Blackpurl offers several ways to apply discounts on Customer Orders, depending on the type of transaction you are working with. This article covers discount options for Parts & Accessories sections and Service Jobs, how to display the discount on printed invoices, and how to discount Unit Deals.
Permissions Required
Two user permissions control your ability to enter discounts on Customer Orders.
Permission | What it controls |
Override Price | Controls your ability to override line item prices. |
Apply Bulk Discounts | Controls your ability to apply bulk discounts. Bulk discounting is found in the left Summary tab of the transaction on the customer order. |
Both permissions are found under User Permissions > Special Actions.
Option 1 — Manually Adjust a Line Item Price
Manually adjusting a line item price lets you set exactly what the customer pays for an individual item. This option requires the Override Price permission.
Add the relevant part, fee, or kit to the Parts & Accessories section.
Click the line item, then click the Price field and enter the discounted amount.
The adjusted price reduces the amount the customer owes. The customer sees only the new price — the discount does not appear as a separate line.
Option 2 — Add a Discount Fee Line
Adding a negative quantity Fee line item represents a discount as a visible item on the order. This option lets you track discounts in reports and display the discount amount separately on the customer invoice.
Create a dedicated discount Fee Code if you do not already have one.
Add the discount Fee to the relevant section as a line item with a negative quantity.
Tip for dealerships with an accounting integration: Create a dedicated Fee category assigned to the General Ledger account where you record discounts. Assign that category to the discount Fee so discounts post to the correct account.
Option 3 — Bulk Discount
Bulk discounting applies a percentage discount across all applicable line items in a transaction at once. This option requires the Apply Bulk Discount permission.
Bulk discounting is only available for Parts & Accessory Sales and Customer payable Service Jobs.
Setting Bulk Discount Percentages
The bulk discount controls are found in the Summary grouping of the left sidebar. Open or expand the sidebar and locate the bulk discount fields inside the Summary grouping.
The discount percentages you can enter depend on the type of line items the transaction can contain:
For Parts & Accessory Sales you can enter a discount percentages for Parts or Fees
For service Jobs you can enter a discount percentages for Parts, Labor, Sublet or Fees
The percentage entered will apply to all line items of that type and the individual line item pricing will be automatically update as well as the overall totals of the transaction
When a percentage is entered you will be shown the total dollar value of the discounts you are giving on the transaction
Audit Trail for Bulk Discounts
Whenever a bulk discount is applied or changed on a Parts & Accessories section or Service Job, a comment is automatically added in the Internal Comments drawer. This records who applied or modified the discount and when.
Showing the Discount on Customer Invoices
To include line item discounting information on the customer invoice you must enable the System Settings > Settings and Control > Shop Settings > Include MSRP and Discount on part line items feature option.
This will change the formatting of the invoice document line items to include both the MSRP and Discount Amount for each applicable line item. This applies to Option 1 (manually adjusted price) and Option 3 (bulk discount).
Showing the Total Amount Saved on Customer Invoices
To have the Total Amount Saved included in the invoice document, during Checkout enable the Show Savings option before finalizing the Checkout.
Discounting on a Unit Deal
Discounting a Unit Deal is done by adjusting the price of the unit or the price on individual Options & Fees line items. Bulk discounting is not available for Unit Deals.
To discount the unit itself, edit the Base Unit Price field directly in the Pricing Details section. This field requires the Override price permission.
To discount an individual item in Options & Fees, click the line item and edit the price directly.
Discounts on Unit Deals cannot be shown on customer-facing paperwork unless Option 2 — Add a Discount Fee Line has been used.