Apptivo Orders app allows you to set discounts for your Orders while creating the Orders with the discounted rate.
You can set up the discounts in two ways:
- At Order Header - With this, the discount attribute will get added in the Orders details section and you can set the discounts based on the total value of the Order.
- At Order Line - With this, you can add the discount attribute at the Order Line. i.e you can set the discount on each line item individually.
- No Discount - With this No Discount option, you can remove the Discounts option from the Orders.
Steps to Enable
- Login and access the Orders app from the universal menu.
- Click on the More(...) icon and select the Settings.
- In the Settings page, click on the Orders and select the Discounts.
- Here, you can view the following options to set the Discounts for orders.
No Discount
- By Selecting the No Discount, the Discounts option will not be available at the time of creating the order.
- Here, the At Order Header is selected. Changes will get updated automatically.
At Order Header
- Now, go to the Create Order page.
- You can view the Discounts Attributes at the Order Information section.
- You can set the Discounts as the Fixed value or the Percentage wise.
- By selecting the Fixed value, you can enter the discount value.
Note: To add the Discount, the Product/ Item table should be filled.
- The provided discount fixed value will get applied in the total value of the Order at the Summary section.
- By Selecting the Percentage from the Discount dropdown, you can enter a discount in percentage value.
- The added percentage value will get deducted from the total value of the Order at the Summary section.
- For example, the total value of the Order is $5000, and the discount percentage mentioned as 10%. Now, $500 will get reduced as the discount value for the Total value of the Order.
At Order Line
- Now, the Discount type is selected as the At Order line.
- Go to the create order page and scroll down to view the Product or Service provided table.
- You can view the Discount option at the line items.
- Here, you can set the at each line of the added items.
- You can also set the Fixed or the Percentage-wise discounts for each added line item separately.