In CoreBridge you can apply a discount to an estimate or order in just a few simple steps. You can do this by either a percentage or a fixed amount.
NOTE: The user must have sufficient access rights to enter a discount. User rights can be configured to limit the maximum discount amount permitted.
Applying a Discount During Order Entry
- While in Order Edit Mode, go to Step 3: Finalize Order.
NOTE: Step 1 and 2 must be completed before proceeding to Step 3.
Click on the black button at the top of the page labeled + Advanced Pricing Options.
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.
Then, 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
Select Edit Order from either the Order View page or a queue.
Click on Step 3: Finalize Order and follow the steps listed in the previous section.