Add a Discount to your Item

Modified on: 2017-07-18 13:32:03 -0400


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:


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