other catalog estimate discount credit faq estimate credit add discount How do I add a discount on my estimate?

How to Setup An Other Item for Discounts on Estimates

Because they don't have overhead markups, other items are really handy for setting up line items like discounts.  Here are a few tips on setting up an item that you can use to apply discounts to estimates:

  • Name the other item Discount
  • Use Each as the units
  • Set the Unit Cost to $0.00 (you will customize this on each estimate where you want to apply a discount).
  • Choose the Pricing Calculator option to Set Fixed Profit
  • Set the Fixed Profit Margin to 0%  (we don't want to add any profit to the discount)

Now you have an item that you can add to estimates for a discount.  Simply add this Discount item to an estimate, set the unit price to a negative amount to apply a discount (e.g. -$300.00) and the 0% profit margin will ensure the discount gets applied correctly.

NOTE:  You want to set the UNIT PRICE, not the UNIT COST on the estimate to the amount of the discount since your costs aren't decreasing.  A discount is only decreasing your price, not your costs.



1 comment
  • I have set my disount item up as suggested in this article but when I add it to an estiamte and enter the negative amount in the unit price section it changes the profit to 100 % and I cant make that 0%. Is this right or am I doing something wrong?

Article is closed for comments.