ShopView has a built-in Fees & Discounts feature.
View this video for a complete understanding of Fees and Discounts. Or, read below for step-by-step instructions.
Applying a discount
ShopView has a built-in Fees & Discounts feature — you do not need to create a "Discount" part with a negative sell price.
To apply a discount:
Open the Work Order (or Part Sale).
Add a discount at the level you want:
Whole work order — use the work order-level Fees & Discounts option
A labor line — add the discount on that line
A single part — add the discount on that part
Choose a flat amount or a percentage, and whether it's taxable.
Check the live preview of the new total, then save.
Reusable discounts
If you give the same discount often (fleet rates, military discount, seasonal sale), save it as a template under Settings → Service → Fees & Discounts and apply it with one click. You can also:
Auto-apply a template to every new work order at your location
Set customer defaults so a customer's negotiated discount lands on every one of their work orders automatically
Warranty or no-charge work orders
For warranty work (free parts and labor), you have two options:
Set the labor rate and part Sell Price directly to $0 on the line — this is the most reliable method. For inventory parts you'll see a warning when the sell price is $0; this is expected and can be dismissed.
Use a discount at the work order, labor, or part level to bring the total down.
If a discount doesn't seem to change the total: check whether the line is already marked Complete. Discounts and price edits do not recalculate a completed line — you'll need to un-complete the line first, make your change, then mark it complete again.
Good to know
QuickBooks users: map a Discount item (and Fee item) under Settings → QuickBooks first. Each discount posts to QuickBooks as its own invoice line.
A discount can never take the total below $0.00 — any remainder becomes customer credit (you'll be asked to confirm).
Percentage discounts apply multiplicatively to the current price.
Discounts appear on the invoice, in Stats, under Adjustments on the Finance page, and in the Audit Log.
Only roles with See Financial Data can see amounts.