Checklists
Checklists are an additional concept on top of Field Settings for assets.
Asset field settings ensure that data is valid for system use. But the system can only let us know what fields have been provided at best.
The checklists are an additional layer of validation where an actual user ensures and validates entered data for assets.
The Checklists Tab allows viewing/modifying settings pertaining to a checklist. Checklists cannot be created/deleted, only existing checklists modified.
To modify a checklist item's setting, use the field option toggle visible on the item's row, and then click the Save button.
User can choose to create new items within a checklist. To do so, click on the + button on the top right corner of the checklist items table (or click the + button on a checklist item row to create a nested item). Fill in the resultant form and press save.
To delete a setting, s. This discount is applied on the the total price of a said item, exclusive of fees and taxes.
Task/Order Discount
This discount can be set on the task or rental order in question. This is the second step of discounts, and is applied on the order/task total, inclusive of fees but exclusive of taxes.
Customer Discount
This discount can be set for a customer. This is the third step of discounts, and is applied on the order's total, inclusive of fees but exclusive of taxes.
Line items always show the total cumulative discount that will be applied on the item, i.e. Line Item Discount + Task/Order Discount + (Customer Discount for Rental Orders) . The user can choose to edit this amount, which will add/subtract an additional discount percentage on the item, but only such that the cumulative discount on the line item never exceeds the maximum percentage of discount that a user with a certain role can offer to customers.
Similarly, rental orders always show the total cumulative discount that will be applied on the task/order, i.e. Order Discount + Customer Discount. The user can choose to edit this amount, which will add/subtract an additional discount percentage on the rental order, but only such that the cumulative discount on the order never exceeds the maximum percentage of discount that a user with a certain role can offer to customers.
Flat Discount
In addition to offering percentage discounts, a user can also offer a flat discount in terms of dollar value on a rental discount. However, cumulative discount on the order can never exceeds the maximum percentage of discount that a user with a certain role can offer to customers.
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