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Admin Tools: Discount Type

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Overview

Located at Start Page > Actions Menu > Admin Tools > Category = System > Discount Type, the Discount Type option in Admin Tools is used to create and manage discounts that can then be applied to specific orders.

 

DiscountType.PNG

 

 

Field Definitions

 

Discount Type Area

Field Definition
DiscountTypeDescription The description, and therefore, the name of the particular discount being created.
ReduceInvoiceAmount An [X] indicates that the discount will reduce the invoice amount when applied.
DiscountAction Displays how the discount is being accounted for on the supplier's side. 
Discount Type Displays how the discount to the customer will affect invoicing.

 

 

 

Discount Type Details

Field Definition
Description The description, and therefore, the name of the particular discount being created.
DiscountType

The Discount Type options dictate how the discount to the customer will affect invoicing.

 

Rebate - Rebates typically do not affect the Invoice Amount as a rebate is money that is returned after invoicing.

 

Discount - Discounts are generally applied to an invoice, immediately reducing the amount. 

DiscountAction

The Discount Action options dictates where the discount comes from - will the discount benefit be offset by reducing the value entered in as the sale amount or will the cost be artificially increased to account for the discount? 

 

The value selected most directly pertains to how the information will display within the Gross Profit Report. Easiest way to explain is that Reducing Sales will actually reduce the Sales Amounts with a positive Discount Amount to compensate.  Alternatively, Increasing Cost will not reduce the Sales Amounts, so there's a negative Discount Amount to compensate for the difference, in order to affect the Gross Margin.

 

Increase Cost - Typically increases the invoice amount.

 

Decrease Sales - Typically reduces the Invoice Amount.

Reduce Invoice Amount

Checked - the Rebate/Discount will be calculated for Gross Profit consideration and will reduce the amount the client sees on the invoice.

 

Unchecked - the Rebate/Discount will be calculated for Gross Profit consideration, but will not show on the Invoice.

 

 

 

Discount Transaction Type

Field Definition
Name The name of the transaction to which the selected discount will apply.
[X]  Place an X in the transaction's corresponding box to apply the selected discount. 

 

 

 

Where a Discount is Applied 

Discounts are applied to orders so, data that is set up on the Admin Tools Discount Type page becomes available to a recruiter in the Main Menu > Customer > Order Options page > Discount tab.

CustomerOrderOptions.png

 

 

 

Field Definitions

orderDiscountTab.PNG

 

 

Discount Tab Grid

The Avionté application requires that a "tier" be created when applying a discount to an order. Tiers consist of lower and upper limits (defined below), which basically define when the discount kicks in (lower) and when the discount has reached its maximum on the order (upper). 

 

Field Definition
Discount Type The name of the discount being applied.
Description The description of the discount being applied.
Percent or Amount How the discount is being applied in the order - either by a percent of the orders hours or billing or by a specific amount of the hours or billing. 
Tier Based On

The variable by which the discount is calculated.

 

TotalBill - When TotatlBill is selected, the discount tier will be calculated based on the order's total dollars billed.

 

TotalHours - When TotalHours is selected, the discount tier will be calculated based on the hours worked in the order.  hours. 

Tier Range Type

The duration the application considers when applying the discount.

 

Invoice - When set to Per Invoice, the limits consider a specific invoice level according to the TotalHours/TotalBill value chosen. 

 

LTD - When set to LTD, the limits consider the Lifetime-To-Date figures (TotalHours/TotalBill) to determine which Tier they belong to, in order to determine the Value applied.

 

YTD - When set to YTD, the Limits will look at the Client's Year-To-Date figures (TotalHours/TotalBill) to determine which Tier they belong to, in order to determine the Value applied.

StartDate The specific date on which the discount becomes active. 
EndDate The specific date on which the discount becomes inactive.
CopyToOrder  

 

 

 

 

Add a Discount Type


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