Request Types Tab
Manage the request type categories that appear on the discount request form.
Request types categorize discount requests and appear as options in the Type of Request field when a team member creates a new request. This tab is where you manage those categories.
Navigating to this tab
Go to Settings and click the Request Types tab. This tab requires the Manage Settings permission.
The request types list
The tab displays all configured request types. Each type shows its name as it appears on the request form.
Adding a request type
Click Add to open the Create Request Type modal.
| Field | Required | Description |
|---|---|---|
| Name | Yes | The label shown in the Type of Request dropdown on the request form, e.g. Price Match or Volume Discount. |
Click Save. A URL-safe slug is generated automatically from the name and used internally to identify the type.
Removing a request type
Click the delete action on a request type. The type is permanently removed and will no longer appear as an option when creating new requests.
Existing requests that used the deleted type will retain their type value — deletion only prevents the type from being selected on new requests.
Recommended setup
Configure at least the basic request types your team uses before members begin creating requests. Common types include:
- New Quote
- Renewal
- Price Match
- Special Pricing