06 · Capabilities
Opt-in

Discount categories

Define reusable discount rule sets, assign customers to a category, and evaluate the applicable discount on an order/invoice line.

5 min read · updated 28/05/2026

Opt-in Capability · off

Discount Categories is switched offDiscount Categories

You can read the guide. An owner or manager flips this Capability on in settings — it then lights up across the app.

Overview

Opt-in Capability · off

Discount Categories is switched offDiscount Categories

You can read the guide. An owner or manager flips this Capability on in settings — it then lights up across the app.

Stop keeping each customer's "special rate" in your head or in a side register. Discount categories let you write a discount rule set once — say 5% off for your regular kirana buyers — assign the right customers to it, and let Neev work out the discount on every line. One place, same rule for everyone in the group, no per-bill guesswork.

Discount categories are an opt-in Capability. Capabilities are normally switched on by the Owner, but this one can't be turned on today — it isn't yet in the feature catalog and isn't wired into the app. It lands in a later release.

Where to find it

There is no live screen for discount categories yet. It does not appear in the sidebar for any role, and there is no canonical route in the app today. Once the Capability is registered and enabled, it will surface for the Owner only.

This article documents the shipped rules so you know how the feature behaves the day it goes live.

Key concepts

  • Discount category — a named rule set with one base discount (either a percentage or a flat amount per line). Every customer assigned to it inherits the base unless a more specific rule overrides it.

  • Rule — an override inside a category, targeted either at one product or at a product-category label (like "Detergents"). A rule sets its own percentage or flat amount.

  • Assignment — the link between a customer and one category. A customer can be in only one active category at a time.

  • Evaluation — the read-only step that works out the discount for a set of order lines. For each line it picks the most specific match and returns a per-line breakdown:

    product rule → product-category rule → category base. A product-specific rule wins; if none, a matching product-category-label rule applies; if neither, the category's base discount applies; if there's no base either, the line gets no discount.

The evaluator applies a percentage or a flat per-line amount. Tiered (quantity-slab) and BOGO rule kinds are placeholders for now — they resolve to no discount until a later release.

Common workflows

1
Create the category
Open discount categories, hit New, name it (e.g. "Regular kirana"), and set the base discount — either a percentage like 5% or a flat amount per line. Set the valid-from date; leave valid-to open-ended for an always-on rate.
2
Add rules for the exceptions
Inside the category, add a rule only where the base shouldn't apply — pick a single product or type a product-category label, then set that rule's own percentage or flat amount.
3
Assign customers
Open the category and assign each customer who should get this rate. If a customer is already in another category, unassign them there first.
4
Check what a customer gets
Run an evaluation against a customer and a set of lines. Neev returns each line's discount and which rule decided it — base, product rule, or product-category rule — so you can confirm the rate before you bill.

Role notes

Only the Owner works with discount categories. The four powers here — view categories, create/edit categories and rules, assign or unassign customers, and run the evaluator — are Owner-only by default.

Because the Capability isn't registered into the live catalog yet, even the Owner does not hold these powers today. They bind to the Owner once the Capability is registered and enabled. No other role gets any access to discount categories.

Tips & time-savers

Tip
Set the base discount once on the category, then add rules only for the exceptions. Any product a rule doesn't cover automatically inherits the base — so a "5% off, except 8% on detergents" group is one base plus a single rule, not a rule per product.

Gotchas

Warning
A customer can be in only one active category at a time. If you try to assign someone who is already assigned, Neev blocks it — unassign the old category first, then assign the new one.
Warning
Archiving a category is one-way and needs a reason. There is no "un-archive" — to bring a retired rate back you create a fresh category. Archive only when you're done with that rate for good.

Related