Apply discounts to your products, services, or both, on jobs within an organization.
Thanks to popular demand from the Wishlist, users can now apply discount categories to organizations. Each discount category can be as simple or complex as you wish. You can simply add a percentage discount, or you can add a set of rules for each category, to determine how much discount to apply and which products and services (people, transport and venues) to apply it to.
Rules are only matched once all criteria applies, so a tag and product group that are added into the discount, will only apply to the rule if they both match the criteria, rather than one or the other.
When you add products or services to a job or invoice that has an organization discount category set up, they will automatically have that discount applied to them. Current will inform you of this with an orange alert in the right hand-corner of your system. You are able to override this if you do not want the discount category to be applied to all items in the organization, or you can reset the discount altogether, to specify which items you want to be discounted.
Click here for the full step by step guide on Organization Discount Categories and get in touch if you’d like to run through this new functionality in an online demo with one of our friendly Product Specialists