Discount % by item not entire invoice
Maybe I missed it, but sometimes I need to put a discount on just one item not the entire invoice. Also need to make sure this syncs with quickbook.
This is live!
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Dan commented
This says completed. But how do I do it?
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Ryan (CTO, Pinellas Computers) commented
I turned this into a new feedback request since the this one was marked Completed:
http://feedback.repairshopr.com/forums/165658-general/suggestions/14880219-discount-reason-codes-and-report -
Chuckles (Instigator, RS User) commented
Ryan, as usual... on point!
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Ryan (CTO, Pinellas Computers) commented
Hi Troy/Robert,
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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Wade commented
Awesome this has been added. Any thoughts on allowing Discount inventory items to utilize this? Our workflow used to be that we would have a coupon items in QB POS based on particular discounts for certain line item categories, ie; Labor. I would love to be able to resume this in RS. That way I can generate a report on how many of what discounts are being used. We also use that tracking to report back to the companies we offer discounts for.
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We started on it this week, might be ready for beta testers in a week - 2 max.
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Curtis N Christine Quinn commented
When?
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Karen McGovern commented
Any ideas when this will be implemented?
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mike commented
I need this meow!
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Help@TW commented
We first tired this platform a year ago.. The lack of this line item level discounting was a major reason we ended up holding off. Really looking forward to seeing how it's implemented when it finally is.
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sw commented
I guess it has not been implemented yet? please advise.
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Chandler commented
I would also like this.
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Eddy Abdelaziz commented
Great feature here, run into everyday with different discounts we have. Have to manually change every discount and use a calculator to get total off.
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Adam commented
Has this been implemented yet? This is an essential feature needed for invoicing.
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Curtis N Christine Quinn commented
When?
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Kieran commented
Since this is now a planned i thought i would share the idea that if possible can rules be created for example if an item "general service" is added then an additional labour item such as "fit xyorz" could be automatically discounted say 50%.
we often need this as the additional item may be touched on in the general service so its not applicable to double charge. At the same time if the additional item was discounted the customer may think that's the normal cost of the additional item if they return for that on its own?
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Wade commented
We also need to be able to discount based on category or line item. ie; 20% off labor only, etc. We're still onboarding, but may have to delay because of this. We do employee discounts for larger local businesses pretty often along with weekly deals on discounted labor.
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Paul Schwegler commented
There needs to be a way to add a discount, either %, or $ amount, or a custom price PER ITEM. Often times we will want to discount a certain thing, but not all of the invoice. I know we can add the item at a lower rate, but it is good business practice to show discounts on what you discount so people don't think that is the actual price.
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Eddy Abdelaziz commented
Great Idea..Needed at times
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Dominic Booth commented
I agree, would be great.