Discounts and surcharges

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There are two types of surcharges/discounts in TOM: They can be either be linked to individual sub-projects or offer items OR to the entire project or offer.

 

1. Discount / Surcharge on sub-projects and offer items

This function creates an invoice item which appears on the invoice - indented by three blanks - right underneath the related sub-project. This item is not visible in the general SP lists in the project / offer management screens. It is created and edited from within the SP / offer item screen.

Procedure

Confirm that the sub-project has full price information.
Click on "Surcharge / Discount..." and edit the item. You can simply type the amount and the description into the fields provided.

 
Option: auto-calculate from percentage

Simply enter a discount/surcharge rate in % and click "Calculate".

Please note that the differentiation between 'discount' and 'surcharge' is actually simply a plus or minus in the field 'quantity' (i.e. -1 in case of a discount).

 

2. Discount / Surcharge on entire projects/offers

This function creates an invoice item which appears on the invoice (offer) - indented by three blanks - as the final sub-project to that project/offer. This item is not visible in the general SP lists in the project / offer management screens.

For Projects: Select  Surcharge/Discount  from the  Project  menu in single-project view
For Offers/Quotes: Select  Surcharge/Discount  from the  Quote  menu in the main processing screen

 

The procedure for entering the details is the same as for the sub-project discount described above.

 

 Please note 

Any subsequent price modifications to a sub-project do not affect the discount amounts automatically! You may have to modify the discount/surcharge item accordingly yourself!