Discounts
Discounts allow your team to deduct either a percentage or flat-rate amount off of your invoice totals. SmartMoving supports two types of discounts, Ad-Hoc and Pre-defined.
Ad Hoc discounts let your sales team apply either a dollar amount or percentage discount off of an estimate. These discount amounts are determined by your moving consultants and are not pre-defined.
Pre-Defined discounts let your sales team add a pre-defined dollar amount or percentage off of an estimate. The amount off may not be modified by your moving consultants. Note that pre-defined discounts have an optional expiration date to allow you to set a fixed time period that these may be applied. This is a good way to offer holiday discounts, etc.
Adding discounts
Navigate to the estimate page of an opportunity.
First, click the plus button in the Pricing panel and select Add Discount.
Next, select a pre-created discount or select Amount Discount or Percentage Discount to add an "ad hoc" one.
Amount Discount: Select for dollar amount discounts and enter the dollars discounted into the Amount field.
Percentage Discount: Select for percent discounts and enter the percent discounted into the Amount field.
Note: If Amount Discount and/or Percentage Discount is not available, it is not allowed by your SmartMoving settings.
Then, click Add to save.
The discount will then show as a line item on the estimate.
Note - Discounts have the following restrictions:
You can only add 1 discount to a job at a time.
Discounts may only apply to the invoice total—you cannot apply a discount to a specific portion of a job (e.g., you cannot apply a 10% discount specifically for packing labor; the 10% would have to be applied to the invoice total).
For sales commission purposes, the discount is spread evenly across all line items of an invoice so that you can opt to pay sales commissions on the post discount amount.
Fees
Adding additional fees
First, click the plus button in the Pricing panel and select Add Fee.
Next, enter a name and cost for the fee.
Then, click Add to save.
The fee will then show up as a line item on the estimate.
