Topics included in this article: 

• Allow item discounts
• Per item discounts 
• Transaction discounts 
• Customer special rates
• Remove the savings line from contracts

Allow item discounts

Make sure the item is marked to Allow Discount from the Basic Information tab in the inventory edit screen which can be found under Inventory > Inventory. This will allow anyone with lower access than Admin Level to give this item a discount on the transaction. If this option is not checked, anyone with an access level lower than Admin won't be able to discount the item on the transaction. An admin can always override and be able to discount the item on the transaction.

Per item discounts

To give an item discount on a transaction, once the item is placed on the transaction, hover over the rate field and click the edit icon. This will allow you to give either a dollar or percentage discount. To give a dollar discount, just enter the new dollar amount in the New Amount field. To give a percentage discount, just add a percentage whole amount in the discount field. When you change the new amount, the percentage will calculate automatically for you. When you enter a percentage discount, the new amount is calculated automatically for you. Once you click Save, the rate will update accordingly.

The discount amount and new rate will show next to the item on the transaction.  

Transaction discounts

Once the items are added to the transaction, click on Add Rental Discount to the left of the Totals section.

 
 

From here, you can override the total amount of the contract, which will then calculate the discount percentage amount for you. Or you can enter a discount percentage amount, which will recalculate the overall contract price for you. If you want to show what type of discount it was, you can enter a description in the Discount Description field. Don’t forget to click Save.

 
Once the contract discount has been added, you will see the discount and amount as a line item on the transaction.  

This amount will also show up in the Totals section next to Your Savings.  

Customer special rates

If you have a customer that has special rates, then you can add that to the Item. This can be done via the Customer or the Tag that you made. To do this, go to Inventory > Inventory. When you go to edit the item, go to the Custom Pricing Tab. To add a Customer Price, click on Add New Customer Price, and to add a Tag Price, click on Add New Tag Price. If you want to know more information about Tags, please see our article on Managing Tags.

From here you can enter the New Base Rate, Deposit, Replacement Cost, and give your Custom Pricing a start and end time. When you are done, click Save.
 

Remove the savings line from contracts

From Configuration > Company Configuration > Printing Options, select the option to remove the customer's savings from the contract.