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Each Product Discounts window is slightly different; enter the discount rates in the Rate column of the items that you wish to set the discounts for.
Before you begin
- Ensure you have access to Estimates. If you don't see Estimates in your available Elda (Chrome) shortcuts, you may need to request access to it. Please see our article on how to Request access to an Elda Application.
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You have the right permissions to perform the below steps.
Steps to Follow
Rebar
1. In the Pricing/Discounts tab of the job details window, select the Rebar tab.
A) Press the ... button next to the Default Discount textbox to open the Rebar Discounts window for the selected job.
B) The Product Discount window will open – Select the Rebar size you which to update the pricing for and amend it in the amount column
C) Then select save to update the pricing
Mesh
1. In the Pricing/Discounts tab of the job details window, select the Mesh/Sundries tab.
A) Press the ... button next to the Default Discount textbox to open Mesh Product Discounts window for the selected job.
B) The Product Discount window will open – Select the Mesh size you wish to update the pricing for and amend it in either the New Price PT column or the New Discount column.
C) Then select apply changes
Sundries
1. In the Pricing/Discounts tab of the job details window, select the Mesh/Sundries tab.
A) Press the ... button next to the Default Discount textbox to open the Set Sundries Product Discounts window for the selected job.
B) Select the sundry code you which to update. Enter the discount into the New Discount Column to reprice the item. (You will need to get approval for the discount change. This is displayed with a Check mark in Set Sundry Discounts Window.
C) Press the Save Changes button and close.
The scheduler will display the following popup windows
1.Request Price Change Window - Enter a comment providing the reasoning of the New Discount.
2. Discounts Saved - The scheduler displays that the New discount is saved. (For this discount to be applied, they need to be approved by an authorised person.)
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