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Add a Discount to a Price Table


There are a number of 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 tablle in a sales quote, then add some price line items.

 

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

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

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)

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 amount of the discount, 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 a insert a price table.  Add some price line items ready to apply a discount, we have created to price line items as shown below.

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.

Select the discount from the available options in the drop down.

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

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

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

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

Related User Guide Topics

Sorting Line Items in a Price Table
14 Mar 2021
As more line items are added to a price table it is almst certain that you will need to change the order of price line items.  This user guide explains how the sales consultant can rearrange the line items into a different order.
Sorting Sections (Sub-Headings and Grouped Price Lines) in a Price Table
14 Mar 2021
As more line items are added to a price table it is almst certain that you will need to change the order of price line items.  This user guide explains how the sales consultant can rearrange the line items into a different order.
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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