Click "Edit" located on the top righthand side

Go down to the 'Select Fees' section located on the lefthand side and click 'Fee Settings'

Under the 'Discount Fee' tab is where you will create all your discount 'fees' for customers

Enter the export code in the field shown below, if necessary

From here, under the "Service Name" field you can input the internal name of the fee

And under the "Fee Title" field you can input the outward facing name of the fee that customers will see

The "Internal" checkbox shown below will decide whether the fee can be activated only on your end (if checked on) or by the customer as well through the contractor app (if checked off)

Click the "Use after tax" checkbox to decide whether to apply the discount before or after the tax

To apply the discount by a percentage, enter it under the 'Multiplier' field. 

An example of how that would like would be, for a 10% discount enter it as '0.1' or for a 40% discount enter it as '0.4'

To set the discount fee on all product categories, leave the remaining options untouched. To choose a specific product category to have the fee set to, click on the dropdown menu shown below and select your choice

To choose to have the fee on all products in the category, click on the checkbox at the top of table shown below

To choose to have the fee on specific products, click on the check box beside the product(s) you wish to add it to

Whether you choose to allow it for select products or all products, click on the arrow shown below when you are ready

This will transfer over the selected products to the table on the righthand side, indicating the products to which the fee will apply to

Click "Save" to enter the new discount fee

Now when you create a new order under the 'Discounts' section, you'll be able to add your new discount fee

In this example, I will add the discount I just created named "Discount A"

DISCOUNT
Discount A
PRICE
Fixed
SET CUSTOM PRICE
Fixed

You can manually add a discount price yourself in the box shown below. If a discount was added to the multiplier field as shown in step 13, you will automatically see it populate in the order summary

It will now show up in the order summary, as shown below!

ORDER DETAILS
11 Mar, 2024 03:00pm
Jon's Concrete - Jon's Concrete
482 East Avenue, Kitchener, ON N2H 1Z8, Canada
PRODUCT
5000 PSI
TAX
Regular Mix
$135.00/yd
10
$1,350.00
SELECT FEES
Hot Water
TAX
$50.00
Delivery Zone A
TAX
$75.00
DISCOUNTS
Discount A
NON
-$500.00
OTHER TAXES AND FEES
CANADA GST/TPS [CA] (5.0%)
$73.75
ONTARIO HST [ON] (8.0%)
$118.00
HST 13%
$191.75
TOTAL:
$1,358.50

How To Apply A Discount Through The Dashboard