In CoreBridge, you can quickly apply a discount to an Estimate or Order. Discounts may be entered as a percentage or as a fixed amount, depending on your needs.


NOTE:  The employee must have sufficient access rights to enter a discount. Employee rights can be configured to limit the maximum discount amount permitted.



Table of Contents



Applying a Discount During Order Entry


1. While in Order Edit Mode, click Step 3:  Finalize Order.
2. Click + Advanced Pricing Options.
NOTE:  Step 1 and 2 must be completed before proceeding to Step 3.

3. Discounts can be given as a percentage or as an exact dollar amount. Select one of the two options:

  • Order Discount Percentage - Enter the percentage that the entire order will be discounted.
  • Order Discount Amount - Enter the fixed dollar amount that the entire order will be discounted.
4. Click to Apply Discount.
NOTE: Discounts will show up as a line item in the Order Summary as well as on customer Invoices.

 


Applying a Discount to Existing Orders


1. Select Edit Order from either the Order View page or a queue.

2. Click on Step 3:  Finalize Order and follow the steps listed in the previous section.