General Settings - Discounts

Discounts 💲

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Why This Matters to Your Business 🎯

Effectively managing discounts in Movegistics 5.0 allows your business to easily apply incentives such as customer loyalty discounts, senior discounts, or special promotions. Clear discount configurations streamline your billing processes and enhance customer satisfaction.

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Adding and Managing Discounts ⚙️

Follow these straightforward steps to set up, edit, or manage discounts:

Step-by-Step Guide

1. Navigate to Settings > General > Discounts.

2. Click the blue + button at the top left to add a new discount type.

3. Fill out the required fields in the "Add Discount Type" window:

   • Discount Name: Provide a clear name for easy recognition (e.g., "Senior Discount", "Repeat Customer Discount").

   • Discount Type: Select whether this discount is a percentage (%) or a fixed amount.

   • Amount: Enter the discount percentage or fixed amount value.

   • Description (optional but recommended): Provide details or conditions of the discount for clarity.

4. Click Save to finalize and add the new discount.

Your discount is now active and available for use on invoices and quotes.

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Editing or Deactivating Discounts

• To modify or deactivate an existing discount, select the checkbox next to the discount and choose Edit or toggle the Active switch.

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Best Practices 🌟

• Clearly define your discounts with descriptive names and accurate details.

• Periodically review your active discounts to ensure they remain relevant and effective.

Proper discount management in Movegistics 5.0 ensures efficient operations, accurate billing, and satisfied customers.

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For further assistance, please contact our support team at [e-mail].