A Guide to Using Margins & Discounts in ProWorkflow
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This is a short presentation explaining how to use Margins & Discounts in ProWorkflow. For more details or support please see www.proworkflow.com.
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A Guide to Using Margins & Discounts in ProWorkflow
- 1. A Guide to Using Margins & Discounts These slides are available on our blog www.proworkflowblog.com
- 2. 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.
- 3. 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.
- 4. Margins & Discounts Guide >Adding % Margins Part 1 Create a quote or invoice as normal. Select “Add Margin %” in the tools menu then click “SAVE”.
- 5. Margins & Discounts Guide >Adding % Margins Part 2 Enter the required margins. Click “SAVE”.
- 6. Margins & Discounts Guide >Adding % Margins Part 3 Make any other changes as needed then click “CREATE QUOTE/INVOICE”.
- 7. Margins & Discounts Guide >Adding $ Margins Part 1 Create a quote or invoice as normal. Select “Add Margin $” in the tools menu then click “SAVE”.
- 8. Margins & Discounts Guide >Adding $ Margins Part 2 Enter the required margins. Click “SAVE”.
- 9. Margins & Discounts Guide >Adding $ Margins Part 3 Make any other changes as needed then click “CREATE QUOTE/INVOICE”.
- 10. Margins & Discounts Guide >Removing Margins Whilst editing a quote or invoice simply click “Remove Margins”.
- 11. Margins & Discounts Guide >Adding a Discount Part 1 Create a quote or invoice as normal. Select “Add Discount” in the tools menu.
- 12. Margins & Discounts Guide >Adding a Discount Part 2 Enter a description and the amount as either a percentage or fixed amount. Click “SAVE”.
- 13. Margins & Discounts Guide >Adding a Discount Part 3 Make any other changes as needed then click “CREATE QUOTE/INVOICE”.
- 14. Margins & Discounts Guide >Removing a Discount Whilst editing a quote or invoice simply click “Remove”.
- 15. That’s all folks!! These slides are available on our blog www.proworkflowblog.com