Discount Groups

In this section, you can configure and manage discounts for specific accounts. The system includes three discount groups by default, but you can add more as needed.

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Click on the action menu to create a new discount group. Add a name, percentage, and a comment, then click Confirm.

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In the next step, you will add names in different languages.

To apply discount groups to your fees, navigate to the tab Fee Categories.

Click the action menu for the fee category where you want to apply the discount. Then, select "Apply Discount" in the Fee Category settings.

Navigate to the account that should receive the discount. Click on the Action menu, select "Edit," and select the desired discount group from the dropdown menu. Then click "Confirm."

The account will now display a symbol indicating it has a discount group. Hover over the symbol to see which discount group is applied.

The discount will be applied when processing a trade order. For example, if the discount is 10% and the fee is set to 2 SEK, the discount will reduce the cost accordingly.

You will always see a summary at the bottom of the ticket, and you can also view the fee details in the Fee section.