Discount Categories

You use discount categories to differentiate the types of discounts you apply to orders and order items. 

Add a Discount Category

  1. Click the Discount Categories link from the Main Menu. The Discount Categories screen opens.
  2. Click the Add button. The Add Discount Category screen opens.
  3. Enter the name of the discount category into the Description field.
  4. Click OK. 

Change an Discount Category

You can change the description for the discount category after you have created it. When you change the description of a discount category, it updates wherever the discount category is used. If you don't want to update the already existing discount category data, then you must add a new discount category using the steps in Add a Discount Category.

  1. Click the Discount Categories link from the Main Menu. The Discount Categories screen opens.
  2. Select the discount category to edit.
  3. Right-click and select Edit. The Edit Discount Category screen opens.
  4. Make the desired change.
  5. Click OK.

Inactivate a Discount Category

If you no longer use a discount category but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a discount category inactive, it is no longer available for selection when discounting an order or order item.

  1. Click the Discount Categories link from the Main Menu. The Discount Categories screen opens.
  2. Select the discount category to make inactive.
  3. Right-click and select Edit. The Edit Discount Category screen opens.
  4. Check the Retire check box.
  5. Click OK.

Delete a Discount Category

If you no longer use a discount category and don't want to keep a record of it, you can delete it. You can only delete discount categories that are not used on orders or order items. You cannot undo the delete process.

  1. Click the Discount Categories link from the Main Menu. The Discount Categories screen opens.
  2. Right-click on the discount category to delete.
  3. Select Mark for Delete.
  4. Click the Save button.

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Comments

2 comments

Date Votes
  • Tickett Enterprises Support
    • Edited

    I've applied a discount to an order and selected a discount category from the dropdown but where can I then report on the use of this? If I look at the service order, there is a Discount Category ID column but this is blank:

    0 upvotes

  • Sam Wilson

    Good Day.

    How the software handles applying a discount depends upon whether the item being discounted has a specific discount resource configured. 

    • Items with a discount resource have a new line item added to the service order. The new line item tracks the discount amount (only) and can also store a Discount Category value.
    • Items without a discount resource have the discount amounts calculated on the existing line item within the service order. A Discount Category is not stored on these items. The Add Discount window is a standardized window that still displays the field, but any category selection is ignored.

    Since your screenshot is tracking the item charge and discount values on the same line, it means the item does not have a discount resource configured. Therefore, a Discount Category value is not retained.

    In case this is not clear, the image below shows items in a service order. The Floor Standing Microphone item has a discount resource configured. So when it was discounted, a new line item was added. The description was updated to make it clear that the discount was for the standing microphone. 

    The Standing Podium item does not have a discount resource configured. When it was discounted, the discount amount was applied to the same row/item and the extended charge was simply reduced from the original rate.

    Regards,

    Sam

    0 upvotes

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