IngramCloud

This process will define steps for you to create discounts on a single product or on multiple products that you can then offer to your end-customers. This will allow you to set your own prices that will be shown in the Customer Control Panel (CCP) to your internal staff users as well as to your end-customers.

1. Click on the Classic Panel in the top navigation menu.
   
   
2. Click on Billing in the top navigation menu.
   
   
3. Once in Billing, click on Marketing in the left navigation menu, then select Product Groups tab from within the Promotion screen. 
   • Product Groups tab is where all the desired service plans (products) for a discount are stored. Product Groups can be reused for multiple discounts.
     
     
4. To create a new Product Group, click on Add New Product Group.
   
   
5. In the Product Group Edit screen enter the name for the Product Group. For best practice we recommend that you enter contains the name of the vendor you are creating the discount for. E.g. Google Workspace, Office 365, Microsoft 365, Adobe etc. Press the Save button after entering the desired Name.
   
   
6. After naming the Product Group, click on the Resource Rates tab.
   
   
7. On the Product Group Resource Rates screen, click Assign Resource Rate.  
   
   
8. On the Product Group Assign Resource Rate screen, search for the Service Plan (product) that you wish to include in the Product group, by clicking the magnifying glass icon.
   
   
   
9. Within the search list, add the Service Plan to the Product Group by clicking on the plan name(s).
   
   
   
10. After adding the Service Plan, add the Resource following the same steps as adding the Service Plan.
    
    
    
11. After including the Service Plan and Resource, click on the Save button.
    
    
    
12. Next, click on Discounts tab and then click on Add New Discount.
    
    
    
13. When creating a discount, two fields are required: Name and Discount Rate. For best practice when creating the name, we recommend including the name of the Vendor and the discount rate.
    • NOTE: Please be sure to change the Status to Active, otherwise the discount will not be implemented.
      
      
14. After creating the discount, navigate back to the product group you just created. In the Product Group page, click Discounts.
    
    
    
15. On the Product Group Discounts screen, click Assign Discounts.
    
    
    
16. On the Product Group Assign Discounts screen, you will see a list of discounts you have created. Select the one you wish to include for this product group by clicking the Name of the discount.
    
    
    
17. Stay within the Marketing tab and Discount section to assign an Account (end customer) to a discount. To do so, click on Accounts.
    
    
    
18. On the Discount Accounts screen, click Assign Account(s).
    
    
    
19. Next, search for the Account(s) you wish to include in the discount you have just created
    
    
    
20. This will successfully create a discount for the desired product group and end-customer accounts.