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How to apply a discount in ShopView

You can apply a discount, reduce invoice total, or add a negative price to adjust billing in ShopView using this method.

Updated this week

ShopView does not currently have a dedicated discount feature. However, you can apply a discount using this workaround:

Step 1: Create a Discount Part

1. Go to Parts β†’ Catalog

2. Click "Add New Part"

3. Name it "Discount"

4. Save

Step 2: Add Discount Part to Inventory

1. Add the Discount part to inventory

2. Set cost to 0.00

3. Assign it to a tax-exempt category

4. Save

Step 3: Apply Discount to Work Order

1. Open the Work Order

2. Add a zero labor line

3. Add the Discount part

4. Enter discount as a negative sell price (example: -100.00)

5. Save

Result:

The invoice total will be reduced by the discount amount.

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