Service Order Item Discounts are applied in one of two ways:
- Create a line item on the order with the discount amount (with a discount resource)
- Update the item charge to a new amount (without a discount resource)
There is also security available for who can add discounts and how much of a discount a user can add.
Item Discounts With Discount Resources
Discount resources are recommended for discounts. Discount resources provide better reporting to track the number of discounts provided over a period of time and give more visibility to your customer that a discount is applied to an order because it displays as it's own line item in a confirmation or invoice.
The system administrator configures the discount resources. See Configure Discount Resources for more information.
Add Item Discounts With Discount Resources
You can add discounts to a single item or multiple items.
- Click the Events link from the Main Menu. The Events screen opens.
- Select the event with the item to discount.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Select the Service Orders tab.
- Select the service order with the item to discount.
- Right-click and select Edit -> Edit. The Edit Service Orders screen opens.
- Select the Service Order Items tab.
- Select the item to discount. Use Ctrl+Click or Shift+Click to select multiple items.
- Right-click and select Add -> Add Discount. The Add Discount screen opens.
- Enter the necessary discount information:
- Add Resource - If checked, a discount resource is added to the order with the discount amount.
- Category - Discount category for the discount.
- Description - Discount resource description that is added to the order. Defaults to the resource type description of the discount resource.
- Expand the Discounts section.
- Enter the necessary information:
- Type - Type of discount you are adding.
- Use Percent - Discount is a percentage. The Percent field becomes active. Enter the percentage for the discount into the Percent field. After the cursor leaves the Percent field, the Amount field displays the discount amount and the Amount To field displays the newly discounted charge for the item.
- Use Amount To - Enter a specific currency amount for the item. The Amount To field becomes active. Enter the charge for the item into the Amount To field. After the cursor leaves the Amount To field, the Percent field updates to the percentage of the discount and the Amount field displays the value of the discount.
- Type - Type of discount you are adding.
- Click OK. The discount resource is added to the order with the discount amount.
Edit Discounts With Discount Resources
To edit an item discount that uses a discount resource, it is best to delete the discount resource and create a new discount.
- Click the Events link from the Main Menu. The Events screen opens.
- Select the event with the discounted item.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Select the Service Orders tab.
- Select the service order that contains the discount resource.
- Right-click and select Edit -> Edit. The Edit Service Order screen opens.
- Select the Service Order Items tab.
- Select the discount resource.
- Right-click and select Mark for Delete.
- Click the Save button. The discount resource is removed from the order and the order total updates.
- Select the item to discount. Use Ctrl+Click or Shift+Click to select multiple items.
- Right-click and select Add -> Add Discount. The Add Discount screen opens.
- Enter the necessary discount information.
- Click OK. The discount resource is added to the order with the discount amount.
Delete Discounts With Discount Resources
You remove item discounts that use a discount resource using the same delete process you would use for any other item.
- Click the Events link from the Main Menu. The Events screen opens.
- Select the event with the discounted item.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Select the Service Orders tab.
- Select the service order that contains the discount resource.
- Right-click and select Edit -> Edit. The Edit Service Order screen opens.
- Select the Service Order Items tab.
- Select the discount resource.
- Right-click and select Mark for Delete.
- Click the Save button. The discount resource is removed from the order and the order total updates.
Item Discounts Without Discount Resources
Adding discounts without discount resources updates the item charge to a new amount.
Add Item Discounts Without Discount Resources
You can add discounts to a single item or multiple items.
- Click the Events link from the Main Menu. The Events screen opens.
- Select the event with the item to discount.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Select the Service Orders tab.
- Select the service order with the item to discount.
- Right-click and select Edit -> Edit. The Edit Service Orders screen opens.
- Select the Service Order Items tab.
- Select the item to discount. Use Ctrl+Click or Shift+Click to select multiple items.
- Right-click and select Add -> Add Discount. The Add Discount screen opens.
- Enter the necessary discount information:
- Add Resource - Leave unchecked.
- Category - Leave blank, this value is ignored for items without discount resources.
- Expand the Discounts section.
- Type - Type of discount you are adding.
- Use Percent - Discount is a percentage. The Percent field becomes active. Enter the percentage for the discount into the Percent field. After the cursor leaves the Percent field, the Amount field displays the discount amount and the Amount To field displays the newly discounted charge for the item.
- Use Amount To - Enter a specific currency amount for the item. The Amount To field becomes active. Enter the charge for the item into the Amount To field. After the cursor leaves the Amount To field, the Percent field updates to the percentage of the discount and the Amount field displays the value of the discount.
- Type - Type of discount you are adding.
- Click OK. The item updates to the discounted amount. An automatic note is created and added to the item that includes the rate change for the item and the user who made the change.
Edit Discounts Without Discount Resources
- Click the Events link from the Main Menu. The Events screen opens.
- Select the event with the discounted item to update.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Select the Service Orders tab.
- Select the service order with the discounted item to update.
- Right-click and select Edit -> Edit. The Edit Service Orders screen opens.
- Select the Service Order Items tab.
- Select the discounted item to update.
- Right-click and selected Edit -> Edit. The Edit Service Order Item screen opens.
- Select the Other tab.
- Enter the new percent or amount into the Discount Percent or Discount Amount field.
- Click OK.
Delete Discounts Without a Discount Resource
Discounts added directly to an without a discount resource are removed from the item by setting the discount to 0 (zero).
- Click the Events link from the Main Menu. The Events screen opens.
- Select the event with the discounted item.
- Right-click and select Edit -> Edit. The Edit Event screen opens.
- Select the Service Orders tab.
- Select the service order with the discounted item.
- Right-click and select Edit -> Edit. The Edit Service Order screen opens.
- Select the Service Order Items tab.
- Select the discounted item.
- Right-click and select Add -> Add Discount. The Add Discount screen opens.
- Select Use Percent in the Type field.
- Enter 0 into the Percent field.
- Click OK. You receive a message about removing the discounts from the selected order(s)/item(s).
- Click Continue.
Discount Security
You can control who can apply discounts and how much of a discount they can apply using the Allow Discounts access privilege. Any users assigned to this access privilege can add discounts up to the limit you configure. If no users are assigned to the access privilege, it is considered inactive and all users can apply discounts with no limits.
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