http://m.getsatisfaction.com/topics/7639444 Ability to apply discount when billing 2018-11-29T00:24:22Z 2017-11-29T05:16:11Z 7639444 http://m.getsatisfaction.com/topics/7639444 7639444 Ability to apply discount when billing 2018-11-29T00:24:22Z 2017-11-29T05:16:11Z Ellee Wynne http://m.getsatisfaction.com/people/8236634 https://www.gravatar.com/avatar/066b772d7fb65be90121d52c0792841c?d=identicon&s=55&r=PG ellee_wynne Hi Guys, <br /><br />We are a natural health clinic and we give patients discounts on their supplements for their birthday day etc. We currently do this by manually working out a 20% discount (for example) on each individual item. To do this we have to barcode scan the item, work out 20% off on the calculator, enter it as a 'reduction', 'add' the reduced product, then delete the originial item we scanned. This is very time consuming, especially if the patient is buying 10 odd individual items.&nbsp;<br /><br />Can you make an option to apply selected discounts? ie. 5%, 10%, 15% etc.&nbsp;<br /><br />Thanks&nbsp; idea active 13 10 8 comment http://m.getsatisfaction.com/topics/7639444/replies/19127809 http://m.getsatisfaction.com/topics/7639444 19127809 Meaghan - KingsWilliam Natural Health Care responded to "Ability to apply discount when billing" 2017-11-29T06:20:10Z 2017-11-29T06:20:10Z Meaghan - KingsWilliam Natural Health Care http://m.getsatisfaction.com/people/8127246 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10782611/photo_medium.jpg meaghan_aldridge_chow Oh I love this!&nbsp; Also the ability to give a product at the cost amount?&nbsp; All our practitioners are allowed to pay at cost, but this means going into Item Management and manually working it out on the calculator. 0 http://m.getsatisfaction.com/topics/7639444/replies/19127861 http://m.getsatisfaction.com/topics/7639444/replies/19127809 19127861 Timothy responded to "Ability to apply discount when billing" 2017-11-29T06:58:11Z 2017-11-29T06:58:11Z Timothy http://m.getsatisfaction.com/people/7410868 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481383/FullSizeRender2_medium.jpg tim_7104970 Hi Meaghan. It's generally not advisable to make ad-hoc changes to the cost of items at the time of billing as this can introduce errors. What we recommend is that you have a fee category e.g. Staff, and for each item code that you bill, you set the price that staff pay against the Staff fee category (see below).<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1677390/19080-dcq9pf_inline.png?1511938605" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1677390/19080-dcq9pf_inlinepng1511938605" /><br /><br />So long as the Staff fee category is assigned to the staff member’s patient file, when you bill them the appropriate price will appear, in this case the cost price of the item. 0 http://m.getsatisfaction.com/topics/7639444/replies/19127870 http://m.getsatisfaction.com/topics/7639444 19127870 Timothy responded to "Ability to apply discount when billing" 2017-11-29T07:05:00Z 2017-11-29T07:05:00Z Timothy http://m.getsatisfaction.com/people/7410868 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481383/FullSizeRender2_medium.jpg tim_7104970 Hi Ellee. At this stage, you are unable to add a percentage discount at the time of billing. In some circumstances, special pricing can be applied using the fee category method (see Meaghan’s post above).&nbsp;<br /><br />We do believe that this is a good idea and will look at changing the reduction text box on the bill/receipt screens to include a drop-down list with some standard discount percentages. So as not to have an overwhelming number of options, we are thinking of including 5%, 10%, 15%, 20%, 25%, 30% reduction rates. We would like to see what the Community thinks of this, so please reply to let us know your thoughts. 5 http://m.getsatisfaction.com/topics/7639444/replies/19127878 http://m.getsatisfaction.com/topics/7639444/replies/19127809 19127878 Ellee Wynne responded to "Ability to apply discount when billing" 2017-11-29T07:09:33Z 2017-11-29T07:09:33Z Ellee Wynne http://m.getsatisfaction.com/people/8236634 https://www.gravatar.com/avatar/066b772d7fb65be90121d52c0792841c?d=identicon&s=55&r=PG ellee_wynne <p>Hi Meaghan, we do this differently. Some of our products and&nbsp;products have different mark up so we couldn't do it this way, but if you guys set a set discount it would totally work.</p><p>We have all of our services and products set up under different price categories. Cost price is "VIP" and all our staff are set up as people and their fee category is set to "VIP" - this way and all our staff is "VIP" and they automatically get cost price. If this makes sense?</p><p>We offer patients promotional discounts so such a pain having to reduce things manually!</p><p>&nbsp;</p> 0 http://m.getsatisfaction.com/topics/7639444/replies/19127886 http://m.getsatisfaction.com/topics/7639444/replies/19127870 19127886 Ellee Wynne responded to "Ability to apply discount when billing" 2017-11-29T07:15:45Z 2017-11-29T07:15:45Z Ellee Wynne http://m.getsatisfaction.com/people/8236634 https://www.gravatar.com/avatar/066b772d7fb65be90121d52c0792841c?d=identicon&s=55&r=PG ellee_wynne <p>Hi Tim, this would be fantastic for us, thank you. The only other thing I would ask is if a 50% was added as well, so for example&nbsp;&nbsp; 5%, 10%, 15%, 20%, 25%, 30% &amp; 50%</p><p><br /></p> 0 http://m.getsatisfaction.com/topics/7639444/replies/19127896 http://m.getsatisfaction.com/topics/7639444/replies/19127870 19127896 Joyaa Antares responded to "Ability to apply discount when billing" 2017-11-29T07:28:33Z 2017-11-29T07:28:33Z Joyaa Antares http://m.getsatisfaction.com/people/5979473 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481663/JoyaaNov2012Sydney_medium.jpg joyaa_antares Great idea Ellee!<br />Your options would work for us, Tim.&nbsp; &nbsp;We apply a 15% or 20% discount for supplements to those on a naturopathic "package", and on the "bill" screen we always round the "reduction" down to the nearest 0.05 cents, so that the discounted price is actually rounded up.<br />Thanks v. much, Joyaa 0 http://m.getsatisfaction.com/topics/7639444/replies/19127996 http://m.getsatisfaction.com/topics/7639444/replies/19127870 19127996 Bing responded to "Ability to apply discount when billing" 2017-11-29T09:13:38Z 2017-11-29T09:13:38Z Bing http://m.getsatisfaction.com/people/8242774 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11241943/_DSC0094_medium.JPG bnh Hi Tim,<br /> Will that be possible to add a "custom %" in the list so that we can manually enter the discount rate? We run a different program on services discounts which sometimes can involve 7.5% off. Awkward, isn't it? 0 http://m.getsatisfaction.com/topics/7639444/replies/19130100 http://m.getsatisfaction.com/topics/7639444/replies/19127870 19130100 Teresa O'Donnell responded to "Ability to apply discount when billing" 2017-11-30T01:08:38Z 2017-11-30T01:08:38Z Teresa O'Donnell http://m.getsatisfaction.com/people/7417233 https://www.gravatar.com/avatar/0fc6e200de4b259bb414af06335af5b8?d=identicon&s=55&r=PG teresa_o_donnell hi Tim, I'd also like to see this ability. Currently when we do a promo or know we need a fee reduction we create a new item number with the reduction in it, this also allows us to report on the promo item number to see how it went. eg. for physio an initial assessment is 500 so our new item code might be 500PR and then we put in the price we want it. Some other great ideas mentioned above as well, thanks everyone. :) 0 http://m.getsatisfaction.com/topics/7639444/replies/19130165 http://m.getsatisfaction.com/topics/7639444/replies/19127809 19130165 Meaghan - KingsWilliam Natural Health Care responded to "Ability to apply discount when billing" 2017-11-30T01:56:13Z 2017-11-30T01:56:13Z Meaghan - KingsWilliam Natural Health Care http://m.getsatisfaction.com/people/8127246 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10782611/photo_medium.jpg meaghan_aldridge_chow Hi Timothy,<br /><br />This is good when you are using a specific fee category for a specific group of people, but what if you're doing a once off?&nbsp; Especially if we have expiring products we discount/sell at cost which is very manual as FD is atm.<br /><br />Would be handy if we had a manual override to adjust the product to cost price as well.<br /><br />Plus we have hundreds of products, so setting this up is going to be time consuming. 0 http://m.getsatisfaction.com/topics/7639444/replies/19583972 http://m.getsatisfaction.com/topics/7639444 19583972 Ellee Wynne responded to "Ability to apply discount when billing" 2018-06-15T07:19:18Z 2018-06-15T07:19:18Z Ellee Wynne http://m.getsatisfaction.com/people/8236634 https://www.gravatar.com/avatar/066b772d7fb65be90121d52c0792841c?d=identicon&s=55&r=PG ellee_wynne Hi Guys, just wondering if you have an update on this as you agreed it is a good idea. Thanks&nbsp; 0 http://m.getsatisfaction.com/topics/7639444/replies/19583973 http://m.getsatisfaction.com/topics/7639444/replies/19127870 19583973 Ellee Wynne responded to "Ability to apply discount when billing" 2018-06-15T07:20:07Z 2018-06-15T07:20:07Z Ellee Wynne http://m.getsatisfaction.com/people/8236634 https://www.gravatar.com/avatar/066b772d7fb65be90121d52c0792841c?d=identicon&s=55&r=PG ellee_wynne Hopefully we will see this happen soon, I just read about the changes with the new update and it is still not possible.&nbsp; 0 http://m.getsatisfaction.com/topics/7639444/replies/19583980 http://m.getsatisfaction.com/topics/7639444/replies/19583972 19583980 Timothy responded to "Ability to apply discount when billing" 2018-06-15T07:23:59Z 2018-06-15T07:23:59Z Timothy http://m.getsatisfaction.com/people/7410868 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481383/FullSizeRender2_medium.jpg tim_7104970 Hi&nbsp;Ellee. Work is underway on the discount feature. We're aiming to release this in an upgrade in the near future.&nbsp; 0 http://m.getsatisfaction.com/topics/7639444/replies/19879786 http://m.getsatisfaction.com/topics/7639444/replies/19583972 19879786 Ellee Wynne responded to "Ability to apply discount when billing" 2018-11-29T00:24:22Z 2018-11-29T00:24:22Z Ellee Wynne http://m.getsatisfaction.com/people/8236634 https://www.gravatar.com/avatar/066b772d7fb65be90121d52c0792841c?d=identicon&s=55&r=PG ellee_wynne Hi Tim,<br />What is the update on this?<br />We had a black Friday sale on Friday&nbsp;and sold 650 items; we had to individually reduce&nbsp;650 items. It was absolute nightmare because we didn't have this function.<br />Its all well and good to say your working on it, but a deadline or would be appreciated.<br />Thanks 0