You
need to pre-define the discount and fees under the parts and services. The
pre-defined discount and fees can be added during the Quote and invoice
creation. The discount is based on the transaction level or overall billing of
the parts and services based on the minimum or maximum value set. The fee is usually
the transaction fee applicable for the product.
3. A “Create New Discount / Fee” dialog box appears.
Enter / Select the details.
Note: Discount code can be applied only if the amount exceeds this minimum limit.
For transaction level discount, the subtotal must be taken. For line-item level discount, the total must be taken (Quantity * Unit Price)
Discount Cap (Maximum value of discount)
Minimum Limit (Only applicable for discount; if a fee is chosen, then Minimum Limit and Discount cap must not be present)
If the amount type is chosen as Fixed, then Discount Cap is not required. It can either be greyed out, or the field need not be displayed.
· Max Amount – Enter the maximum amount applicable for the discount/fee.
Note: Maximum value of the discount that can be applied:
§ Example: If the total is $ 100,000 if we use a direct discount of 10%, then the discount value is $10000
§ Instead, if the Discount cap is set to $700, then in the above case,
the discount value will be $700.
Click the “+New” button and choose the “Quote.”
Click the “Add Fee” button.
With this new feature, businesses can predefine the discount and fee in the master and add them to the quotes and invoices in a single click.