Create and manage discounts

Overview

Phasio’s discount system allows manufacturers to offer strategic pricing incentives through flexible, configurable rules. Use it to drive sales, reward loyal customers, or respond to market conditions by applying discounts.

This guide explains how you can create and manage discount codes.

Create discount codes

To manage or add new discounts:

1. Navigate to Discounts under the Growth section from the main sidebar.
2. Click + Add New

Enter the following fields:

1. Create Discount Code

   Enter a unique, memorable discount code that customers will use during checkout to activate the special pricing. Consider using codes that reflect the promotion's purpose (e.g., "NEWYEAR25", "LOYALTY10", "WELCOME15") for improved marketing effectiveness and customer recognition.

2. Set Discount Percentage

   Specify the exact discount percentage to be applied to qualifying orders, carefully calibrating the reduction to balance customer appeal with business profitability targets and margin requirements.

3. Define Activation Period

   Define the precise activation period for the discount by establishing:

   • Start date: When the promotion becomes available to customers
   • End date: When the promotion automatically expires

   This temporal control ensures promotions align with marketing campaigns, seasonal events, or specific business objectives

4. Activate Discount

   Click Add Discount to activate the promotion and make it available within your ordering system

👉 The discount is now active and customers can apply it during checkout by entering the specified code.

Edit or delete discount codes

Once a discount code is created, the code and percentage fields are locked and cannot be changed. You can only update the start and end dates:

1. Click the ··· button on the discount row
2. Select Edit Dates to modify the schedule

To remove a discount entirely:

1. Click the ··· button
2. Select Delete to invalidate and remove the code permanently