Hello,
Does anyone have any ideas for how to set a discount for customer quotes (or orders) that is not predefined (i.e. third party discount related)
thanks.
I think there are multiple methods to give a discount, but here’s how I mostly do it
On an proposal, or order or invoice, I simply add 1 line which is a “Free-text item” the type doesn’t matter, but I use service. If you only have enabled products, then use products.
I fill out the form with a text with the reason for the discount - this can be anything “pink elephant”, anything. I usually write a meaning full text, and in these pictures you can see me give myself an organizer discount for the weekend dance workshop that I help organize next weekend.
Once I click add, then the negative price is counted against the price of the service/product that is on the proposal, order, invoice, …
After this order is modified I can just validate it and even create a 0,00 invoice if I want to.
Suppliers have discounts based on payment terms (and this is usually specified when requesting a quote), this is different for each order and varies depending on the amount. A predefined supplier discount or a negative priced product will not work unfortunately.
sounds like you need to do it by hand each time
