A Guide to Using Margins & Discounts in ProWorkflow

A Guide to
Using Margins & Discounts
These slides are available on our blog
www.proworkflowblog.com

Margins & Discounts Guide > Overview
What can you do with Margins & Discounts?
Add a percentage or fixed margin to an item or items on a quote or invoice.
Add a single discount line to a quote or invoice.

Margins & Discounts Guide > Overview
When could you use Margins & Discounts?
For creating quotes and invoices based on a margin agreed with your customer.
To add a discount to reflect a promotion.
To add a discount to reflect a customer’s deposit or part-payment.

Margins & Discounts Guide >Adding % Margins Part 1
Create a quote or invoice as normal.
Select “Add Margin %” in the tools menu then click “SAVE”.

Enter the required margins.
Click “SAVE”.

Make any other changes as needed then click “CREATE QUOTE/INVOICE”.

Margins & Discounts Guide >Adding $ Margins Part 1
Select “Add Margin $” in the tools menu then click “SAVE”.

Enter the required margins.
Click “SAVE”.

Margins & Discounts Guide >Removing Margins
Whilst editing a quote or invoice simply click “Remove Margins”.

Margins & Discounts Guide >Adding a Discount Part 1
Select “Add Discount” in the tools menu.

Enter a description and the amount as either a percentage or fixed amount.
Click “SAVE”.

Margins & Discounts Guide >Removing a Discount
Whilst editing a quote or invoice simply click “Remove”.

That’s all folks!!
These slides are available on our blog
www.proworkflowblog.com

A Guide to Using Margins & Discounts in ProWorkflow

by ProActive Software on Sep 13, 2009

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