Configuration: Discounts Listing

The Discounts screen is used to define discount codes and the percentage of discount which each code represents. A discount code can then be attached to a Customer Profile. When that customer makes a purchase, their discount is calculated according to the defined discount code. The Discounts screen also shows the existing configuration of all previously defined discount codes.

When a discount code is attached to a customer profile, the customer will receive a discount on all purchases made at the dealership (such as Parts, Service, Rentals, etc.). If the discount does not apply to a particular purchase, you must change the discount code on the invoice before finalizing the sale. A discount can be applied by line item rather than to the entire invoice.

Up to nine (9) valid discount codes can be defined on this screen, using codes 1 through 9. Alpha characters are reserved for exempt discount code definitions ( for example :"X" to denote that discount should never be given, etc.).

To open the Discounts screen, navigate to Configuration > CRM > Taxes Discounts > Discount.

Topics in this section are:

• Important Notes on Discounts

• Adding a Discount Code

• Deactivating a Discount Code

• Screen Description

Important Notes on Discounts

The following behavior applies when you use discount codes on Equipment Invoicing invoices.

On equipment invoices, a header discount code applies to parts, trade-ins, and miscellaneous charges when Discount Applies is selected for the charge on the Miscellaneous Charges/Credit screen. It does not discount the equipment unit being sold.

The Discount field on the Customer - Invoice Header tab shows the combined discount for the invoice. When the same code applies to multiple line types, the amount is the total of the calculated discounts for those lines (for example, parts plus trade-ins plus eligible miscellaneous charges).

Discount amounts post to the Equipment Invoicing Account defined for the discount code on the Discount screen. Configure codes on the Discounts screen before you use them on an invoice.

Parts on an equipment invoice

• When the discount Type is Subtract from Selling Amount, IntelliDealer adds a discount line to the invoice for the discount amount.

• When the Type is Add to Net Amount, part prices on the invoice are recalculated from net (cost). No separate discount line appears.

• Selecting or changing the header Discount recalculates part line prices.

Miscellaneous charges on an equipment invoice

• Each miscellaneous charge uses the header Discount code when Discount Applies is selected for that charge on the Miscellaneous Charges/Credit screen.

• When Discount Applies is not selected, the line uses the exempt discount code from the Invoicing equipment table (Discount Exempt Value), so the header discount does not reduce that charge.

• Click View Default Tax & Discount on the Miscellaneous Charges tab to review the default tax and discount for a charge before you save it.

Trade-ins on an equipment invoice

• Only discount codes with Type Subtract from Selling Amount affect trade-in value.

• Select the header Discount after trade-in lines are on the invoice if the trade-in should be included in the discount calculation.

• On the Invoicing equipment table, configure Discount Exempt Value and Discount Applied Before Trade-In:

  • Discount Exempt Value—select an alpha exempt discount code (exempt codes use letters; numeric codes 1–9 are standard discounts). This value is the default exempt code for the equipment sale line. An exempt code must be configured for header discounts to reduce trade-in value.

  • Discount Applied Before Trade-In—when cleared, a discount on the Customer - Invoice Header tab can reduce net invoice value (including trade-in) according to your Discount Exempt Value setting. When selected, you can assign a discount code on trade-in lines; header discounts follow selling-price rules before trade-in is applied.

Adding a Discount Code

1. Navigate to Configuration > CRM > Taxes Discounts > Discount.
   

   The Discount screen appears.

   
   

2. Click the Need to create a new discount? Click here to add link.

   The Add Discount screen appears.

   

3. Enter a discount CodeEnter the Location where the discount is valid, or click the Search icon to select a location from the Location Selection screen. Enter a Descriptionof the discount code.

4. Select a discount behavior Type and set the G/L Accounts by entering the account number or selecting one using the Search from the Account Lookup screen.

   The Account Lookup screen appears.

   

5. On the Add Discount screen, click the Save button to save the new discount code and return to the Discountscreen, or click Save & New to save and add another discount code.

   The Add Discount screen will refresh allowing you to add another discount code without closing the screen.

Deactivating a Discount Code

1. Navigate to Configuration > CRM > Taxes Discounts > Discount.

   The Discounts screen appear.

   

2. Fill out the appropriate fields and click the Go >> link.

   The Discounts screen refreshes, listing the generated search results.

   

3. Click Code.

   The Change Discount screen appears.

   

4. Select the Active for System checkbox, removing the checkmark.

   Clear the Active for System checkbox.

   

5. Click the Save button to save any changes made to the discount code.
   - or -
   Click the Save & Next button to save any changes made to the discount code and continue to the next discount code on the list.

Screen Description

The sorting options on the Discounts screen are:

Sort by
Field	Description
Code	Sort the search results by discount code.
Location	Sort the search results by branch location.
Description	Sort the search results by discount code description.

The search fields on the Discounts screen are:

Field	Description
Select Code	Search for a discount code by entering a discount code.
Select Location	Search for a discount code by entering a branch location.
Select Description	Search for a discount code by entering a discount code description.
Include Inactive	If selected, includes Inactive discount codes within the search results.

The fields on the Discounts screen are:

Field	Description
Code	An alphanumeric code used to define the discount codes. Up to nine (9) valid discount codes can be defined on this screen, using codes 1 through 9. Alpha characters are reserved for exempt discount code definitions (e.g. "X" to denote that discount should never be given, etc.).
Location	The location at which the discount code is currently used as a valid discount code.
Description	A brief description of the discount code.

Data Source: PFWTAB

Security: 999 - Configuration

Revision: 2026.10