Preset equipment discounts and instant rebates are set up in the Management Portal Discounts & Rebates section. When building a quote, Equipment Discounts and Instant Rebates will reduce the list price of the equipment.
Add Equipment Discount
Name: Enter the name that you want to appear on the customer quote
Category is optional. Enter a category name to display a group of items together.
Enter either the discount dollar amount or a percentage. The discount will decrease the list price of the equipment.
Add Equipment Instant Rebate
Name: Enter the name that you want to appear on the customer quote
Category is optional. Enter a category name to display a group of items together.
Enter either the Instant Rebate dollar amount or a percentage. The Instant Rebate will decrease the List Price of the equipment.
In the app, the Total Product Discount link will open the Discounts & Instant Rebates view.
The customer quote will display the selected discounts in the equipment section when line-item pricing is being used. If line-item pricing is not being used, the selected discounts will appear in the Applied Discount section of the quote.
Additional Resource Links:
Discounts and Rebates V 9.2 for the App User Video
How do I Update Sales Builder Pro to V 9.2 on my iPad?
How do I update the Sales Builder Pro software on my Android tablet?
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