Accounting Details - Discounts
Discounts are located in the admin, in the App Features section, and then Accounting details.
Once the Accounting details are open, you will see a tab labeled Discounts. Once clicked it will expand the discount section to show options added.
In the discount section, to adjust the discount requirements, in the action column, click the pencil to the discount you want to set the requirements for.
In the Discount pop-up window, the following can be set (seen in pop-up below):
- Title - Text field where the desired title of the discount can be typed in
- Discount type - Drop-down to select what type of discount this will be, either Amount, Percentage or Override Total
- Discount Type Amount - the value you want the discount to be set to
- Allow User to Edit - toggle on or off to allow the tablet user to edit the discount
- Default Discount in Project - toggle discount on or off to apply to all projects
- Map To CRM - Currently, functionality doesn't require CRM
- Assign to Product Categories - only products associated with the category will be discounted
- Assign to Forms - only applies to products in a set form
Final Step
Any changes made would have to be saved by clicking on the save in the bottom right corner, and will require it to be published for these to be seen in the SolutionView app.