Whether you're looking to incentivize clients, adjust for budget constraints, or simply manage financial expectations more effectively, understanding how to apply discounts is essential. Let's take a look at how to Apply a Discount to your Project
First, once you've opened your specific Project, navigate to the Project Navigation Menu on the left hand side of your screen. In the sidebar, locate and select the 'Discounts' menu.
Now you will see the 3 different Discount Options you can apply. First select which option best applies to your current situation. Once you've chosen the Discount Option, select the Discount Type you wish to apply; either a Percentage or a Dollar Amount. Now that you've chosen that enter the Discount Value you wish to deduct from your Project.
Once you've checked over the details and are happy with your Discount Option, Type and Value, simply select the Submit button to apply your Discount.
If you selected the Apply Discount To Selected Charges (Apply Discounts In The Charges Table), navigate to the Charges Table of your Project, find the BOQ you wish to add the Discount to, scroll all the way to the right hand side of the screen and you will see the Discount Column.
Enter in the Discount amounts you wish for each of the BOQ's and once you've done that now hit SAVE PROJECT in the bottom right hand corner of the screen.
And there you have it, those are 3 different ways you can apply a Discount to your Project by either a Percentage or Dollar Amount.