Service Order Discounts

Service Order Discounts are applied in one of two ways:

1. Create a line item on the order with the discount amount (with a discount resource)
2. Update the order total 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.

Order Discounts With Discount Resources

Best Practice: Use discount resources with discounts. Discount resources provide better reporting to track the number of discounts given over a period of time and provide 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.

You must configure at least one item on the order to use a discount resource to add a discount with a discount resource. If no items on the order are configured to use a discount resource, then you cannot add a discount with a discount resource.

The system administrator configures the discount resources. See Configure Discount Resources for more information.

Add Order Discounts With Discount Resources

You can add discounts to a single order or multiple orders.

1. Click the Events link from the Main Menu. The Events screen opens.
2. Select the event with the order to discount.
3. Right-click and select Edit -> Edit. The Edit Event screen opens.
4. Select the Service Orders tab.
5. Select the order to discount. Use Ctrl+Click or Shift+Click to select multiple orders.
6. Right-click and select Add -> Add Discount. The Add Discount screen opens.
7. 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 for the resource added to the order. Defaults to the resource type description of the discount resource. 
8. Expand the Discounts section.
9. 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 order total.
     • Use Amount To - Enter a specific currency amount for the item. The Amount To field becomes active. Enter the total order amount 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.
10. Click OK. The discount resource is added to the order with the discount amount. 

Edit Discounts With Discount Resources

To edit a discount for an order that uses a discount resource, it is best to delete the discount resource and create a new discount. 

1. Click the Events link from the Main Menu. The Events screen opens. 
2. Select the event with the discounted order.
3. Right-click and select Edit -> Edit. The Edit Event screen opens.
4. Select the Service Orders tab.
5. Select the order that contains the discount resource.
6. Right-click and select Edit -> Edit. The Edit Service Order screen opens.
7. Select the Service Order Items tab.
8. Select the discount resource.
9. Right-click and select Mark for Delete.
10. Click the Save button. The discount resource is removed from the order and the order total updates. 
11. Click the Add button at the top of the Edit Service Order screen.
12. Select Add Discount. The Add Discount screen opens.
13. Enter the necessary discount information.
14. Click OK. The discount resource is added to the order with the discount amount. 

Delete Discounts With Discount Resources

You remove order discounts that use a discount resource using the same delete process you would use for any other item.

1. Click the Events link from the Main Menu. The Events screen opens. 
2. Select the event with the discounted order.
3. Right-click and select Edit -> Edit. The Edit Event screen opens.
4. Select the Service Orders tab.
5. Select the order that contains the discount resource.
6. Right-click and select Edit -> Edit. The Edit Service Order screen opens.
7. Select the Service Order Items tab.
8. Select the discount resource.
9. Right-click and select Mark for Delete.
10. Click the Save button. The discount resource is removed from the order and the order total updates.

Order Discounts Without Discount Resources 

Adding discounts without discount resources updates the order total to a new amount. 

Add Order Discounts Without Discount Resources

You can add discounts to a single item or multiple items.

1. Click the Events link from the Main Menu. The Events screen opens.
2. Select the event with the order to discount.
3. Right-click and select Edit -> Edit. The Edit Event screen opens.
4. Select the Service Orders tab.
5. Select the order to discount. Use Ctrl+Click or Shift+Click to select multiple orders.
6. Right-click and select Add -> Add Discount. The Add Discount screen opens.
7. Enter the necessary discount information:
   • Add Resource - Leave unchecked.
   • Category - Discount category for the discount. 
8. Expand the Discounts section.
9. 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.
10. Click OK. The discount is applied to each item so the overall order total is discounted to the entered value. An automatic note is created and added to each of the items that includes the rate change for the item and the user who made the change. 

Edit Discounts Without Discount Resources

To edit an order discount that is not using a discount resource, you need to add a new discount to overwrite the original discount.

1. Click the Events link from the Main Menu. The Events screen opens.
2. Select the event with the discounted order to update.
3. Right-click and select Edit -> Edit. The Edit Event screen opens.
4. Select the Service Orders tab.
5. Select the order with the discount to update.
6. Right-click and select Add -> Add Discount. The Add Discount screen opens.
7. Enter the new discount percentage or amount.
8. Click OK.

Delete Discounts Without a Discount Resource

Discounts added directly to an order without a discount resource are removed by setting the discount to 0 (zero).

1. Click the Events link from the Main Menu. The Events screen opens.
2. Select the event with the discounted order.
3. Right-click and select Edit -> Edit. The Edit Event screen opens.
4. Select the Service Orders tab.
5. Select the order with the discount.
6. Right-click and select Add -> Add Discount. The Add Discount screen opens.
7. Select Use Percent in the Type field.
8. Enter 0 into the Percent field.
9. Click OK. You receive a message about removing the discounts from the selected order(s)/item(s).  
10. 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.