Work Orders

Entering a One-Time Discount on a Work Order

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When applying discounts, you can approach it from a few different angles. This approach is for entering a discount on a Work Order.

Important to Note:

• Discounts added on a Work Order apply only to the current Work Order. This is useful for one-time discounts.

• A percentage discount appears on the printed Invoice, not as a line item, but under Savings. It is also applied to labor (unless FrameReady is set to post fitting charges without a discount).

• A dollar discount does not appear anywhere on the printed Invoice.

Not what you were looking for? See also: Discounts

How to Enter a One-Time Discount on a Work Order

Use the Work Order Discount Fields

Discounts on a Work Order are either dollar ($) or percentage (%) discounts.

1. In the Price section, open the Options tab (top right corner).

2. Enter a dollar off amount into the Dollar ($) field or a value into the Percent (%) field. Do not use both fields.
   
   If you apply the % discount, then the Unit Price reflects the value before the discount.

A dollar ($) discount does not appear anywhere on the printed Invoice or Detailed Summary.

A percent (%) discount appears on the printed Invoice, not as a line item, but as the value of the calculated savings.

3. To prevent a percent % discount from being applied to your Fitting charges (labor):

   • To set up for all Work Orders, see: Set up Work Order Options - Invoice Posting Tab

   • To adjust per Work Order, click the Fitting label and, in the Special tab, tick the Post Fitting charges (labor) with no discount checkbox.
     
     Note: this requires that the Fitting charges be listed as a separate line item on the Invoice.

4. The Amount value shows the price with the discount applied.

5. If you use the dollar off discount field, the Unit Price and Amount appear the same and, in this instance, no discount appears on the posted Invoice.

Use the Lock Price Button

Locking the price of a Work Order may be used as a discounting tool.

1. In the Price section, click the Padlock Icon.
   
   A dialog box appears.

2. You may over-ride the calculated price with whatever price you choose, i.e. rounding up or down or basing a new price on the COG, etc. Enter this value in the Unit Price field.

3. If applicable, enter a labor value into the Non-Taxable Labor field.

4. Click OK.
   
   The new price is entered on to the Work Order.

See also: Discounts

How to Enter a Tax Exemption or Discount

Tax exemptions are entered in the Contacts file on the customer’s record under the Terms/Shipping tab.

• If you add the customer to the Work Order before entering their exemption in the Contacts file, then you simply need to clear (X) the customer from the Work Order and enter it again (this action forces FrameReady to update with the new information you just added).

• This same rule applies to customers who always receive the same Discount. Enter it under the Contacts file in the Terms tab.

• Changes are not retroactive, only future Work Orders show the exemption.

http://www.frameready.ca/pdfs/Quick_Ref_WO.pdf

The Percentage Discount is not Appearing on the Invoice

1. Go to the customer's Work Order.

2. Locate the ID# field and use the white X (on the teal background) button to remove the current customer from the Work Order.
   
   A dialog box appears.

3. Click Yes.

4. Add the same customer back onto the Work Order.

OR

1. Go to the customer's Work Order.

2. Click the Posted sidebar button.
   
   A dialog box appears asking if you would like to update the Invoice to reflect changes made to the Work Order.

3. Click Yes.