EventPro User Manual

Review Discounts (Line Item and Sub-Group)

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Review Discounts (Line Item and Sub-Group)

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Review Discounts (Line Item and Sub-Group)

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There are two different kinds of discounts that can apply to an item: Line-Item and Sub-Group.

Click to Expand/Collapse TextLine-Item Discounts

A line-item discount is applied to an individual item.

1.Go to the Event Maintenance screen for any event containing detail items and click on the Detail Tab.
2.Choose one of the tabs at the bottom (Setup, Staffing, Catering, etc.) and double-click on an item.
3.In the [Edit] window, you will see a Discount field, usually in the lower right corner.  This is where you create a line-item discount.

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Click to Expand/Collapse TextSub-Group Discounts

A Sub-group Discount is applied to every item in a sub-group, and will override any line-item discounts that you have already applied to an item.

Once you create a sub-group discount, you will not be able to apply a line-item discount to those items; the line-item discount field in the [Edit] window will be grayed out.

In the Event Maintenance screen, find the relevant event.  Click the Finance tab. By default, the screen will display the Summary/ Discounts sub-tab.

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1.In the middle of the screen, you will see a selection grid displaying a list of all the resource Sub-Groups for which there are items added to the event.
2.The financial information for each sub-group is summarized under a series of columns – including Billable, Discount, Cost, Margin, etc. – which are totaled at the bottom of the selection grid.
3.To review detailed information about sub-group discounts, click on the sub-group in the selection grid and click the View button to the right.  The Event Discount [View Only] window appears.
4.When you are done reviewing the discount information, click Close.
1.In the selection grid, click on the sub-group to which you want to add a sub-group discount.
2.Click the Edit button to open the Event Discount [Edit] window.

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3.Select an account from the Account drop-down list, if applicable.
4.To apply a discount to the sub-group, check the Discount checkbox.
5.Enter a Percentage for the discount or check the Discount to Cost box to create a discounted price equal to your cost.  For example, if the price of the item is $500 and your cost is $300, a “discount to cost” would be calculated at $200 and the discounted price would be equal to the cost, or $300.
6.From the Rounding drop-down list, choose how you want the discount figure to be rounded off.
7.If you want to create a custom equation that determines when the discount applies, check the appropriate boxes under Only Apply Discounts If and enter a number that the total must reach before the discount applies.
8.Click Save to retain your changes.  The new figures for the sub-group discount will appear in the selection grid.