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How to add discounts and other charges to your quotation?
How to add discounts and other charges to your quotation?
Updated over a week ago

To include discounts or add surplus charges to your quotation, use the following steps:

  1. After generating your quotation, locate the "Discount and Other Charges" option. This option is available in your toolbar above.

  2. Click on "Discount and Other Charges" to access the discount and surcharge options.

  3. You will be prompted to specify the type of discount you want to apply. You have two choices: percentage or absolute.

    • Percentage Discount: If you choose this option, you are offering a discount as a percentage of the overall cost of your project. For example, if you wish to provide a 20% discount, input "20" as the percentage.

    • Absolute Discount: If you prefer to apply a fixed value as a discount, select "absolute" and input the specific amount. For instance, if you want to grant a ₹20,000 discount, enter "20,000" as the value.

  4. You can also apply other surcharges to your quotation, such as designing charges or project management fees, using a similar process.

  5. Determine whether the surcharge should be a percentage or an absolute value.

    • Percentage Surcharge: If you choose percentage, you're adding a fee as a percentage of the overall cost. For instance, a 10% surcharge would be entered as "10."

    • Absolute Surcharge: When you select absolute, you specify a fixed amount for the surcharge. For example, if the surcharge is ₹50,000, input "50,000."

  6. Click "Apply" to confirm the discount and/or surcharge settings.

  7. The quotation will now reflect the changes you've made. It will display the calculated discount and any additional surcharge charges, which will impact the total project cost.

  8. The final cost displayed in the quotation will account for the discount and surcharge.

  9. By following these steps, you can easily incorporate discounts and surcharge charges into your quotation, allowing for flexible pricing adjustments based on your specific business needs and agreements with clients.

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