Named Line Item Discounts
You can add Named Discounts and Ad Hoc discounts to your line items. These discounts can add a percent or flat discount amount to line items and add the name/reason will display on your contracts for your customer to see why they are receiving the discount.
You can create a named line discount by going to Settings > Sales > Named Order Discounts & Fees. Click on Add Discount type.
In the pop-up you must enter a name, type and amount.
There are three different types of discounts you can give to your customers:
Flat Amount: This is a set amount discount applied to the line item(s). For example, you could add a $100 discount no matter the price of the line item(s).
Percent Amount: This type will apply a percent discount to all line items you are creating on the order entry pop-up. You can't have an amount above 100.
Flat Per Qty: This is only relevant for service items. The flat per QTY will give the user a flat discount on each QTY of the service you sell them. For example, if you set it to 10 and sell 20 of a service to someone, they will get a total of a 200 discount.
Important
Named Line Discounts can be affected by a sales rep discount threshold. For example, if a sales rep can't discount beyond 30%, they won't be able to add a 50% named line discount. They also wouldn't be able to apply a 100 flat amount discount to a 200 line item.
The 'show on contract' option will allow you to let the customer know why they are receiving the discount. The customer will see the amount of the discount and the name you gave it.
Once your discounts are saved, sales reps can start entering them on order. You have to make sure they have permission to do so.
I want to create a standard new customer discount and add my own discount to an order for the customer.
I started by going to Settings > Sales > Named Discounts and Fee and created a new New Customer Discount.
When I entered a line item on the order I added the named discount.
After adding the one discount I created an Ad Hoc Discount and set it to a percent type.
Now the order has both the Named Line Discounts and Ad Hoc Named Discount.
There are a few options for displaying your Named Line Item Discounts on your orders. You need to use at least one of these options to see the discounts show up on he contract. For all of the options, the Named Discount or the Ad Hoc Named Discount has to have its ‘show on contract’ box checked. If that is left unchecked on the discount, then the discount will not show up on the contract even when using the following display options.
Tip
All of the options below require editing your contract templates. If you need more information about how to do this, click here.
Option number one is to use the Discounts Applied element. When added to your contract template, the Discounts Applied element will list all of the discounts on the order, including your Named Line Item Discounts and Ad Hoc Named Discounts. Each discount will show the name and amount of the discount.
The second option is to add the ‘Named Discounts’ column to the Ad Items and Service Items contract elements, and the ‘Discounts’ column to the Digital Media Items element. This will display the total discounts set on each item. For ad and service items this column will only show named discounts, whereas the digital media item element will include any discounts added to the item.
Adding the Summary (Total Discount) element will display the total of your Named Discounts. This option does not include details like the name and price of each discount added.
Last but not least, you can choose to display the Named Discounts underneath each line. This option is particularly helpful if you are adding multiple discounts per line item and wish to see which item each discount is associated with. To do this, edit the Ad Items, Service Items, and Digital Media Items contract elements, and check the ‘Display Discounts Below Items’ option.
Updated 06/20/2022