Discounts and surcharges

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

 

1. Discount / Surcharge on job items and offer items

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

Procedure

Confirm that the job item 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 jobs/offers

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

For Jobs: Select  Surcharge/Discount  from the  Job  menu in single-job 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 job item discount described above.

 

 Please note 

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