Discounts and surcharges
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 created and edited from within the SP / offer item screen.
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.
The procedure for entering the details is the same as for the sub-project discount described above.