How Do I Edit an MSO Discount Flow?

This article pertains to functionality in the Latest Version of Treez.  Manual Central Discount Management is currently in Beta.

Question:

How do I edit an MSO Discount Flow?

Answer:

Navigate to MSO Manual Discount dashboard

• Locate the discount in discount table you wish to edit

• Click on ellipsis directly to the left of discount

  • Click “Edit”

• This will launch same page view and sub-section UI/UX highlighted in Add Discount flow above

• Hit “Next” to scroll though the pages to locate the parameter you wish to edit

  • Editable fields on Discount Information Page = Global Conditions, Discount Type, Requirements

  • Editable fields on Store Selector Page = Subset of stores client to include/exclude from discount

• After you edit desired parameters, do a final review and hit “Finish”

  • Edited discount saved

Note: After launching “Edit”, user will navigate through same screens/flow as indicated above for “Add Discount”