techni

Just wondering if anybody has figured out a way to add a discount to a project.

For example, let's say I want to discount a project by 10% due to the fact that it is a show home and we want to out as much into it as possible.

Or we want to only discount a certain system (zone).

How do we add this as a line item?

Install Price $2,000.00
Discount $200.00
Sales Tax $90.00

Grand Total $1,890.00

trans_lux

I'm not aware of anyway to do this other than adjust each item.
This would be a feature that would be helpful.

__________________
Eric Schmidt AKA trans_lux
Founder & CEO Sound & Vision
Connoisseur of everything!

Reed Phillips

We use the Equipment +/- % to handle this. We also modified the reports to say "Preferred Customer Discount" when it was not "0". This method does not work for a "dollar" discount. But you can get close using the %.

See Options ->General -> Equip +/-

We also created a "Discount" item. This item does not show up on reports, just the totals. The Discount can have a location so the discount can apply to a subset of the project if required.

The % discount above only applies to equipment. If you wish to provide labor discounts you can create a fixed price labor item with a negative number.

Bob Pothier

Originally Posted by Reed Phillips

We use the Equipment +/- % to handle this. We also modified the reports to say "Preferred Customer Discount" when it was not "0". This method does not work for a "dollar" discount. But you can get close using the %.

If you wish to do a dollar amount discount you can apply a Misc. Cost (D-Tools dropdown - Options - Misc Costs tab) and assign a specific dollar amount as a discount. For example:

Cost________Cost Desc_____________Amount________Phase
-----------------------------------------------------------------
Discount____Nice guy discount______-1000.00________Finish

This will apply a $1000.00 discount to this project. Like Reed said though if you wish to do a percentage you could do the Equipment +/-. Hope this helps some as well.

__________________
Bob Pothier
Data and Content Manager
and Tech Support Specialist

BlakeV

Discount...not sure what that means...discount...hmmmm

Kevin Mikelonis

Originally Posted by Bob in Support

If you wish to do a dollar amount discount you can apply a Misc. Cost (D-Tools dropdown - Options - Misc Costs tab) and assign a specific dollar amount as a discount. For example: Cost________Cost Desc_____________Amount________Phase ----------------------------------------------------------------- Discount____Nice guy discount______-1000.00________Finish This will apply a $1000.00 discount to this project. Like Reed said though if you wish to do a percentage you could do the Equipment +/-. Hope this helps some as well.

This method of discounting gives you more control as shown, but it does NOT pass through to your Gross Profit Reports!

The percentage deduct described by Reed is best at this time.

__________________
Kevin Mikelonis
Process Dealer Services Group
D-Tools Certified Partner
PO Box 3443
Paso Robles, Ca
805.275.2308
www.processdsg.com
info@processdsg.com

Stuff That Works

Reed Phillips

If my memory serves me correctly, Misc Costs are not taxed. So if you are discounting taxable items, your totals will not calculate properly. The client will be charged tax on the pre discount amount. I could be wrong on this. Please verify.

Reed Phillips

Originally Posted by techni

How do we add this as a line item? Install Price $2,000.00 Discount $200.00 Sales Tax $90.00 Grand Total $1,890.00

Create an equipment item Manu="Your Company Name", Cost = 0, Retail = -200..00, Model "Equipment Discount", Category "Discounts", Description="Preferred Client Discount"

This should show up as a single line item and flow through the tax and margin calculations. The only draw back is that you would not see the number unless you show Line Item or Category pricing. We have so heavily modified the sales reports, I can't recall exactly how the originals work. But I will soon :-)

Our team does not like to show line item pricing, so we show a total beside each Category name. This may be standard, I can't recall.

jims

We use the method Reed describes above. We only apply discounts to equipment. The less I pay the government... the better. One thing to watch is Quicklinks. When the discount transfers to QB, it comes out as a positive number instead of a negative one. QB can't do a neg $ amount. You have to edit the exported info. Keep the $ amount positive and make the quantity a -1. Then the math will work right for QB.

We didn't like the D-Tools built in discounting method because it changes the item price of every single item it transfers to QB, then if someone grabs the item in QB the item price is lower than it should be.

Reed Phillips

Good to know! Thanks