Management of discounts on quotes, orders and invoices

Introduction

With the discount, order and invoice management feature, any discount granted is automatically calculated and visible, without requiring manual adjustments. Whether by modifying a price directly in an order or by applying a reduced rate, the system automatically manages the display of discounts and their impact on invoices. However, it is essential to configure your initial prices correctly to avoid any display errors.

What is the discount management feature used for?

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

Application of discounts in quotes and orders

1. Change price:

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

   • Price change in the order: If you want to give a discount, change 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. Discounts Display:

   • The discount will be calculated based on the difference between the normal price (the one set in the session) and the changed 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 is validated, the discount will also appear on the invoice, clearly indicating the discount granted to the customer.

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

Steps to access the feature

1. Access the order

• Open the command list and search for the relevant command.

• You can also access it via the Paid button located to the right of the participant's name in the relevant session.

2. Change the price in the order

• Click on the three little dots at the top right of the order.

• Select "Edit" to switch to edit mode.

• In the section dedicated to modifying labels and prices, click on "Custom price".

• Enter the discounted price, then save the changes.

3. Finalize the order and check the application of the discount

• Complete the order by clicking on "Complete the order" in the three small dots at the top right.

• Go to the "Orders" section

• Then go to the "Invoices" tab, check the invoice in question and click on "View".

• You will be redirected to the invoice, where you will see that Yoplanning has automatically calculated and displayed the discount applied.

Tips for use and best practices

• Price Consistency: Always check 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 Problems and Solutions

• Problem: Normal price incorrectly configured Solution: If the normal price of the session is incorrect, change it in the sessions configuration.

• Problem: Discount not displayed Solutions: If no discount is displayed, make sure the price in the order is different from the regular session price.

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

Note:

• The system is not retroactive. If after the order is created, the session price 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 session amount before placing the order.

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