Standard Discounts

• Overview
• Adding a Standard Discount
• Editing a Standard Discount
• Setting an Inventory Item to Be Non-Discountable
• Setting a Maximum Discount for an Inventory Item
• Setting a Discount on an Element
• Setting a Default Discount for a Contact
• Deleting a Standard Discount
• Undeleting a Standard Discount

Overview

You can set up multiple standard discounts in your Flex system, then use those discounts on financial elements like Quotes and Invoices. Standard discounts are set up with separate values for each pricing model and resource type, so you can have discounts apply only when certain criteria is met.

Adding a Standard Discount

1. In the  Main Menu, go to  System Settings and select Standard Discounts.
2. Click the  Add New Standard Discount button in the bottom left.
3. Enter the new standard discount information.
   • Name: The name of the discount, like 10%, 25%, etc.
   • Promo Code: Optional
   • Effective Date: Optional date for when the discount should become effective and is available for use. This can be left blank if there are no date restrictions.
   • Expiration Date: Optional date for when the discount expires and is no longer available for use. This can be left blank if there are no date restrictions.
   • Description: Optional description of the discount.
   • Enabled Locations: Type the name of the location OR select the magnify glass and click the locations that you want enabled for this standard discount.
4. Click OK.

With the standard discount page open, you can now set the discount values for each resource type and pricing model. Any resource type that is set to Discountable = Yes will show on this page, but the discount won't apply toward that resource type until you enter a value on this page.

By default, Subrental Discount Enabled will not be checked and any line items with POs associated with them will not receive a discount. 

Notice that you can enter a value for each pricing model in your system as well. For example, if you want the Day Rate to be eligible for a pricing discount, then you'll set the "View Options" to Price Discount and enter the discount percentage in the Discount % field. You will repeat this for the Day Rate pricing model for each resource type that you want to be eligible for the discount as well. In the above example, the pricing Discount % field has 10% entered for the Day Rate in the Rental resource type, but not for the Retail resource type.

Values will automatically save after entering data in any applicable Discount % field.

Following the above example, if we choose this standard discount on a financial element (Quote, Invoice, etc.), any line item that is a Rental resource type using the Day Rate will have a 10% discount applied to it. But any line item that is a Retail resource type will not have the discount applied.

To adjust cost discounts, you'll set the "View Options" filter in the footer to Cost Discount.

Editing a Standard Discount

1. In the  Main Menu, go to  System Settings and select Standard Discounts.
2. Select the  Options Menu of the standard discount and click  Edit.
3. Edit the new standard discount information.
   • Discount Name: The name of the discount, like 10%, 25%, etc.
   • Promo Code: Optional
   • Effective Date: Optional date for when the discount should become effective and is available for use. This can be left blank if there are no date restrictions.
   • Expiration Date: Optional date for when the discount expires and is no longer available for use. This can be left blank if there are no date restrictions.
   • Description: Optional description of the discount.
   • Enabled Locations: Type the name of the location OR select the magnify glass and click the locations that you want enabled for this standard discount.
4. Click OK.

For information about setting the percentage values for each resource type and pricing model, see the example in the section above.

Setting an Inventory Item to Be Non-Discountable

1. Open the inventory item for which you want to toggle the discountable field.
2. Click the Pricing tab.
3. Find the Discountable option in the footer and choose Yes or No. (Changes are automatically saved.)

Setting a Maximum Discount for an Inventory Item

1. Open the inventory item for which you want to edit the field.
2. Click the Pricing tab.
3. Find the Maximum Discount(%) option in the footer and enter a percentage value. (Changes are automatically saved.)

Setting a Discount on an Element

1. Open the element for which you want to set a discount (typically a financial element like a Quote).
2. Find the Discount option in the Header tab.
3. Click the  pencil icon in the Discount field to launch the selection menu.
4. Choose an available discount from the menu.

After choosing a discount for the element, Flex will automatically calculate a new total based on the discount that was chosen. 

Any inventory item that is eligible for a discount (based on resource type and individual item settings as described in the previous sections) will have the discount applied. You can see the discount in the Price Ext. column.

Setting a Default Discount for a Contact

1. Open the contact for which you want to set a default discount.
2. Click the Default Terms tab.
3. Choose an option from the Standard Discount menu. (All changes are automatically saved.)

Now, whenever you use the contact to create a new Quote (or other financial element), the standard discount will automatically apply.

Deleting a Standard Discount

1. In the  Main Menu, go to  System Settings and select Standard Discounts.
2. Select the checkbox(s) for the discount(s) you want to delete.
3. Click the  Delete Selected Line(s) icon in the footer.

Undeleting a Standard Discount

1. In the  Main Menu, go to  System Settings and select Standard Discounts.
2. Click the "Show Deleted Only" option in the bottom left.
3. Select the checkbox(s) for the discount(s) you want to undelete.
4. Click the  Undelete Selected Line(s) icon in the footer.