Setting Up Charge Category Discounts

The Discounts feature allows you to create, change, or delete pre-tax and charge category discounts in a profile.

To set up charge category discount in a profile

 
  1. Select Configure > Profiles from the menu bar.
  2. Select the profile, and then select Edit from the mini-toolbar.
  3. Click on the Rates link under Estimating.
  4. Click on the Discountslink under Rates.
  5. Enter the discount percentage value in the Rate % field for one or more Category types.
  6. Select Save or Save and Close from the toolbar.

 

Overview

Rates

Screen Description

Category Discounts Screen

 

 

 

 

 

 

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