Financial Offers

1 min readUpdated Aug 28, 2026AllHow ToSuggest edit

What this page is for:
 Financing levels and which discounts each level unlocks on the job Discount tab.

Where: /portal/sales/financial-discounts
 Title: Financial Offers | Klaus Connect
 Heading: Financial Offers — Manage discount configurations for different financing levels

Steps:

  1. Table: Finance Offer, Level, Status (Active / Inactive), Discounts, Actions. Empty: No Finance Levels Found.

  2. Add New → Add New Finance Level · Finance Level Information: Description (), Level Name (), Level Number (*), Status. Attach active discounts. Create Finance Level (Creating...). Success: Finance level created successfully.

  3. View/edit discounts on a level. Delete: Are you sure? — Delete "{name}"? Yes, delete it! → Finance level has been deleted.

Discount badges: Same Day, Coupon, Promotion, Manager.

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