Discounts

Discounts allow you to offer parts or services at a discounted rate to your customers.

You use the Discounts page to add, edit, or remove discounts. The system applies discounts to invoices. The discount details and discount filter determines if the discount is applied on the invoice and what is used to determine the invoice discount amount.

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Field definitions
Field Definition

Description

Discount description

Discount Type

Discount type

Options include:

  • Coupon

  • Discount

  • Special

Calculation Type

Determines how the discount is applied

Options include:

  • Automatic

    The system applies the discount to the invoice automatically.

  • Manual

    The user applies the discount to the invoice manually.

Start Date

Discount start date

  • If the invoice was created from a repair order, the start date should be based on the date the repair order was opened.

  • If the invoice was not created from a repair order, the start date should be based on the date the invoice was created.

End Date

Discount end date

  • If the invoice was created from a repair order, the end date should be based on the date the repair order was opened.

  • If the invoice was not created from a repair order, the end date should be based on the date the invoice was created.

Active

Discount’s current status

Options are:

  • Y

  • N

Barcode

Barcode used to apply discount

Note: This barcode works with the Coupon discount type.

Account Type

Accounting code used to track discount amounts

Discount ID

System-generated discount ID

Discount details

When you click Toggle Row Expansion, the system expands all discounts listed in the Discount grid. Additional columns are displayed.

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Field definitions
Field Definition

Dollar Amount

Flat discount rate (usually in US dollars)

In order for taxes to be calculated correctly, you must select a line type when applying a flat rate discount.

This discount applies to the following line types:

* Part (Default)

  • Labor

  • Services

Note: If the flat rate discount is greater than the line type charge, the discount reduces the line type charge to zero ($0.00). It does not take additional cost off the invoice.

For example, if the line type charge is $8.50 and the discount is $10.00, the system takes off $8.50. It does not take off the additional $1.50.

Hourly Amount

Flat hourly rate applied to labor hours

This discount applies to the labor line types only.

For example:

Normal rate = $100/hour

Discounted rate = $75.00/hour

The customer is charge $75.00/hour instead of $100.00/hour.

% Parts

Flat percentage rate applied to part line types only

% Labor

Flat percentage rate applied to labor line types only

% Services

Flat percentage rate applied to service line types only

Active

Discount’s current status

Options are:

  • Y

  • N

Customer ID

System-generated customer number

Description

Discount description

Discount Filter ID

System-generated discount filter number

Discount ID

System-generated discount ID number

Customer

Customer’s ID

This field applies to the discount type of Discount and you must select one filter (Job Code, Shop ID, or Customer).

Job Code

Job Code number

This field applies to the discount type of Discount and you must select one filter (Job Code, Shop ID, or Customer).

Shop ID

Shop’s ID

This field applies to the discount type of Discount and you must select one filter (Job Code, Shop ID, or Customer).