Management of discounts on quotes, orders and invoices

What is the discount management feature used for?

The discount management functionality in Yoplanning.pro allows you to display discounts granted to customers on quotes, orders and invoices. This facilitates transaction transparency and allows customers to clearly see the savings being made.

Application of discounts in quotes and orders

1. Change price:

   • Normal price: The normal price is the price initially defined for a session, for example, 49 euros indicated at the top right of the session on Yoplanning.

   • Price modification in the order: If you wish to grant a discount, modify the price directly in the order. For example, if you sell a session for 88 euros instead of 98 euros, this automatically generates a discount.

2. Display of discounts:

   • The discount will be calculated based on the difference between the normal price (the one defined in the session) and the modified price.

   • The discount percentage will be indicated automatically if the price in the order is different from the normal price.

Application of discounts in invoices

1. Billing: Once the order has been validated, the discount will also appear on the invoice, clearly indicating the discount granted to the customer.

2. No need for customization: No need to manually personalize the labels to indicate the discount percentage; the system will do it automatically.

Tips for use and best practices

• Price consistency: Always verify that the session price is correct before creating an order. If the session price is changed directly, it becomes the new normal price and no discount will be displayed.

Common errors and solutions

• Incorrectly configured normal price: If the normal price of the session is incorrect, change it in the session configuration.

• Discount not displayed: If no discount is displayed, make sure that the price in the order is different from the normal price of the session.

• Price change: Avoid frequently changing normal session prices without checking the impacts on current orders.

Note:

• The system is not retroactive. If after creating the order, the price of the session changes, it does not change the information in the order in terms of discount.

• If you do not want a discount to appear on orders, you must change the amount of the sessions before placing the order.

• Only negative discounts appear, that is to say, if in the order the amount is higher than in the session, nothing is entered in the discount column.\