You can add Discounts to any Jobs or Packages but this must be done at the Master Job level. Before Discounts can be applied, you must first be created through Settings > Discounts. Discounts created here will become the available options in the steps below.
To add a Discount to a Job, use the following steps:
- Navigate to a Master Job record. This can be done from the More dropdown on the Job Details overlay on the Dispatch Board.
- Click on the Percentage icon towards the right side of the job line item.
- Select the Discount, amount or rate, and expiration date, if applicable.
- Click Apply.
- Click Save.