Admin Tools: Discount Type

Located at Start Page > Actions Menu > Admin Tools > Category = System > Discount Type, the Discount Type option in Admin Tools is used to create and manage discounts that can then be applied to specific orders.

Note: If you do not see Admin Tools > Discount Type in your system, please submit a ticket to Avionté Customer Support to have it added. 

Field Definitions

Discount Type Area

Field	Definition
DiscountTypeDescription	The description, and therefore, the name of the particular discount being created.
ReduceInvoiceAmount	An [X] indicates that the discount will reduce the invoice amount when applied.
DiscountAction	Displays how the discount is being accounted for on the supplier's side.
Discount Type	Displays how the discount to the customer will affect invoicing.

Discount Type Details

Field	Definition
Description	The description, and therefore, the name of the particular discount being created.
DiscountType	The Discount Type options dictate how the discount to the customer will affect invoicing. Rebate - Rebates typically do not affect the Invoice Amount as a rebate is money that is returned after invoicing. Discount - Discounts are generally applied to an invoice, immediately reducing the amount.
DiscountAction	The Discount Action options dictates where the discount comes from - will the discount benefit be offset by reducing the value entered in as the sale amount or will the cost be artificially increased to account for the discount?  The value selected most directly pertains to how the information will display within the Gross Profit Report. Easiest way to explain is that Reducing Sales will actually reduce the Sales Amounts with a positive Discount Amount to compensate.  Alternatively, Increasing Cost will not reduce the Sales Amounts, so there's a negative Discount Amount to compensate for the difference, in order to affect the Gross Margin. Increase Cost - Typically increases the invoice amount. Decrease Sales - Typically reduces the Invoice Amount.
Reduce Invoice Amount	Checked - the Rebate/Discount will be calculated for Gross Profit consideration and will reduce the amount the client sees on the invoice. Unchecked - the Rebate/Discount will be calculated for Gross Profit consideration, but will not show on the Invoice.
Ignore For Sales Tax	This controls whether the discount affects sales tax calculations. Unchecked - Include the discount in the calculation of sales tax (Default). Checked - Do not include the discount in the calculation of sales tax.

Discount Transaction Type

Field	Definition
Name	The name of the transaction to which the selected discount will apply.
[X]	Place an X in the transaction's corresponding box to apply the selected discount.

Where a Discount is Applied 

Discounts are applied to orders so, data that is set up on the Admin Tools Discount Type page becomes available to a recruiter in the Main Menu > Customer > Order Options page > Discount tab.

Field Definitions

(Right-click to view the graphic in a new tab, at full size)

Discount Tab Grid

The Avionté application requires that a "tier" be created when applying a discount to an order. Tiers consist of lower and upper limits (defined below), which basically define when the discount kicks in (lower) and when the discount has reached its maximum on the order (upper). 

Field	Definition
Discount Type	The name of the discount being applied.
Description	The description of the discount being applied.
Percent or Amount	How the discount is being applied in the order - either by a percent of the orders hours or billing or by a specific amount of the hours or billing.
Tier Based On	The variable by which the discount is calculated. TotalBill - When TotalBill is selected, the discount tier will be calculated based on the order's total dollars billed. TotalHours - When TotalHours is selected, the discount tier will be calculated based on the hours worked in the order.
Tier Range Type	The duration the application considers when applying the discount. Invoice - When set to Per Invoice, the limits consider a specific invoice level according to the TotalHours/TotalBill value chosen.  LTD - When set to LTD, the limits consider the Lifetime-To-Date figures (TotalHours/TotalBill) to determine which Tier they belong to, in order to determine the Value applied. YTD - When set to YTD, the Limits will look at the Client's Year-To-Date figures (TotalHours/TotalBill) to determine which Tier they belong to, in order to determine the Value applied.
StartDate	The specific date on which the discount becomes active.
EndDate	The specific date on which the discount becomes inactive.
CopyToOrder

Add a Discount Type

 

1. Click the Add New button on the center-left of the window. This will clear any information from the Discount Type Details group.
2. From the Discount Type Details group enter the following:
   
   • Description: A brief description of the discount being entered.
   • Discount type: Indicate whether this is a Rebate or a Discount.
   • Discount Action: Indicate whether to Increase Cost or Decrease Sales.
3. Indicate whether to reduce the amount of an invoice by the reflected discount by checking the Reduce Invoice Amount box.
4. From the Discount Transaction Type group, select the transaction type(s) for which this discount will be applied. To select, or deselect, all transaction types check, or uncheck, the box in the upper-right column header of the Discount Transaction Type group. 
5. When you have completed your data entry, click the Save button at the bottom-right of the Discount Transaction Type group. Once you have saved your data entry you will see the new discount recorded in the grid at the top of the page.

Edit a Discount Type

1. Click on the discount type you would like to edit on the grid at the top of the page. This will populate the fields below with the data that had been previously saved for that particular discount type.
2. After you've selected the discount type you want to work with, you can make changes to the specific aspect(s) of the entry that you'd like to edit (i.e. Description, Discount Type, etc.)
3. After you have made your edits, click the Save button at the bottom-right of the Discount Transaction Type group. When the changes have been saved successfully you will receive a Save Confirmation message indicating that the save is complete.