Using discounts in pricebook

[rgrumbia]

We would like to implement a voucher in our pricebook for our techs to use in field. For instance, the tech could choose a task that allows for a fifty dollar voucher to be used. This would be applied to the flat rate task selected. Tried making the task negative dollars, but not working correctly. Is there a work around to this?

[Steveng]

When you say it is not working what exactly is not working.  Potential issues could be if the tech is not able to see the task.  Recommend creating a category in the pricebook visible in mobile so that they can see the task in their pricebook (business units could factor here as well) we created a category called Coupons and it has worked well for us.  If the $50 voucher could be tied to a specific service you could create a job type and auto-populate the discount task and/or campaign as well, to automate some of those steps.  Another issue could be your membership savings for members.  Some configurations could alter the discount amount if not careful.  Hope this helps!

[michael21 · Accepted solution]

We use negative dollar tasks all the time and don't have a problem with them.  For example, we ran a $150 off promotion on water heaters.  We created a service item with a price of -$150, (negative $150).  When we sell a water heater and want to apply the discount, we just add the service item as a task on the job and it is correctly applied.  We want to keep track of these discounts, so we even created a general ledger account for them, entered that account is the service item's "Income Account" field and the task now exports as a "promotional discounts given" element of revenue.  We also use this for military discounts, coupons, etc.  So, when you say that you tried to do this and it didn't work, what does that mean, what was done incorrectly?