Overview
In this section we will walk you through how to create and add a discount and/or markup to your proposal or invoice.
Video Tutorial
CLICK HERE to watch a video about creating discounts and markups.
Create a Discount or Markup
You need to create a part that will be used for your discount or markup.
1. Go to Control Panel > Parts, click Add. Give your part a name and description.
2. Go to your proposal or invoice and add the part you just created. In the Quantity field you're going to add your percentage then hit tab, the discount or markup will then auto calculate in the rate field.
- For a 10% discount type 10%
- For a 10% markup type -10%
If you also have Options on your proposal and you want the discount/markup to apply to all items on the proposal (options and regular items) you need to add the discount/markup part twice. Once without text in the option field and once with the matching option name in the field.
Bulk Apply Pricing
When you create a Discount. At the bottom of the Part Details page, you will see the Apply Pricing button.
Selecting that option will open a section allowing you to specify how you want to bulk apply that price.
Choose one or several options and click Apply.
This will work the same way if you are using a part tied to an offer code for email marketing. Learn more about Offer Codes.
