokapen applies to sales orders: quantity discounts by product/service groups and tiered discounts on the total net amount. It is not a price list: it is the engine that, when conditions are met, writes percentages on the order (in cascade with customer discount, line discount and manual discount).

For day-to-day order use (lines, PDF, sync) see the Orders guide. For delivery costs see Shipping.

Where it is and who can edit

Path: Organization settings → Sales → Orders card → Discount.

• Member (and above) — can open and save discount rules.
• Requires the Orders app with a suitable Premium plan (same requirement as the Orders area). Without a plan, the Orders card in Sales settings is not usable like other premium apps.

Priority 1→4 (as shown on the page)

In the UI items are numbered. «Stackable» means levels apply in cascade on the remaining base (percentages are not summed into one discount). Application order on line/order net:

1. Customer discount — dedicated % on the company record (discount_rate). No rules to edit on this page: «system feature».
2. Item discount (fixed) — % on the line (discount_rate from catalog or line). «Stackable» badge; the org rule editor for this level is not active in the UI (managed on product/service and order line).
3. Item discount (by quantity) — configurable here: product/service groups + quantity ranges → %.
4. Discount on total net amount — configurable here: order net ranges → %.

On the order document you can still add a manual discount (sales lever): it is the last cascade level, not a rule on this page.

Full cascade (verified on order calculation)

For each line item (except «text-only %» types), Mokapen starts from price × quantity and applies in sequence:

1. customer discount %;
2. line / fixed item discount %;
3. quantity discount % (from org rules or already saved on the line);
4. total amount discount % (from org rules, if triggered);
5. manual document discount %.

Then it calculates VAT on the net after discounts. Shipping cost is added to order totals after line items (it is not a discount).

Simplified example (one €1,000 net line): customer 10% → 900; line 5% → 855; quantity 2% → 837.90; total-amount 1% → 829.52; manual 3% → about 804.64; then VAT. The percentages do not become a single «21%».

Quotes: share customer / line / manual logic, but this page's org quantity and total-amount rules are designed for orders (they do not replace a dedicated quote price list).

Configure quantity discount

1. Open level-3 card and create/edit a rule group.
2. Select one or more product and/or service groups (catalog groups).
3. Add tiers: min–max quantity → discount %.
4. Save. On an order, when a product/service line in that group reaches the quantity, Mokapen resolves the % and applies it in cascade.

A catalog group should not be repeated across overlapping rules: in the UI already-used options may be unselectable. If the line already has a saved quantity %, automatic recalculation may keep that value depending on totals sync options.

Configure discount on total net amount

1. Open level-4 card.
2. Define net amount ranges (after line/customer/quantity discounts used for the threshold calculation) → %.
3. Save. When the order's partial net enters a tier, the total discount on the header appears/updates.

Recommended process

1. Align groups in the Products/Services catalog (without groups, quantity discount has no target).
2. Set typical quantity tiers (e.g. 10–49 → 3%, 50+ → 5%).
3. Add order volume tiers (e.g. over €5,000 net → 2%).
4. Create a test order with a customer that has/does not have a dedicated discount and check the totals block line by line.
5. Document internally whether sales can still use the manual discount (last level).

Use cases

• Wholesale — high quantities on a «Refills» group discount automatically; customer discount stays for top accounts.
• Volume campaign — only total-amount tiers, without touching company records.
• One-shot negotiation — org rules at zero; only line + manual discount on that order.

FAQ

Q: Do percentages add up?

A: No: they apply in cascade on the remaining base.

Q: Can I edit the customer discount on this page?

A: No. It is set on the company in the directory.

Q: Does it also apply to quotes?

A: Customer/line/manual yes in document logic; this page's quantity and total rules are focused on orders.

Q: Where do I see the breakdown on the order?

A: In the totals block of the items section: levels appear separately when set.