How do I set a Discount for a Kit Order?

Updated on June 1, 2022 11:31PM by Admin

Apptivo Kit Orders app allows you to set discounts for your kit orders while creating the kit orders with the discounted rate. You can provide the discount for the items/services at line level or header level as per your business preferences. Now follow the below steps to set up a discount for the items.

You can set up the discounts in Three ways:

  • No Discount - With this No Discount option, you can remove the Discounts option from the Kit Orders.
  • At KitOrders Header - With this, the discount attribute will get added in the Kit Orders details section and you can set the discounts based on the total value of the Kit Order.
  • At KitOrders Line - With this, you can add the discount attribute at the Kit Order Line. i.e you can set the discount on each line item individually.

Steps to Enable:

  • Log in and access the Kit Orders app from the universal menu.
  • Click on the More(...) icon and select Settings from the App header.
Kit Orders - Settings
  • On the Settings page, click on the Kit Orders and select the Discounts.
  • Here, you can view the following options to set the Discounts for kit orders.
Kit Orders - Discount

No Discount

  • By Selecting the No Discount, the Discounts option will not be available at the time of creating the kit order.
  • Here, the At KitOrder Header is selected. Changes will get updated automatically.
Kit Orders - Header

At KitOrder Header

  • Now, go to the Create Kit Order page.
  • You can view the Discounts Attribute in the Kit Order Information section.
  • You can set the Discounts as the Fixed value or the Percentage wise.
  • By selecting the Fixed value, you can enter the discount value.

Note: To add the Discount, the Product/ Item table should be filled.

Kit Orders - Fixed Discount

  • The provided discount fixed value will get applied to the total value of the Kit Order in the Summary section.
Kit Orders - Total header
  • By Selecting the Percentage from the Discount dropdown, you can enter a discount in the percentage value.
Kit Orders - Discount %
  • The added percentage value will get deducted from the total value of the Kit Order in the Summary section.
  • For example, the total value of the Kit Order is $5000, and the discount percentage is mentioned as 20%. Now, $1000 will get reduced as the discount value for the Total value of the Order.
Kit Orders - Discount % Total

At KitOrder Line

  • Now, the Discount type is selected as the At KitOrder line.
Kit Orders - Line
  • Go to the create kit order page and scroll down to view the Product or Service provided table.
  • You can view the Discount option at the line items.
Kit Orders - Line Dis
  • Here, you can set the discount on each added item line.
  • You can also set the Fixed or the Percentage-wise discounts for each added line item separately.
Kit Orders - Line Final SS