Plan Line Discounts

Applying Discounts and Surcharges at Booking Level 

 Applying Plan Line Discounts/Surcharges 

 Plan Line Discounts apply to  all bookings associated with a specific plan line . 

 To add a Plan Line Discount: 

 

 

 Open the plan line options menu ( ) 

 

 

 Select Line > Plan Line Discounts 

 

 

 Select the Add (+) icon to add a new line 

 

 

 Choose the Gross/Nett, Pre/Post Rate, Discount Type and enter the relevant value or percentage 

 

 

 Select Save ( ) to apply  

 

 

 When saving, the user can choose: 

 

 

 Whether the discount applies to the Client , the Vendor , or both 

 

 

 Whether the discount should be applied to existing bookings on the line 

 

 

 If Yes is selected, the discount updates all existing bookings on the plan line. If No is selected, the discount applies only to bookings created after the discount was added. 

 Modifying Plan Line Discounts 

 To modify a Plan Line Discount: 

 

 

 Select the edit icon (  ) on the discount line 

 

 

 Apply the modification 

 

 Select Save ( ) to apply  

 

 When saving, the user can choose: 

 

 

 Whether to update existing discounts (Existing bookings) 

 

 Whether to update all discounts (Existing and new bookings) 

 Whether to update none (No changes are made) 

 

 Removing Plan Line Discounts 

 To delete a Plan Line Discount: 

 

 

 Select the delete icon ( ) the discount line 

 

 

 The discount will be removed from both the Plan Line Discounts menu and all affected bookings.