Set up personal client discounts in the client profile.
Discount on services in Orders and Invoices ー set a fixed percentage in this field so that all services and work in customer orders or invoices are subject to this discount.
The “From price type” radio button allows you to select a specific price type, which is configured on the “Settings > Prices and discounts” page. And this price type will be automatically set for the services in the customer's orders and invoices.
For example, you have a price type “Promotional” with a markup of 50% of the cost price and you have a customer. In the customer's profile, you set the Discount on services in Orders and Invoices as the “Promotional” price type. After that, when you add services to the customer's order, the “Promotional” price will be automatically selected.
Discount on services in Sales ー set a fixed percentage in this field so that all services and work in the client's sales are subject to this discount, or select the "By price type" option to automatically apply the selected price to all added services in Sales for this client.
Discount on products in Order and Invoice. This option applies a discount on all materials in the client work orders and invoices;
You can select the By price type value. This option applies alternative price type to services, works, or materials. Configure your price types on the Settings > Prices and discounts page.
Here's how it works: Create a Wholesale price with only a 15% margin. This way, you can choose the Discount on materials in Order, and Invoice discount and select the Wholesale price for it. This way, the target client receives full-price terms for services and wholesale terms for materials. After that, the system will automatically apply the Wholesale price to all products and materials you add to the client's orders.
Discount on products in Sales. This option applies a percentage-based discount for all shop products.
You can select the By price type value. This option applies alternative price type to shop products. Configure your price types on the Settings > Prices and discounts page.
Here's how it works: Create a Regular client price with only a 50% margin. This way, you can choose the Discount products in Sales discount and select the Regular client price for it. This way, the target client receives Regular client terms for shop products. The system will automatically apply the Regular client price to all products you add to the client's sales.
RemOnline automatically applies these discounts to every client order, invoice, and sale.
If an employee does not have the right to see the type of price that is set as a discount for a customer, then in the sales window, when selecting a price, he or she will not see it in the list.
You can customize the display of discounts in the Client Table. The discount on works/services will be displayed as a number, the discount on materials in Order and Invoice and the discount on products in Sales – as a number or the name of the selected price type.
There is a Discount card field you can use to generate and distribute discount codes. Hit the Generate button to create a new discount code.
Place your discount codes on the plastic discount cards for your client, or turn them into barcodes. You can later scan those into the work order or client search field to find the work order or client card in no time.
