Add a Discount to your Item

Modified on Tue, 18 Jul 2017 at 01:32 PM

Add a Unit List Price that includes a Discount on your Items (example below shown in ProCloud)

  1. Add or Edit an Item in the Project.
  1. Choose the  sign to Add a Component (cost/pricing information) or the  to Edit an existing one.
  1. Be sure that your % Type is set to Discount. After doing so, the Cost/Pricing will now show lines for the Unit Cost and Unit List. 

4. Enter the Discount %.

5. Enter your Unit Cost and Quantity and a Unit List Price.

6. The Sell Price will automatically calculate based on the Unit List Price - Discount.

7. Choose OK.

8. The Item will show the component and the Total Estimated Price will include the Unit List Price - Discount.

You can set each of your Component Types to automatically be set to a Discount % Type, as well as enter a default Discount percentage amount. There is an overall Company setting for this; however, each Project can also have separate settings.

Company Setting:

Project Setting:

You can also show this discount to your client on your documents. The Company and Project settings each have a default for this option as well.

Company Setting:

Project Setting:

Example of a Proposal showing the Item Price with Unit List Price – Discount with Discount shown: