slemay

What is the best way to do a discount? I want to show, at the end of a proposal, the total discount given - I do NOT want to do a discount per package or per product line, or phase (ie: trim, final etc..). I'd like to find a way to do one discount as a single line item at the end of the proposal - right in the spot where it shows the totals, taxes etc... How / what is the best way to achieve this? Thanks!
Shawn

Gurkha

Originally Posted by slemay

What is the best way to do a discount? I want to show, at the end of a proposal, the total discount given - I do NOT want to do a discount per package or per product line, or phase (ie: trim, final etc..). I'd like to find a way to do one discount as a single line item at the end of the proposal - right in the spot where it shows the totals, taxes etc... How / what is the best way to achieve this? Thanks! Shawn

I second this question.

SenoS

There are two fields that can be used for discounts: Misc. Parts % and Equipment +/- %. They both do exactly the same thing: add or subract a percentage to/from the dollar value for equipment. Labor is never affected by these percentages. There are two ways these percentages can be set: for all products in a project, or on a per phase basis (which you said you do not want). Most likely, you would not want a default discount so the instructions below are for an individual project.

1. Open project and select D-Tools->Options.
2. Fill in your percentage(s) in the "Project Default" section.
3. Use the Phase dropdown to select all Phases in use in this project and verify that the "Override project defaults for this phase" box is unchecked".
4. Click [Save].

In the screenshot attached I added a 5% discount for all products in a project.

slemay

ok - but that's for the hardware in a project? What if I wanted to make a 5% discount across the entire project (including labor)???

SenoS

Sorry, there is no way to do this. We do not have a field that adds/subtracts a percentage to labor. If you want to discount labor on a project you can do a hand calc of what a 5% discount would be and then change the ammount you charge on each Phase using D-Tools->Options.

slemay

Feature request please???

SenoS

Sure, I can put that in as a request.

TouchToBegin

Originally Posted by slemay

Feature request please???

Can't you just do this on a report? Calculations can be done in Report Designer right?

__________________
Boy do I feel like a tool.

curt.hayes

A word of caution about using either Misc Parts or Equip +/-: once you've applied a discount, it can't be undone in subsequent change orders. As such, if you give a 10% discount on the system, you'll have to continue w/the same discount for the rest of the project (a problem if you add a low-margin TV!). There are 2 work-arounds that I use. I created a generic line item called "Discount" and usually use it w/out a room (unassigned) so it shows up as the first line item in the proposal...for the total amount required (i.e. 10% of the total installed price). Otherwise, use "Misc Costs" to have the amount show up at the end of the proposal. Either way, it only affects the initial proposal, not the following c/o's.

Kevin Mikelonis

Good Point Curt!

SLEMAY, I can think of a couple good ways to do this, but the best choice for you will depend on your preferred proposal reporting method.

So, a few questions...

1. How do you plan to discount labor? By removing hours or discounting your labor rate?

2. Do you show labor items in your proposals?

3. Do you show labor by phase in your proposals?

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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

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