# Discount Card Management

Staff use this option to manage records by updating details, marking cards as discontinued, or adding new information.

{% hint style="warning" %}
The master record can be modified only if the discount has not been billed.
{% endhint %}

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## Various Features

### Sorting and Filtering

This sorting and filtering feature helps manage discount cards by categorizing them based on status. Users can view **Active, Discontinued, Yet to Active, Expired,** and **Ending in a Week** cards, ensuring easy tracking and timely updates. The **All** category provides a complete list, improving navigation and management.

<figure><img src="/files/aHweep8WnjsRQbTuuuRl" alt=""><figcaption></figcaption></figure>

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### Editing or Discontinuing a Discount Card

To modify or discontinue a discount card, hover over the card to reveal the **EDIT** and **DISCONTINUE** options.

<figure><img src="/files/xyynSCkiGkHjSH1qYdlH" alt=""><figcaption></figcaption></figure>

#### Editing a Discount Card

Click the **EDIT** hyperlink to open the **Update Discount Card** pop-up screen. Make the necessary changes, such as updating the discount card details, type, percentage, amount, validity period or add items. Once the modifications are complete, click **UPDATE** to save the changes.

<figure><img src="/files/gEbB6sYZll8RmT5vFf90" alt=""><figcaption></figcaption></figure>

**Discontinuing a Discount Card**

To remove a discount card from active use, click the **DISCONTINUE** hyperlink. This action opens a prompt message to confirm the discontinuation. Click **Yes** to mark the discount card as inactive.

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### Reactivating a Discount Card

<figure><img src="/files/HgLKtRFcHOzXZVfzXGx9" alt=""><figcaption></figcaption></figure>

To revert a discount card from a discontinued to an active state, hover over the card to reveal the **Active** option. Click the hyperlink to open a prompt message confirming the activation. Click **Yes** to mark the discount card as active.

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### View Items

If the discount card is applied at the **Item Level**, hovering over the card reveals the **View Items** option along with **Edit** and **Discontinue** options.

<figure><img src="/files/dEGTMobcXrVY8Yn9G53h" alt=""><figcaption></figcaption></figure>

Click the **View Items** hyperlink to open a detailed list of all items associated with the discount card. This includes specific services, procedures, or treatments eligible for the discount.

<figure><img src="/files/hTQC3015boqmpHkccCIz" alt=""><figcaption></figcaption></figure>

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