Set up a discount series
/visma-net-erp/help/customer-ledger/manage-discounts/set-up-a-discount-series
section
2026-02-19T17:09:06+01:00
# Set up a discount series
1. Go to the [Discounts (AR209500)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discounts-ar209500/) window.
1. Click  to select the **Discount code** you want to use.
1. In the **Series** field, click  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)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/discount-codes-ar209000/) 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 .
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