Choose the Discount Method
Go to System Setup › Company Details › Amend › Defaults. Under Discount Method, choose:
In-line Discount - users can enter a different discount on each Order line.
Header Discount - users enter one percentage from the Order header. The line Discount fields are hidden.
Select Update Company to save the setting.
Note: This setting controls the discount method. It does not enter a default discount percentage.
Important Change for Existing Orders
The selected method is copied onto each new Rental Order when it is created. Changing the Company setting:
Affects new Rental Orders only.
Does not convert or recalculate existing Orders.
Cannot enable Header Discount on an existing Order created with In-line Discount.
Where multiple Companies are used, configure and test each Company separately.
Apply a Header Discount
Create or open a live Rental Order that uses the Header Discount method.
Open the Order Overview.
Select Actions › Header Discount.
Enter a percentage between 0% and 100%, using no more than two decimal places.
Select Apply.
The change is saved immediately and the Order is refreshed. Enter 0% to remove the Header Discount.
Which Items Receive the Discount?
The percentage can apply to rental, sale and service lines where the item is marked as discountable, is not marked as zero-priced, and is a customer charge on the Rental Order. The Header Discount replaces any category or manually entered customer line discount - the discounts do not stack.
The following are not discounted:
Items marked as non-discountable.
Zero-priced lines.
Payment-card surcharges.
Separately calculated surcharge amounts.
Supplier prices, costs and supplier discounts are unaffected.
If a chargeable item cannot receive the discount, OnRent Go displays One or more chargeable items cannot be discounted. Open the line's Total breakdown to identify lines displaying "Not applied to this item".
Worked Example
An Order contains:
Item | Charge | Discountable? | 10% Header Discount |
Rental Product | £100 | Yes | £10 |
Sale Product | £50 | No | £0 |
Service | £50 | Yes | £5 |
The Order total before discount is £200, but the actual discount is £15 because the Sale Product is excluded.
Header Discount is presented once on the Order, but OnRent Go calculates and rounds it against the eligible lines. The monetary reduction may therefore differ from simply applying the percentage to the entire displayed Order total.
Review the Order Totals
The Order details show the Discount Percentage, Before Discount, Discount Total, After Discount, Tax, and Total including tax.
Any eligible items added later automatically receive the current Header Discount.
What Happens When the Order Is Invoiced?
Invoices created from the Order inherit the Header Discount percentage and display it as read-only.
Once any Invoice exists against the Order - including a Draft Invoice - the Header Discount can no longer be changed. The action is also unavailable when the Order is complete or cancelled.
Current supplied document templates support Header Discount presentation. Preview any customised or older quotation, Order and Invoice templates before enabling the option for live work.
Header Discounts and Margin Warnings
Applying a Header Discount reduces the selling value of eligible lines and may move them below their configured margin thresholds. Review any refreshed Margin Warning or Margin Below Minimum notifications after applying or changing the discount.