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Adding Customer Discounts/Labor Rates
Adding Customer Discounts/Labor Rates

Set customer discounts and labor rate overrides in customer profiles.

Rebecca Castro avatar
Written by Rebecca Castro
Updated over 2 years ago
  • Click on "Customers".

  • Search for existing customers by name, address, or phone number.

  • Click "Go" or press Enter to view search results.

  • Click on the desired customer's Actions Menu (...).

  • Select "Discounts".

Users are able to set the following Customer Discounts:

-Part % Discount

-Labor % Discount

-Labor Rate Override

  • To bulk edit the entire category/class list (adjust all simultaneously), click on the Notepad icon within the first row (entitled: CUSTOMER DISCOUNTS).

  • Individual Categories and their corresponding Classes can be adjusted by clicking on the Category's name, then clicking the Notepad icon for the appropriate Category or Class

  • Once all changes have been made, click the Green Check to save.

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