If you need to create a discount on an order, there's two ways this can be done.
Adding a one-off dollar amount discount to an order.
Follow these steps:
Open up the order
Click on the discount field ($0)
Replace $0 with the dollar amount you want discounted from the order
🎉 That's it! The price is updated to reflect the discount.
Please Note: If you are using the integration between Boatyard and QuickBooks, please check out this article, to ensure that your QuickBooks is set up to receive discounts.
Creating an itemized discount on an order.
If you prefer to add a discount that will show up as a line item on your order, you can do so by building a "service". Here's how that is done:
Create the "service" by navigating to your "services" section in the dashboard.
Create a new service named "Discount"
Set the price to be negative, ie for a $100 discount your price will be "-$100"
Make sure there are NO parts and NO labor associated with the service
You can add a description ie "Complimentary discount for repeat customer"
Click on "create" to save the discount service
For any orders you wish to add the discount to, just add the service named "discount" to the order.
🎉 That's it! The price is updated to reflect the discount.
