There are two approaches to Discounting Methods, where you charge less than normal Margin Price:

Company:

When your Company sets Pricing for specific Parts or Employee Labor at a Discount or as No-Charge, then that default is available to everyone and overrides previous Company defaults on all Work Orders.

Customer:

When your Company makes special Pricing arrangements with individual Customers, then those defaults override Company pricing, for those Customers only. See the Customer Special Pricing Tab for details on how to use these for pricing both general and specific Parts and Labor.

Creating Discounts:

When you create Discount entries, you can leave these unattached and use them as an override when entering the Work Order detail line (as outlined by management).

You can also attach Discounts to specific Parts and Employees and Customer Special Pricing.

The following topics give "how-to" instructions with examples for how to create Discounts.

There is another method of providing No-Charge Pricing for both Parts and Labor, supplied to Customers on Agreements. The Agreement Discount is applied after the Unit Sale Amount is calculated using the Margin. Thus it "overrides" other pricing controls, but only until any Discount Limit is reached, at which time normal pricing resumes. Please see the Agreements Coverage Tab for discussion in detail.

 

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