Support Center

Item & Transaction Discounts

Last Updated: Oct 12, 2017 04:06PM CDT
Have you ever had one of those customers whom you wanted to give a “good-will” discount to but wasn’t for sure how to do so?  Let’s go thru those steps to show you how easy this is to set up from the contract.

Let's say you want to add a discount to a specific item on the transaction but not toward the rental total.  Make sure the item is marked to Allow Discount from the Basic Information tab in the inventory edit screen found under More-Inventory in the Counter menu.  This will allow anyone with a lower access than Admin to give this item a discount on the transaction.  If this option is not checked, anyone with an access level lower than Admin won't be able to discount the item on the transaction.  An admin can always override and be able to discount the item on the transaction.


 
To give an item discount on the transaction, once the item is placed on the transaction, hover over the rate field and click the edit icon.  This will allow you to give either a dollar or percentage discount.  To give a dollar discount, just enter the new dollar amount in the New Amount field.  To give a percentage discount, just add a percentage whole amount in the discount field.  When you change the new amount, the percentage will calculate automatically for you.  When you enter a percentage discount, the new amount is calculate automatically for you.  Once you click save, the rate will update accordingly.



Let's say the customer did something overwhelming to help you out and you want to give them a 20% discount on their total rental amount.  Did you know that instead of discounting each line item you can give an overall transaction discount?  The inventory items don’t have to be marked to allow discount, either. 
 
Once the items are added to the transaction, you want to expand the totals section you see to the bottom right.
 

 
Next to your Rental Total, click Add Discount.  From here, you can override the total amount of the contract, which will then calculate the discount percentage amount for you.  Or, you can enter a discount percentage amount, which will recalculate the overall contract price for you.  If you want to show what type of discount it was, you can enter a description in the Discount Description field.  Don’t forget to click Save.

 
 
 
Once the contract discount has been added, you will see the price change in the totals section next to Rental Total along with the discount percentage and dollar amount and description.


Click Here for further assistance and a support team member will be glad to assist.  Or, click the Live Chat feature found at the bottom right of the screen to instantly chat with a support team member.

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