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Discount REASON CODES and REPORT

The new discount line is definitely helpful, especially being tied to a security group option. This was exactly what we needed to solve "authorized users" being able to discount, but not "everyone. Two small upgrade requests related to this new feature:

1. Reason codes: Can you allow us to build a list of a few "reasons" for the discount being applied? Simple stuff like Coupon discount, Mismarked price, Competitor match, Manager discretion, Warranty repair, etc. This would ideally be required to provide auditing record.

2. Discount report: Add a report to break down discount codes given out. It would be a simple breakdown of the total $ discounted per each reason code, and filters for dates and locations. Simple tools that will help us track loses and giveaways.

Thanks!

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Ryan (CTO, Pinellas Computers) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Joshua McBride commented  ·   ·  Flag as inappropriate

    One additional filter that would be helpful is customer. This way we can show cost savings to particular customers.

  • Ryan (CTO, Pinellas Computers) commented  ·   ·  Flag as inappropriate

    @RS: We have been waiting patiently for a confirmation or insight on this topic for over 18 MONTHS :( Can we PLEASE have some basic customizable settings for discounts? Just two simple additions would make ALL the difference for us, and would allow us to archive over 20 separate discount line items from our inventory list; since they'd all be depreciated by this upgrade:

    1. Allow us to enter a custom list of "discount reasons" (much like we can with Ticket Issue Types). These custom reason codes would be a dropdown option next to the discount $ and % fields in line items, allowing us to categorize and track details for each discount that gets applied. (Examples: Competitor price match, Pricing error, Manager authorized, WARRANTY WORK, etc). Bonus: Add a small text field so we can enter in an explanation, if necessary.

    2. Add additional filters to the Discount report: Product category, Discount reason code, Discounted by (tech name). This would make reporting and auditing SO much more efficient, and would help us more easily identify exactly WHAT we're having to discount due to our errors (warranty work, pricing mismatch, etc).

    With these MINOR enhancements, we could fully eliminate all 20 of our old discount line items; hardening our security groups and heavily minimizing our financial auditing process. Please Please PLEASE! :)

  • Ryan (CTO, Pinellas Computers) commented  ·   ·  Flag as inappropriate

    @Jordey: The discounts report is a great start, but it's missing some critical information. The description is kind of useless, as most of our products have VERY lengthy descriptions are are never edited. The rest of the report is helpful. I'd propose removing the description and making these changes:

    Add field to show which user applied the discount; if different than who made the line item.
    -Add filter to show discounts from only specific users selected.
    Add discount "subject/reason" list to choose from, to better group/track discounts
    -Add filter to show only discounts with specific subject/reason.
    Some way to show the total # of discounts for a specific product category or instance.
    -Add filter to show only specific product categories

  • Jordey Wooten commented  ·   ·  Flag as inappropriate

    does https://yourdomain.repairshopr.com/reports/discounts not help?

    We typically have our brand representatives straight up type out what's going on with the discounted line item in the description field underneath the "previously priced at $$whatever blah blah" area. This report will display the description field.

    This report shows:

    Date the discount happened
    Item that was discounted
    the description field of the item (text field w/detail or reasoning - modifiable in add/view and invoice)
    price of the item
    discount offered
    cost of the item itself
    quantity of items that were discounted
    invoice # associated (so you can see the rep in the change log)
    location where the discount was assigned

    What I'm NOT sure about (and what I've consistently not seen listed on this report but can review in "sold products reports") is whether or not it shows discount line items associated with discounts we're utilizing on like... sales or whatever.. such as a preset $10 discount that is a separate line item that isn't necessarily tied to the ticket that you manually create and set in the category type as a discount item.

    We actually legitimately use the discount line items to modify these sales so that we can get some general feedback on "how many people utilized this $25 discount" without having to sift through the discount report to manually tally up how many of those happened.

  • Ryan (CTO, Pinellas Computers) commented  ·   ·  Flag as inappropriate

    @Troy: Patiently waiting for this simple report so we can eliminate all of our "discount" line items and just use the drop-down discount area.

    Follow-up: I should have mentioned the discount feature should be robust enough to also track the user who added the discount; in the event they are different than the tech who created the actual line item.

    Extra: Would also be cool to have a discount reason code called "Other" which would pop a text field and allow the tech to make a short note if it didn't fit an existing reason code.

    PS. With the power of an "audit" report as I described, we would even be interested in making a reason code called "For Review - Tech Auth" so that regular techs could make a discount in the event of an emergency (no manager available, known authorized reason). Then
    our customers wouldn't be inconvenienced and we could quickly review these later.

    TL;DR: Make discounting as powerful and simple as it is at big-box stores!!!

  • Ryan (CTO, Pinellas Computers) commented  ·   ·  Flag as inappropriate

    PLEASE DONT MARKED THIS AS COMPLETE!!

    The new "discount report" is good to see, but looks much like the older detail reports that have been replaced with new summary reports that can be searched and filtered better.

    Can we look forward to a "discount summary report" where we can filter by product category, user who added the discount, and reasons for applying the discount?

  • Ryan (CTO, Pinellas Computers) commented  ·   ·  Flag as inappropriate

    Thanks for the feedback everyone! Also, agreed with @Jordey on a more thorough report to break down all the important details: (item price, discount amount, discount type, user who discounted, location).

    We're really trying to push for this idea getting implemented for several reasons:

    1. We want to eliminate all of our redundant "discount" line items in our account, since right now ANY user can add those line items and discount things. The new discount feature is security group based, so we can limit that to specific users only.

    2. We want to start making "fake discounts" on our computers (the same way BestBuy and other big box stores do) where we invoice for the computer's original total, and then "discount" it as discount reason code "On Sale" to add perceived value to the customer.

    RS: Along with this, it would also be very helpful for us to show the original price (with a strikethrough) on the invoice PDF - the same way it's shown on the web GUI. Again, perceived value matters to the customer! I think there's already several requests for additional pricing tiers. Maybe a tier for "MSRP", which would show with a strikethrough if our "Retail" price is less than the MSRP?

    Let's get some more votes and feedback so we can get this topic APPROVED and IMPLIMENTED!

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