Discounts

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Adriano Candeloro | Sightline

• February 02, 2023 00:17

Can you set a default global default discount from any new quote? 

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  Jim Evans AKA Audiodog

  • February 09, 2023 20:50
  • Edited

  Hey Adriano, You can set up standard discounts and enable them on your quotes. Then you can select that discount from within the header of the quote. Here is a link to a help center article that will explain how to do this.

  https://helpcenter.flexrentalsolutions.com/hc/en-us/articles/6172571623959-Standard-Discounts

  Then you'll need to set up a header block field for your standard discount and select "Standard Discount" as the field type. These settings are located at Projects > Element Definitions > Quote Views > Working View > Header Block Columns. The instructions below can be found in this article from the help center.

  https://helpcenter.flexrentalsolutions.com/hc/en-us/articles/8238055614871-Projects-Element-Definitions#h_01GPEJ6KRAHPGDTC17W6HW6224

  The fourth tab is the Header Block Columns tab which allows you to configure what fields are visible in the Header tab of the element. Below you will find the steps for how to add a new field to the header.

  1. Click the Add New Row icon.
  2. Enter the new row information.
  • Row: This determines what row the field will be added to within the header. Numbering starts at 0, representing the first row, and goes to 9.
  • Caption: The name of the field.
  • Field Type: The type of the field and what information will populate.
  • Format Mask: When a date field is selected, you will be able to choose a format mask.
  • Print Enabled: If Yes, the field will be visible on the generated report.
  • Width Factor: This will determine the width of the field. If the text appears outside of the field on the generated report, you may need to expand the width.

   

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