---
title: "Business Rules > Discounts "
url: "https://epona-support.ardex.tech/en/article/business-rules-discounts"
language: "en"
last_updated: "2025-12-30T23:57:00.130Z"
---

# Business Rules > Discounts 

Discount Rules allow admins user to define **workspace-wide automatic discounts** that are applied consistently across procedures and transactions in EPONA.

These rules help reduce manual work and automatically update pending transactions when rules change.

![](https://cdn-assets.productfruits.com/06b950a9-04f5-43d0-80fd-6cb486e90273)

## Where to Find Discount Rules

**Settings → Business Rules → Discounts Tab** 

The *Discount Rules* tab appears next to **Bundled Procedures**.

## What Are Discount Rules?

Discount Rules define:

**Who** receives a discount (specific Contact or all contacts)

**On what** (Items \[Sales Account Codes, procedures items, daily charges\])

**How much** discount is applied (%)

**When** it applies (automatically to pending transactions unless overridden)

Once created, Discount Rules automatically apply to eligible transactions where *Discount Rules* are enabled.

## Creating a Discount Rule

Admins can create and manage Discount Rules at a workspace level.

### Rule Fields

#### 1\. Items (Required, Multi-select). Search and select specific items. Display includes:

-   Daily Charges
-   Procedures items
-   Other Fees
-   Sales Account Codes

Each item is displayed with a badge label.  
(You have the ability to select "All" items*.*)

#### 2\. Discount % (Required)

-   Value between **0 and 100**
-   Supports up to **3 decimal places**

#### 3\. Apply To (Required, Multi-select)

-   Select **Contact or "All"**

### Inline Editing & Management

-   All fields are editable directly in the table
-   Rules can be deleted at any time and will affect pending transactions, once approved it will maintain business rule approved 
-   “Show more” is used when many contacts are linked to a rule to avoid clutter

## Rule Constraints & Logic

### Uniqueness & Priority

A Contact or Contact Group can belong to **multiple rules**

If multiple rules apply to the same item:

**EPONA applies the highest discount (%)**

## How Rule Changes Affect Transactions

Whenever a Discount Rule is **created, edited, or deleted**, EPONA checks for pending transactions.

### Which Transactions Are Impacted?

A transaction is impacted only if:

-   Status = **Pending**
-   **Discount Rules checkbox = checked**
-   **Manual Discount = non applied**
    -   Transactions where users manually disabled Discount Rules are **excluded**.

### What Happens on Rule change?

EPONA runs a batch process:

-   **Rule Created** → Discount is applied
-   **Rule Edited** → Discount is recalculated
-   **Rule Deleted** → Discount is removed

All pending transactions are updated automatically.