How to Create a Discount on a Quote
This article is for applying a discount to a single quote as a percentage or a line item. To apply a discount to a contact or contact type, read here.
In this article:
Applying a Discount Percentage to a Quote Item
Applying a Discount Amount as a Line Item
Creating a Quote Preset to Add Discount Amounts
Applying a Discount Percentage to a Quote Item
To apply a discount percentage to a quote item, you can:
Apply Discount to an Item within a Section:
When editing a quote section, you can click into any of the item discount fields and type in a discount percentage:
Apply a Discount within an Item (e.g. to a Line Item, Material, Product, etc.):
You can also click into an item and apply a discount to any of the lines inside it:
Applying a Discount Amount as a Line Item
More often, you may wish to simply deduct a whole amount from a quote. For example, you may want to round a quote for $6065.56 down to $6000.
To add a discount as a line item rather than a percentage, follow these steps:
Add a new item to the section. (Note: If you add discounts frequently, see below for creating a preset instead.)
Name the item ("Discount"), add a description if necessary, and click Create:
Click into your new item and Add a line item:
- Name the line item ("Discount"), set the quantity to 1, and leave all other fields blank. Click Create.
In the Price field, enter a negative value for the amount you want to discount.
Australian Customers: If you are applying GST to your quotes, you will need to factor this in when calculating the amount you want to discount. To do this, use this formula:
Example: You want to reduce $6065.56 down to $6000, effectively discounting $65.56.
- Start with the amount, 65.56.
Divide this amount by 1.1.
In this example, you'll have 59.6 remaining.
Enter the new amount as a negative value (-59.6).
Note: In some cases you will end up with a total with several decimal places. You will need to enter FOUR decimal places into Jobman for your total to calculate properly.
Creating a Quote Preset to Add Discount Amounts
If you add discounts as line items frequently, you can create a quote preset to make this process easier:
- Go to Settings > Quoting > Presets.
Click Create:
- Name your preset, e.g. "Discount", then click Create again.
Click Add New > Item:
- Name the item, e.g. "Discount", then click Create again.
Click into the item, then click Add New > Line Item:
- Name the line item ("Discount" again!) then click Create.
Save Changes:
Now when you want to add a discount as a line item to your quote, you can add this preset to your quote section, then click into the "Discount" line item and add a negative value to the Price field, then save changes!