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:
Please keep in mind that you need to predefine the system values to use them in XTRF Platform.
|Sign in to the Home Portal of XTRF Platform.|
|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.|
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 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.|
(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.