How to Set Customer Discounts, Mark-ups & Pricing

How to Set Customer Discounts, Mark-ups & Pricing

Workshop Software accommodates the ability to assign a discount, mark-up or other pricing level to specific customers, this then applies too or overrides all other pricing on the invoice.

1. Search for the customer by typing their name in the search bar at the top of the page and then click on them;

2. For each customer you are able to select;

  1. An Hourly Rate - this rate will override the cost of any labour you charge to the customer
  2. Discount - the percentage discount will be applied to all invoice items, including labour
  3. Markup - the percentage markup will be applied to all invoice items, including labour
  4. Price Type - any products invoiced to the customer that have a price entered for the corresponding price type will be charged at that amount.  For more information on setting price types for products please click on the link to the guide on adding products at the end of this guide.

Once you have entered the new information, scroll to the bottom of the page and click on the green Save button;

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