Using Adjustments and Promotions

Using Adjustments and Promotions

Summary

If the Adjustments and Promotions feature is enabled for your Site and/or Account, you will be able to use this feature to add; remove; or edit discounts or surcharges.  This knowledge base article provides user instructions. 

Instructions

On the quote review screen (below), expand Order Total to see two sections: Adjustments Discounts and Adjustment Surcharges. Both Adjustment Discounts and Adjustment surcharges can be automatic, meaning that they will be added as you add line items. You will also have the option to add additional discounts and surcharges. Below are instructions for adding and editing discounts and surcharges on a quote. 


Adding Discounts/Promotions

  1. Expand the Adjustments Discounts section 
  2. Click the Add button
  3. A list of all available discounts will be shown
  4. Place a check mark to the left of one discount name 
  5. Click OK



  6. If the charge has a value associated with it (ex: 10%  or $50) it will be automatically added.
  7. If there is no value associated with the charge, you will see a pop-up window.  This is where you can give the charge a value.
  8. By default, if the charge is a percentage, you will be prompted to enter a percentage in the Type field. You can also enter a dollar amount by clicking the button beside Override the amount to enter a dollar amount  



  9. Adjustments Surcharges can be added in the same way. 

Editing discounts or surcharges

  1. Place a check mark to the left of one discount/surcharge
  2. Click the Edit Amount button
  3. Either enter a new percentage (if applicable) or a new dollar amount
  4. Click OK to exit and save 


Deleting discounts or surcharges

  1. Place a check mark to the left of one or more discounts/surcharges
  2. Click the Delete button
See also: 


Applies to: 

  1. Solatech Focus
  2. Solatech DOS