Quote/Order Totals Box: Add Manual Discount

๐Ÿž Problem

There is currently no way to apply a manual discount directly from the Totals section of the platform.

ย 

โš ๏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.

ย 

โœ… Solution

  1. Add a Manual Discount feature directly within the Totals section

    1. Allow the user to enter a discount in either dollars or percentage.

    2. Include a simple toggle (similar to whatโ€™s used on the Resto platform) to switch between $ and %.

    3. Appear and behave in line with the existing journal-entry-style UI used throughout the totals area.

    4. Ensure that the discount is reflected in final total calculations and itemized clearly.

ย 

๐Ÿš€ Phase 1 โ€“ UI + Logic Setup

  1. Add โ€œDiscountโ€ row in Totals, styled to match existing rows.

    1. Maintain consistent formatting with other journal-entry rows.

    2. Include input box with toggle for $/% that dynamically updates the total.

    3. Toggle should be intuitive and match the interaction style of the Resto platform.

    4. Ensure the applied discount appears in the backend entry summary just like other total elements.

    5. Include the discount label, amount, and type clearly in the summary.

ย 

๐Ÿš€ Phase 2 โ€“ Display + Validation

  1. Reflect discount clearly on order summaries, invoices, and any relevant print/email formats.

    1. Placement should be consistent with other total components.

    2. Add validation to prevent negative totals.

    3. Warn users if discount exceeds subtotal.

    4. Make sure backend journal entry logs include discount amount and type ($/%).

    5. Log formatting should follow existing standards for other total line items.

ย 

Please authenticate to join the conversation.

Upvoters
Status

Under Review

Board
๐Ÿ’ก

Feature Request

Tags

Quotes & Orders

Date

7 months ago

Author

Katie Bange

Subscribe to post

Get notified by email when there are changes.