How to: Create a Discount

  1. Navigate to List -> Pricing -> Discounts
  2. Click on the "Add Discount" button on the top of the Discounts grid.
  3. Give your Discount a name and description.
  4. Add any other regions you need (your default region will be automatically added).
  5. From here you can fill in the details of a simple discount; picking the discount type and entering a value, also a labor pricing type and a value. The other two tabs allow you to configure kit pricing for all kits with 1 setting and repairs in the same way as an advanced discount. These discounts apply to all NAGS hardware category groups.
  6. Click the "Update" button to save your new Discount. 
  7. Click on the "Advanced" button to the right of your new discount to view or edit its advanced details.
  8. Click on the "Add New Discount Item" button on the top of the Category Pricing grid. Doing this will no longer allow the discount to be viewed in the simple editor.
  9. Click the Category Group box to add the part category from the multi-select list (you can add more than one category).
  10. Click on the Discount Type box to select your discount type. (Most commonly used is "Percent off")
  11. Change the Effective Date if needed (the default effective date will be today's date).
  12. Click on the "Add New Percent Discount" button (this is located under the Category Group box). Doing this will no longer allow the discount to be viewed in the simple editor.
  13. Click on the Percentage box and type in your number.
  14. If desired you can type in a number for the List Price Break Point meaning any value above this break point will cause this pricing rule to come into effect; allow you to create pricing tiers.
  15. Click the "Update" button.
  16. Click on the "Add New Labor Discount" button. Doing this will no longer allow the discount to be viewed in the simple editor.
  17. Click on the Hourly/Flat box and choose the desired option from the drop down list.
  18. Click on the Labor Rate and type in your number.
  19. You have the options to apply a Labor Hours Break Point and Labor Cap on this same line.
  20. Click the "Update" button. 
  21. Click the "Save Group" button to save the entire Discount Item.  
  22. Deleting a Discount Item, Pricing Rule, or Labor Pricing Rule will trigger logic to run to see if a discount can be opened in the simple editor once again automatically. The requirements are that only 1 of each item exists and that the single Discount Item has all NAGS category groups included in it.
  23. Next, we will go to the "Repair Pricing" tab in the top left corner of the Configure Discount grid. 
  24. Here you will put in your "In Shop" and "Mobile" pricing for 1st, 2nd, and additional repairs. 
  25. Next, we will click on the "Kit Pricing" tab in the top left corner of the Configure Discount grid. 
  26. Under the Kit pricing box select "Per Unit" or "Flat Rate" from the drop down list.  (Flat Rate is most common)
  27. Click on the right side and put in the amount for each Kit.  (You can tab from one Amount box to the next)
  28. Click the "Save" button in the top right corner to save your entire discount.  

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