How Do I Set Discounts at Product, Category, and Company Level in DoPricer?

How discount levels work

DoPricer supports three levels of discount, applied in strict priority order. When a line item is created, DoPricer checks each level in turn and stops at the first match:

1. Per-product discount — a specific discount for a specific product SKU at this Company (highest priority)
2. Category discount — a discount for all products in a given category at this Company
3. Default discount — a blanket discount applied to everything at this Company when no other rule matches

You can configure one, two, or all three levels for a given Company. They work independently — setting a default discount doesn't prevent you from also setting per-product or category discounts for specific cases.

Setting a per-product (SKU-level) discount

Per-product discounts are set directly on the Company record in HubSpot.

1. Go to the Company record in HubSpot
2. Find the Discount By Product Items property (in the DoPricer property group)
3. Enter the discounts as a comma-separated list of SKU=discount% pairs

Example: VXC+VC=28,ABC123=15,ABC124=20

Each SKU is matched exactly against the product's SKU in your HubSpot product library. If a match is found when a line item is created, that discount is applied and DoPricer stops — no category or default discount check is made.

Tip: SKUs are case-sensitive. Make sure the SKU you enter here matches exactly what is set on the product in your product library.

Setting a category discount

Category discounts require two things to be in place: products must have a Product Category assigned in the product library, and the Company must have a corresponding category discount property set.

Note: Product category configuration is set up by HubDo Support. If you don't yet have a Product Category property on your products or category discount properties on your Company records, contact support@hubdo.com to get this configured.

Once category discounts are set up:

Step 1 — Check that products have their category set

1. Go to your HubSpot product library
2. Open a product record
3. Find the Product Category property and confirm it is set to the correct category (e.g. Pumps, Consumables)

Repeat for all products. Any product without a category set will not match a category discount rule.

Step 2 — Set the category discount on the Company

1. Go to the Company record in HubSpot
2. Find the category discount property for the relevant category — for example, Pumps Disc% or Consumables Disc%
3. Enter the discount percentage

DoPricer will apply this discount to any line item where the product's category matches — provided no per-product SKU discount was found first.

Setting a default (company-level) discount

The default discount is the simplest to configure and acts as a fallback for any product not covered by a SKU or category rule.

1. Go to the Company record in HubSpot
2. Find the Discount Default property (in the DoPricer property group)
3. Enter the discount percentage

If no per-product or category discount matches when a line item is created, this percentage is applied. If Discount Default is empty, no discount is applied.

Preventing discounts on specific products

Some products should never be discounted, regardless of what is configured on the Company — for example, delivery charges or service fees.

To mark a product as non-discountable:

1. Go to your HubSpot product library
2. Open the product record
3. Find the DoPricer Discount Always Empty property
4. Set it to Yes

This overrides all Company-level discount settings. DoPricer will never apply a discount to line items for this product, regardless of SKU, category, or default rules.

How to confirm which discount was applied

Every line item DoPricer processes has a DoPricer Discount Message property written to it, recording exactly what happened. The possible values are:

You can add the DoPricer Discount Message property to your line item view in HubSpot to see this information at a glance.

Summary

Related articles

• How do I set up pricing rules for different customers?
• How do I update custom prices on product records?
• Where can I find a list of all my company's pricing rules?

 For more help please email support@hubdo.com