๐ Problem
There is currently no way to apply a manual discount directly from the Totals section of the platform.
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โ ๏ธ Why is this a problem
Users sometimes need to apply ad-hoc discounts on the fly without modifying product-level pricing or adding workaround line items. Without a manual discount tool, this process becomes inefficient and inconsistent, especially for Elite users managing large orders.
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โ Solution
Add a Manual Discount feature directly within the Totals section
Allow the user to enter a discount in either dollars or percentage.
Include a simple toggle (similar to whatโs used on the Resto platform) to switch between $ and %.
Appear and behave in line with the existing journal-entry-style UI used throughout the totals area.
Ensure that the discount is reflected in final total calculations and itemized clearly.
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๐ Phase 1 โ UI + Logic Setup
Add โDiscountโ row in Totals, styled to match existing rows.
Maintain consistent formatting with other journal-entry rows.
Include input box with toggle for $/% that dynamically updates the total.
Toggle should be intuitive and match the interaction style of the Resto platform.
Ensure the applied discount appears in the backend entry summary just like other total elements.
Include the discount label, amount, and type clearly in the summary.
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๐ Phase 2 โ Display + Validation
Reflect discount clearly on order summaries, invoices, and any relevant print/email formats.
Placement should be consistent with other total components.
Add validation to prevent negative totals.
Warn users if discount exceeds subtotal.
Make sure backend journal entry logs include discount amount and type ($/%).
Log formatting should follow existing standards for other total line items.
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Under Review
Feature Request
Quotes & Orders
7 months ago
Katie Bange
Get notified by email when there are changes.
Under Review
Feature Request
Quotes & Orders
7 months ago
Katie Bange
Get notified by email when there are changes.