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Can I Restrict Discounts to be Whole Number Percents?

Yes! There are 3 steps to allow only whole number percent-based discounts (e.g. 20% off list price) be used by your sales team.

  1. <a href="#set-percent-discount-precision">Set percent-based discount precision to 0</a>
  2. <a href="#restrict-price-discount-type">Restrict the Price discount type</a>
  3. <a href="#save-the-sku">Save the SKU</a>

Steps

<div class="hash-anchor" id="set-percent-discount-precision"></div>

1. Set percent-based discount precision to 0

<a href="https://wf.revops.io/knowledge/how-to-restrict-percent-discount-decimal-digits#set-decimal-point-field">Setting the maximum number of decimal digits of a SKU’s percent-based discount</a> can be done in the SKU’s settings. Look for the Number of digits after decimal point in percentage-based discounts field and set it to 0.

Blue arrow pointing to the Number of digits after decimal point in percentage-based discounts field
Blue arrow pointing to the Number of digits after decimal point in percentage-based discounts field

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2. Restrict the Price discount type

While you are editing your SKU, <a href="https://wf.revops.io/knowledge/how-to-restrict-discount-types#set-restrictions">restrict the user roles allowed to apply the Price discount type</a>. Click on the Show Adjust Price Permissions field under the Price adjustments heading.

Show Adjusted Price Permissions is highlighted blue
Show Adjusted Price Permissions is highlighted blue

Remove all user roles you wish to restrict from setting a Price type discount. RevOps recommends leaving manager level roles to help their reps in the rare case this discount type is needed.

Blue arrow and box highlight the Adjust Price Permissions with Deal Desk Manager and Sales Manager roles
Blue arrow and box highlight the Adjust Price Permissions with Deal Desk Manager and Sales Manager roles

<aside class="callout">🔒 Admin users are always able to set discounts of any type. Restricted users should reach out to their managers or admins for help.</aside>

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3. Save the SKU

Finally, remember to save your SKU by clicking the Save button at the bottom of the page.

Blue arrow points to the Save button
Blue arrow points to the Save button

Congratulations 🎉

It’s easy to set up your sales team to only use whole number percent discounts when making deals. First, set the number of digits allowed on percent discounts to 0. Second, restrict your sales users from using the Price discount type. Finally, save the SKU and you’re off to the races. 🚵

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