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!