There are a variety of ways to discount opportunity items in Current RMS.
- Manually discount individual items.
- Discount all items in an opportunity group at once.
- Reset discounts across an entire opportunity.
- Work with discount categories to automatically discount products and services.
Items can be discounted when your opportunity's pricing is unlocked and if they're set up as discountable.
Discount an opportunity item
The easiest way to discount an opportunity item is to click on the discount in the list and enter a number.
The discount is applied automatically and the charge total is updated.
You may also edit an opportunity item to apply a discount.
Discount a group
To discount all items within an opportunity group, click the blue arrow to the right of group name and choose Reset item discounts from the menu.
Discount an entire opportunity
To discount all items on an opportunity, choose Reset item discounts under the Actions heading. If you get two options, choose “Apply discount percent” and specify the amount that you’d like to discount.
Automatic discounting with discount categories
As well as manually discounting opportunity items, you can set up discount categories in System Setup to automatically discount products and services.
Discount categories are made up of different rules that can be as narrow or broad as you like. To get started, see: Create discount categories to automatically discount products & services
You can still make changes to discounts on an opportunity when there's a discount category applied. To reset discounts back to their discount category, click Reset item discounts under Actions on the details pane. Then choose “Apply discount category”.
Do a deal
Use Deal Pricing under Actions to set a deal price for your opportunity, great for rounding off a figure or when a client has given you a budget.
Mark items as not discountable
There might be some things that you don't ever discount, for example transport. You can set these products and services up as not discountable to tell Current RMS that these should never be discounted.
Current will ignore non-discountable products and services when applying discounts. If you try to manually specify a discount on a non-discountable product or service, the system will let you know that's not possible.
How do discounts show on my document layouts?
All of the document layouts that come with Current RMS display data in different ways.
- Quotation layout 6 is a great for showing discounts – a discount percentage is provided for each line where there’s a discount and the discount is totalled at the bottom of the page.
- Quotation Layout 5 is a package quotation that shows a total discount, too.