Add a Discount to a Price Table


There are several different methods to apply a discount to a price table. This topic covers how discounts can be applied to your sales quotes.

Simple Discount Line Item

If you want to apply a simple discount currency amount, follow these steps.

Create a price table in a sales quote, then add some price line items.

 

Sales Quote and Sales Proposal Software - Add a Discount to a Sales Quote Price Table - illustration 1

Now you have your price lines on your table; you are ready to apply your currency amount discount line item. 

Click on the Add Price Row button. 

Type a suitable line item description for your discount; it can be as simple as the word "Discount" or something more detailed.

Now type the discount you want to apply in this price table as a negative amount in the price field, as shown below.

Sales Quote and Sales Proposal Software - Add a Discount to a Sales Quote Price Table - illustration 2

Click Save and Preview to view the sales quote and the discount you have applied.

Sales Quote and Sales Proposal Software - Add a Discount to a Sales Quote Price Table - illustration 3

Apply a Percentage Discount

An alternative method to a simple currency discount amount is to set up discount rules, where a percentage discount can be applied to an entire price table or a single price line item(s).

To create allowed discount percentage bands, open the Sales Quote Dashboard, and click on the Configuration menu, then select the option Pricing Discount & Margins (as shown below)

Sales Quote and Sales Proposal Software - Add a Discount to a Sales Quote Price Table - illustration 4

A window will popup showing the currency discount rules available if any.  Click on the Add button.

Type a label for your new discount rule, then type the discount amount; in our example below, we are creating a 10% discount, so we type 10 in the Percentage field, make sure the drop-down on the right is set to the option "Discount".   

Now click on the Save button.

Create a new sales quote and insert a price table.  Add some price line items ready to apply a discount; we have created price line items as shown below.

Sales Quote and Sales Proposal Software - Add a Discount to a Sales Quote Price Table - illustration 5

To apply a discount percentage to a single line item, click on the down arrow on the right of the Cost field, as shown in the example below.

Sales Quote and Sales Proposal Software - Add a Discount to a Sales Quote Price Table - illustration 6

Select the discount from the available options in the dropdown.

Now you will see the discount percentage is applied to your price line item, as shown in the example below.

Sales Quote and Sales Proposal Software - Add a Discount to a Sales Quote Price Table - illustration 7

It is also possible to apply a percentage discount to the entire price table. To achieve this, click on the Discount or Margin button (on the left of the Add Price Row button), as shown in the example below.

Sales Quote and Sales Proposal Software - Add a Discount to a Sales Quote Price Table - illustration 8

You will now see the percentage discount applied to all the price line items in the price table, as shown below.

Sales Quote and Sales Proposal Software - Add a Discount to a Sales Quote Price Table - illustration 9

Now click on the Save and Preview button to view your sales quote with your discount applied.

Sales Quote and Sales Proposal Software - Add a Discount to a Sales Quote Price Table - illustration 10

Related User Guide Topics

Sorting Line Items in a Price Table
14 Mar 2021
This user's guide explains how a sales consultant can rearrange items in a different order.
Sorting Sections (Sub-Headings and Grouped Price Lines) in a Price Table
14 Mar 2021
As your pricing table grows you can group line items with Section Headings. But you may need to change the order of these sections.
Change the Order of Columns in a Price Table
12 Mar 2021
It is possible to change the order of the columns that appear in a sales quote price table, this user guide explains how this is done.
Set the Column Alignment in a Price Table
12 Mar 2021
It is possible to change the alignment of a column in a sales quote price table (i.e. left, right or center aligned), this user guide explains how this is done.

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