How to apply a discount on a quote?

You are able to apply a discount on a quote by changing the pricing method to Fixed Price and you can already edit the figures by entering the discounted amount in the field called Total Ex Tax and Ascora automatically calculates the discount.

Calculating the discounted amount

1. Calculate the discounted amount or reduced amount as you will need it when adjusting the Total Amount Ex Tax. 

In this example, we have a Quote with Total Amount Ex Tax  equivalent to $405.00 and we're applying a 20% discount.

Therefore, our discounted amount is $405.00 - 20% = $324.00.

Note: You may have different ways of calculating discounts but the goal here is  to determine what would be the new amount after applying the discount.

Changing the Pricing Method to Fixed Price

2. Change the Pricing Method to Fixed Price since this is the only pricing method that allows you to edit quote totals or allow you to apply a discount. 

2.1 Click Yes when you see the following box.

Applying the Discount

3. After changing the pricing method to Fixed Price, the fields called Amount Ex Tax and Total Inc Tax can already be adjusted.

To apply the discount, edit the Amount Ex Tax by entering the discounted amount which is $324.00 calculated by (Original Amount Ex Tax $405.00 - Discount Amount $81.00 or discount of 20%)

Once you've entered the discounted amount in Amount Ex Tax field, the discount amount automatically shows in the Discount field.

  We've now completed the process of applying a discount to a quote by completing the following steps:

1. Changing the pricing method to Fixed Price
2. Applying the discounted amount