***EDIT: I see now this was already suggested, but it works great for us, integrates well with Quickbooks as you can set custom GL account mappings per product ID, and gives us excellent reporting (QB-side reporting, the RS reporting is still terrible).

Here's how we do it, and how we've done it in our prior POS/Inventory software: Use Discount Codes!

Create a category called Discounts. Directions here: https://feedback.repairshopr.com/knowledgebase/articles/511237-discount-on-an-invoice

But how it works out is you create a bunch of products in this category that each are your discount types you want to track. We start all the codes with DISC- so employees can quickly pull up a list of them when adding to a ticket/sale. A few examples of what we have:

*DISC-FB1 Facebook Promotion (Half off Repair)
*DISC-REFERRAL Referral Card Discount $40 off any service
*DISC-CLIENTNAME We have a few of these we give discounts to employees of businesses with Service Agreements.
*DISC-EMPLOYEE Employee discounts
*DISC-ABANDONED Code for writing off abandoned equipment
*WTY-L-STD Code for standard warranty claims
*WTY-L-GOLD Code for a "gold" warranty claims

Just add the product code to a ticket at a negative sale price. You can either have the code with a set dollar/percent amount or leave it $0 and staff will be able to enter a variable discount.

The way you get reporting is unfortunately not so great, but that's just because of RepairShopr's poor reporting comparable to our other software. But at a basic level the "Sales by Product" report pulled on the Discounts category gets you a selectable-time-period sum total if discount quantities and dollar amounts. You can also do a Sales Detail report and export to CSV to get invidivual instances of sales. We just wish there was a tab within each product called "Sales History" and listed each instance of sale of that product in a filterable fashion. Currently you can only pull sales data by Category or by exporting to CSV and doing your own work.

One additional filter that would be helpful is customer. This way we can show cost savings to particular customers.

@RS: We have been waiting patiently for a confirmation or insight on this topic for over 18 MONTHS :( Can we PLEASE have some basic customizable settings for discounts? Just two simple additions would make ALL the difference for us, and would allow us to archive over 20 separate discount line items from our inventory list; since they'd all be depreciated by this upgrade:

1. Allow us to enter a custom list of "discount reasons" (much like we can with Ticket Issue Types). These custom reason codes would be a dropdown option next to the discount $ and % fields in line items, allowing us to categorize and track details for each discount that gets applied. (Examples: Competitor price match, Pricing error, Manager authorized, WARRANTY WORK, etc). Bonus: Add a small text field so we can enter in an explanation, if necessary.

2. Add additional filters to the Discount report: Product category, Discount reason code, Discounted by (tech name). This would make reporting and auditing SO much more efficient, and would help us more easily identify exactly WHAT we're having to discount due to our errors (warranty work, pricing mismatch, etc).

With these MINOR enhancements, we could fully eliminate all 20 of our old discount line items; hardening our security groups and heavily minimizing our financial auditing process. Please Please PLEASE! :)

@Jordey: The discounts report is a great start, but it's missing some critical information. The description is kind of useless, as most of our products have VERY lengthy descriptions are are never edited. The rest of the report is helpful. I'd propose removing the description and making these changes:

Add field to show which user applied the discount; if different than who made the line item.
-Add filter to show discounts from only specific users selected.
Add discount "subject/reason" list to choose from, to better group/track discounts
-Add filter to show only discounts with specific subject/reason.
Some way to show the total # of discounts for a specific product category or instance.
-Add filter to show only specific product categories

does https://yourdomain.repairshopr.com/reports/discounts not help?

We typically have our brand representatives straight up type out what's going on with the discounted line item in the description field underneath the "previously priced at $$whatever blah blah" area. This report will display the description field.

This report shows:

Date the discount happened
Item that was discounted
the description field of the item (text field w/detail or reasoning - modifiable in add/view and invoice)
price of the item
discount offered
cost of the item itself
quantity of items that were discounted
invoice # associated (so you can see the rep in the change log)
location where the discount was assigned

What I'm NOT sure about (and what I've consistently not seen listed on this report but can review in "sold products reports") is whether or not it shows discount line items associated with discounts we're utilizing on like... sales or whatever.. such as a preset $10 discount that is a separate line item that isn't necessarily tied to the ticket that you manually create and set in the category type as a discount item.

We actually legitimately use the discount line items to modify these sales so that we can get some general feedback on "how many people utilized this $25 discount" without having to sift through the discount report to manually tally up how many of those happened.

@Troy: Patiently waiting for this simple report so we can eliminate all of our "discount" line items and just use the drop-down discount area.

Follow-up: I should have mentioned the discount feature should be robust enough to also track the user who added the discount; in the event they are different than the tech who created the actual line item.

Extra: Would also be cool to have a discount reason code called "Other" which would pop a text field and allow the tech to make a short note if it didn't fit an existing reason code.

PS. With the power of an "audit" report as I described, we would even be interested in making a reason code called "For Review - Tech Auth" so that regular techs could make a discount in the event of an emergency (no manager available, known authorized reason). Then
our customers wouldn't be inconvenienced and we could quickly review these later.

TL;DR: Make discounting as powerful and simple as it is at big-box stores!!!

PLEASE DONT MARKED THIS AS COMPLETE!!

The new "discount report" is good to see, but looks much like the older detail reports that have been replaced with new summary reports that can be searched and filtered better.

Can we look forward to a "discount summary report" where we can filter by product category, user who added the discount, and reasons for applying the discount?

Thanks for the feedback everyone! Also, agreed with @Jordey on a more thorough report to break down all the important details: (item price, discount amount, discount type, user who discounted, location).

We're really trying to push for this idea getting implemented for several reasons:

1. We want to eliminate all of our redundant "discount" line items in our account, since right now ANY user can add those line items and discount things. The new discount feature is security group based, so we can limit that to specific users only.

2. We want to start making "fake discounts" on our computers (the same way BestBuy and other big box stores do) where we invoice for the computer's original total, and then "discount" it as discount reason code "On Sale" to add perceived value to the customer.

RS: Along with this, it would also be very helpful for us to show the original price (with a strikethrough) on the invoice PDF - the same way it's shown on the web GUI. Again, perceived value matters to the customer! I think there's already several requests for additional pricing tiers. Maybe a tier for "MSRP", which would show with a strikethrough if our "Retail" price is less than the MSRP?

Let's get some more votes and feedback so we can get this topic APPROVED and IMPLIMENTED!

It would be very helpful. Also, being able to create/view a discount report would be ideal for tax and audit purposes.

Awesome idea, reason code will streamline things and make the report feature very useful.