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Fees & Discounts ​

Platform Settings -> Transactions -> Fees & Discounts

The Fees & Discounts Tab allows viewing/modifying the following settings:

  1. Credit Card Processing Fee

  2. Default Discount (on orders)

  3. Sales Commission Rate

  4. Sales Overhead Rate

  5. Environment Fee

  6. Damage Waiver

  7. State Sales Tax

  8. County Sales Tax

  9. City Sales Tax

  10. Special Sales Tax

  11. Rental/Task Discount Limit For Roles: Determines maximum discount a user with a certain role can offer on orders to a customer.

    To add a new discount setting for a new role, click on the + button on the top right corner of the visible table and fill in the resultant form and click save.

    To delete a setting, simply click on the red trash icon button on the extreme right of the setting's row.

To modify information, simply edit the field and click on the Save Settings button to sync settings with the server.

INFO

The percentage, tax and fee fields here (and the role discount limits) accept decimal values — for example you can enter a rate such as 7.5 — not just whole numbers.

CloudERM User Documentation