Working with Adjustments and Promotions

Working with Adjustments and Promotions

Summary

The Solatech Adjustments and Promotions feature allows Site Administrators to create and assign adjustments and promotions for their accounts.  Site Administrators can also choose  to take advantage of Solatech supplied shipping charges and promotions for Graber, Horizons and Comfortex.   Site Administrators user can also create their own custom charges and custom discounts which can be either automatically applied or added as needed.  This knowledge base article will teach you the basics of using Adjustments and Promotions.  

Note: Complete instructions on creating Adjustments and Promotions can be found in our User's Guide.  Contact Solatech for a copy if you do not have one already. 

Adjustments Section

Begin by clicking Admin from the upper navigational bar. Then click Adjustments from the lower navigational bar.  The information below will discuss creating adjustments and promotions. 

The Adjustments section has five tabs:

Customer Discounts

Customer Discounts decrease the order pricing. These charges can be setup using criteria, or they can be simple discounts that your reps can add when needed.  Below is an example of how to setup a 15% discount that can be manually added:
  1. On the Customer Discounts tab, click the Add New button
  2. In the Quantity field, enter 1
  3. Give the discount a name (15% discount)
  4. Group may be filled in with any name of your choice.  Groups simply make it easy to keep similar adjustments together in a list. 
  5. Services Category is typically only used for surcharges.  Entering data in the Services category field will result in your discount displaying in the Totals section on output. 
  6. Description is optional
  7. If you wish to prevent your accounts from being able to modify the charge, then place a check mark to the left of Read Only
  8. If you wish to prevent your accounts from disabling or removing the charge, then place a check mark to the left of Required.  Please note that even when Required is selected, the account user can still choose to remove the charge from specific quotes and sales. 
  9. Leave a check mark to the left of enabled so this charge will be available for use. 
  10. For discounts, you will want to mark the charge as taxable
  11. If this is a limited time promotion, you can enter a date range in the Only apply between: fields
  12. Place a check mark to the left of Automatically apply this discount if it should apply to every quote
  13. The Criteria section will not be used for this example. (refer to the user's manual for complete instructions)
  14. In the Value section, select the type.  To give a percentage discount select Add a percentage to the subtotal.  
  15. Enter the amount in the price field - for this example we will enter 15.  The percent sign is not needed
  16. Click the Save button to save the new charge

Customer Surcharges

Customer surcharges can be used to increase order pricing.  Things such as installation, trip charge, measure fee and many more items can be setup for your account.
Below we will setup a simple charge to add $15 per unit for installation:
  1. On the Customer Surcharges  tab, click the Add New button
  2. In the Quantity field, enter 1
  3. Give the discount a name (Installation)
  4. Group may be filled in with any name of your choice.  Groups simply make it easy to keep similar adjustments together in a list. 
  5. Services Category is typically used for surcharges.  Entering data in the Services category field will result in your discount displaying in the Totals section on output.  Note: multiple charges can be given the same Services Category name.  This will result in your charges being totaled and shown as a lump sum in the Totals section on output. 
  6. Description is optional
  7. f you wish to prevent your accounts from being able to modify the charge, then place a check mark to the left of Read Only
  8. If you wish to prevent your accounts from disabling or removing the charge, then place a check mark to the left of Required.  Please note that even when Required is selected, the account user can still choose to remove the charge from specific quotes and sales.
  9. Leave a check mark to the left of enabled so this charge will be available for use. 
  10. If the charge is taxable in your area, place a check mark in the taxable box. 
  11. If this is a limited time charge, you can enter a date range in the Only apply between: fields
  12. Place a check mark to the left of Automatically apply this charge if it should apply to every quote
  13. The Criteria section will not be used for this example. (refer to the user's manual for complete instructions)
  14. In the Value section, select the type.  To apply a dollar amount charge, select Add to the subtotal.  
  15. Enter the amount in the price field - for this example we will enter 20.  
  16. You may also enter a cost in the cost field - this will enable you to maintain accurate cost/profit on reports. 
  17. Click the Save button to save the new charge


Item Surcharges

Item Surcharges increase the line item pricing.  These are not shown to the customer, but instead are added to the line item pricing behind the scenes.  Setup of the charges is the same as Customer Surcharges.  Below is an example of an Item Surcharge shown in the More section of a quote. 
 

Vendor Discounts

Decrease the purchase order amount. You will see any current  industry wide vendor promotions for Graber, Comfortex and Horizons in this section.  To setup additional vendor discounts, please refer to your User Manual.  

Vendor Surcharges

Increase the purchase order amount.  These are typically shipping and/or handling that the vendor charges your company.  Solatech maintains Graber, Comfortex and Horizons shipping charges.  

Modifying and Assigning Charges

From any of the tabs, an Site Administrator can use buttons on the toolbar to accomplish various tasks


  1. Edit: Modify a charge
  2. Duplicate: Create a new charges based upon the original.  Duplicate names are not allowed
  3. Delete: Permanently deletes the adjustment
  4. Ellipsis: Allows you to to the following:
  1. Enable/Disable multiple charges
  2. Export a copy of the selected charges
  3. Assign charges to one or more accounts.  Note: Multiple charges can be assigned at one time to multiple accounts. 
Note:  You may use the Show dropdown menu to filter the current view. 

Assigning the Adjustments and promotions

Once charges have been created, you will want to first activate this feature on each of your accounts who should have access to adjustments and promotions. 
  1. Click Admin from the upper navigational bar
  2. Click Accounts from the lower navigational bar
  3. Click an account hyperlink
  4. On the main account page, in the Features section, place a check mark to the left of Adjustments
  5. Click the Update button
Once you have activate the feature, you are ready to assign the charges
  1. Click Admin from the upper navigational bar
  2. Click Adjustments from the lower navigational bar
  3. On any of the tabs, select one or more adjustments by placing a check mark to the left of the adjustment name
  4. Drop down the ellipsis on the toolbar and select Assign
  5. Place a check mark to the left of each account that should have those charges
  6. Please note if you see a red triangle next to an account's name, this means that the adjustment feature has not been turned on for that account.  You may assign the charges to that account, however they will not be able to use them until that feature is enabled. 
  7. Click Save to make the changes permanent. 

Applies to:  

  1. Solatech Focus
  2. Solatech DOS 

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