How to Add a Discount Column in QwikQuote
To add discount
to currently working on sages quote in the quote view in QwikQuote the leading
sales quoting software and invoicing software you can press the Discount button
and
enter the percent value you want to apply discount to your customers with the
default discount value of 10%. This is a convenient and straight forward
approach in case you want to add uniform discount to all product/service items
in a quote or above the line your cursor is located in the quote view of the
quoting software and invoice software system.
The following screenshot shows how this feature is at working:
However, in
case you want to apply different discount value for each product/service item in
the quoting software and invoicing software system to your customer then you
need an approach to enter and edit the discount value for each item. In
essence, you need an approach to modify item final price in a quote. And what
is more, you might need more than one of the possible modifiers to get the
final price in your quoting software and invoice software system. To meet this
business requirement, QwikQuote quoting software and invoice software package
has designed a very flexible process for you to add up to 4 Price modifiers in
your quoting software system and any of them can be used as Discount under our
discussion herein.
To add one of
the price modifier as Discount please follow the detailed steps below:
1.
Enable the Price Modifier Feature
You need to enable the
and if you want, you can choose to use the Price List
corresponding value for the multipliers,
otherwise, you need to enter the
value item by item manually in the quote view,
such as the screenshot
shown below:
2.
Select a Price Modifier to be
Used as Discount
In the Advanced II tab of the QwikQuote 6 Options
dialog of your quote software and invoicing software, you can choose the Type
of the 1st Multiplier Column you added to the quote view to be
used as Discount so that you can specify the discount value for
that item in the quoting software. Such as the screenshot shown below:
3.
Select the Discount Multiplier to
Display in the Quote View
You can choose one of the 4 Multipliers from the Field
Order in Quote/Order tab of the QwikQuote 6 Options dialog to
be displayed in the quote view of the quoting software. In our case, we set
the 1st multiplier as the Discount – we need to select the Multiplier
1 to be displayed in the quote view of our quoting software system, such as
the screenshot shown below to be shown on the 7th column:
and it will add a column to the quote view such as the screenshot shown below:
4.
Item Discount in Action
Now when you add an item from Price List into
current quote, you can set or edit Discount value for that item in quote
view of the quoting software and invoice software.
Note: To make the quote more meaningful to your
client, you should re-name the column header to as Discount, such as the
screenshot shown below:
5.
Need more Help
Having any question or encounter any issue that
need more help regarding QwikQuote the easy and quick quote software in the
market, please send an email to support@qwikquote.com
and we are here ready to help you resolve the issue or call us at +1.248.238.8101.
Enjoy your
QwikQuote the Easiest One in Sales Quoting Software and Invoicing Software!