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, 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 surcharge 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 be 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 placing a check in 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

Applies to: 

  1. Solatech Focus
  2. Solatech DOS 


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