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.
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.
The procedure for entering the details is the same as for the job item discount described above.
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!