---
title: "Set up a discount series"
description: "Note If the Auto numbering for the discount is selected in the Discount codes (AR209000) window, the system will automatically create a new series for you. The field will display before you save."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-discounts/set-up-a-discount-series/index.md
lastmod: 2026-02-23
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-discounts/llms.txt


# Set up a discount series

Last modified February 23, 2026

> Note If the Auto numbering for the discount is selected in the Discount codes (AR209000) window, the system will automatically create a new series for you. The field will display before you save.


1. Go to the [Discounts (AR209500)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/index.md) window.
1. Click ![icon-select](https://docs.vismasoftware.no/media/visma-net-erp/icon-select.jpg) to select the **Discount code** you want to use.
1. In the **Series** field, click ![icon-select](https://docs.vismasoftware.no/media/visma-net-erp/icon-select.jpg) and select a series number from the list or enter a new number manually.

    > [!NOTE]
    > If the **Auto numbering** for the discount is selected in the [Discount codes (AR209000)](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/discount-codes-ar209000/index.md) window, the system will automatically create a new series for you. The field will display **<NEW>** before you save.
1. In the drop-down list **Discount by**, select whether the discount should be specified by **Percent** or **Amount**.
1. In the drop-down list **Break by**, choose a range for the series in the form of **Quantity** or **Amount**.
1. If the series is active, select the **Active** check box.
1. If the series is a promotional discount, select the **Promotional** check box.

    > [!NOTE]
    > For promotional discount series, you must specify the effective date and the expiration date.
1. If you want the discount to be prorated, select the **Prorate discount** check box. This requires that you have chosen **Amount** in the **Discount by** drop-down list.
1. Click ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).

<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/manage-discounts/the-principles-of-customer-discounts/index.md">The principles of customer discounts</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-discounts/about-customer-discounts-and-series-for-discounts/index.md">About customer discounts and series for discounts</a></li>
</ul><h3>Tasks</h3>
<ul><li><a href="/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-or-disable-customer-discounts/index.md">Enable or disable customer discounts</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-discounts/add-discount-codes/index.md">Add discount codes</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-discounts/add-customers-to-a-discount-series/index.md">Add customers to a discount series</a></li><li><a href="/visma-net-erp/help/customer-ledger/manage-discounts/add-discount-breakpoints/index.md">Add discount breakpoints</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/index.md">Discounts (AR209500)</a></li>
</ul>


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[View this page](https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/manage-discounts/set-up-a-discount-series/)