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Managing Employees’ Maximum Discount

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Adding an employee's maximum discount

The system allows you to set a maximum discount on an invoice and assign it to a certain employee. You can set multiple maximum discount amounts for multiple employees.

 

 

First, to activate “Employees Maximum Discount”

  1. Select “Sales” in the navigation menu.
  2. Click “Sales Settings“.
  3. Click the card “General Invoice/Estimate Settings“.
  4. Tick the checkbox “Enable Maximum Discount“.
  5. Input the “Admin Maximum Discount“. (Note that the discount is a percentage amount.)
  6. Click “Save” once you’re done,
    • You’ll find an”Employees Maximum Discount” card when you go to “Sales Settings“.
 

 

 

To assign a maximum discount to an employee

  1. Select “Sales” in the navigation menu.
  2. Click “Sales Settings“.
  3. Click the card “Employees Maximum Discount“.
  4. Click the button “New Maximum Discount” to add one.
  5. Input the maximum discount information:
    • Employee: Choose the employee you wish to assign the maximum discount to.
    • Discount: Input the discount rate. ( Note that the discount rate is a percentage; if you input “10”, it means “10%”)
  6. Click “Save“.

 

 

 

Notes:

 

1. The “Employee Maximum Discount” is a discount percentage set on the total amount of the invoice due for payment and not on a certain item.

 

2.  You will find the maximum discount reflected for the employee selected in case of creating or editing an invoice.
For more information on applying discounts, please view the tutorial “Discounts & Down Payments or Deposits“.


Editing Employee Maximum Discount

  1. Select “Sales” in the navigation menu.
  2. Click “Sales Settings“.
  3. Click the card “Employees Maximum Discount“.
  4. Click the more options button in the employee discount row you wish to edit.
  5. Click “Edit” from the drop-down menu.
  6. Edit as needed.
  7. Click “Save“.

Deleting an Employee Maximum Discount

  1. Select “Sales” in the navigation menu.
  2. Click “Sales Settings“.
  3. Click the card “Employees Maximum Discount“.
  4. Click the more options button in the employee discount row you wish to delete.
  5. Click “Delete” from the drop-down menu.
  6. Answer the confirmation message with “Yes” to confirm the deletion or “No” to cancel.
     

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