Setting Up Discounts
This topic explains how to set up discounts that you can apply to orders
- A discount type named Coupon is created by default and is used with the coupons set up for your company. See Setting Up Coupons.
- For the default Coupon discount type, the Description, Start Date, End Date and Coupon fields cannot be edited.
- For multitenant environments, the following setup must be completed for each company. The parent company setup is not automatically applied to individual companies.
To set up discounts
- Open the Types/References window. See Opening the Types/Reference Window.
- Click the Discounts link for your company.
- In the Discount Types window, do one of the following:
- To add a discount type, click Add Discount Types. A row is added to the Discount Types table.
- To modify a discount type, click Edit in the row of the discount type you want to edit. The row becomes editable.
- Enter or change values in the following fields of the new or existing row:
Type an ID number in the ID field.
Type a description of the discount in the Description field.
- Do one of the following:
- To make the discount available only during a specific period of time, type or select a start date in the Start Date field, and type or select an end date in the End Date field. The discount can be applied to orders only during the specified time period.
- To make the discount available as long as it is active, leave the Start Date and End Date fields blank.
Type a view order number in the View Order field.
Type a lab code in the Lab Code 1 field if necessary.
Type a lab code in the Lab Code 2 field if necessary.
To indicate that the discount is currently in use, select the Active check box.
If the discount is a coupon, select the Coupon check box.
Discounts denoted as coupons appear on the Coupon Analysis Report (AC145) in AcuityLogic BackOffice. - Do one of the following:
- To add the new discount type, click Insert.
- To update the existing discount type, click Update.
- To export the discount types to a spreadsheet, click Export.
The spreadsheet opens in Microsoft Excel.