Assign standard rental discount to organisation
Assign a default discount percentage for rental or sales rates to organisations which is automatically used when creating opportunities.
14 commentsComments are closed
Dave Cann commented
We could do with this, before our MD starts using it too.
Hi, Any word on the progress of this update ? 10 months seems a long time to wait if it was started on 4th Dec 2015 ?
Hi Mark, as far as I'm aware selecting different rate definitions for different organizations or opportunities isn't something that's going to be part of this update. I'd recommend posting another idea for that :)
Mark Wehbeh commented
Would be nice if we can create different Rental Charging calculators and be able to select which calculator to use in the opportunity.
We have clients that have 7 days rentals that we charge different from other clients that take 30 days rental. So please while you are working at it make this option available as part of this plan.
Paul Ricard commented
Need this one too... we currently looking for a new software and Current RMS are under test by our compagnie... we need this feature.
Yes would love this feature too, I need to be able to give specific customers a % discount
Stefano Corrias commented
I really need this feature... as soon as possible! ;-)
Thanks for your feedback. As you may have seen, the developers have now started work on this and we look forward to providing more information on this soon. We'll keep you updated through this page.
this is a great idea and something that was standard with RentalDesk. A Discount level htat is set as standard on all equipment, the onlything i would change would be to only apply this to equipment and not services, as most poeple don't discount labour or transport.
Christian Lewis commented
To set discount level/amount per customer. I.e. in the organisation setup page by able to set a discount amount that reflects when you create a new opportunity..
I agree, our old system can do this.
Ally Kay commented
I agree with Drew
Wish I could vote for this more than once!
My stipulation would be that we should be able to select the level of discount that is applied by default to:
Stocked Rental Item
Stocked Sale Item
Sub Hire Item
This way we could give a discount on lighting to one client, but without discounting crew, consumables, or vehicle rental.
Stuart Keasley commented
Item Group Discount has already come up as a suggestion, however I think it would also be nice to see discounts applied at organisation level, project level and opportunity level, with the ability to include/exclude product groups from discounting (e.g if you have a product group for recharging expenses, where no discount should be applied)