Discount ad surcharges in XTRF Platform are used to customize the financial settlements between your company and your partners.
Add a New Discount/Surcharge
To add a new discount in XTRF Platform, perform the following steps: Predefined Values Please keep in mind that you need to predefine the system values to use them in XTRF Platform. In the Value field provide the percentage value of the new discount/surcharge. From the Type drop-down menu select if the discount/surcharge should be applied to the tasks or to the jobs. Task and Job Types (Optional) Select the Default checkbox if this discount/surcharge should be used as a default one in your Home Portal. Please mind that only one discount or surcharge can be set as a default one. Click the Save button. You have added the new discount/surcharge in the Home Portal. Sign in to the Home Portal of XTRF Platform. Click the icon. In the accordion menu click the System Values: Basic and then select the Discounts & Surcharges. Click the +Add button. In the Name field provide a unique name of the new discount/surcharge. (Optional) In the Description field provide short summary of the purpose of this discount/surcharge and when it should be applied. (Optional) Select the Active checkbox if this discount/surcharge should be available for use in the Home Portal. (Optional) Select the Preferred Item checkbox if this discount/surcharge should be located on the top of all drop-down menus and selection lists in your Home Portal.