Offering discounts on quotes is an effective way to provide value to customers while maintaining a clear and transparent pricing structure. In Ascora, you can easily apply a discount by changing the pricing method to Fixed Price, which allows you to directly adjust the quoteโs total amount. This process ensures the discount is accurately reflected in the final pricing, without the need for manual calculations.
This guide will walk you through the steps to calculate a discounted amount, switch to the Fixed Price method, and adjust the total to apply the discount seamlessly. By following these instructions, youโll ensure that the discount is correctly displayed and automatically calculated within the quote, providing a professional and customer-friendly experience.
Calculating the discounted amount
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 Taxย equivalent to $405.00 and we're applying a 20% discount.
Therefore, our discounted amount is $405.00 - 20% = $324.00.
Changing the Pricing Method to Fixed Price
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.
Click Yes when you see the following box.
Applying the Discount
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.
