How to create a dollar amount Discount in FieldEdge

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FieldEdge allows a user to create Discounts by a percentage or by a dollar amount. To create a percentage Discount, click here.

  • Percentage Example: 10% Senior Discounts
  • Dollar Example: $10.00 off a system tune-up.

Detailed Steps

1. In FieldEdge, click the Items button on the left side.

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2. From the Items screen, click Add Item in the top right.

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3. Next, click into the Item Name/Number field and provide a label. This is used to look up the Item in FieldEdge.

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  • Optional Click into the Category field and select a location where the Discount should reside.
  • Optional: by default the Allow Price Edit on Mobile is unchecked. Providing a check in this box will allow a tech to adjust the price on their mobile application.

4. Under Sales Information click into the Price/Rate field and provide the negative numerical value of the Discount.

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5. Click into the Income Account field and pick the appropriate account from the list if it is not already defaulted.

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6. Click into the Tax Group drop down and pick a tax item from the list if it is not already defaulted in.

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7. Choose whether you'd like the Discount to be affected by Agreement Enrollment Discounts or not.

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8. Click Create at the top right to save the Discount as a usable item.

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