Discounts

• We’re introducing a more advanced Discounts feature. Discounts existed before, but this new system is much more powerful.
  This is the initial release - upcoming releases will add audit tracking for Deal discount changes (added to the changelog), default discounts for customers, opt-out options for specific products/services, and reporting.

• To set up discounts, go to Settings > Finance > Discounts.
  You need the Manage Discounts permission (under the Discounts permission group).

• Step 1: Choose how discounts are handled in accounting
  You have two options:

  • Reduce Revenue - recommended and simpler.
    Example: $100 revenue with a 10% discount results in $90 revenue.

  • Post Discount as a Separate Entry - keeps original revenue and posts the discount separately.
    Example: $100 revenue stays as-is, and a separate –$10 entry is posted to a selected account (e.g., Discounts).

  

• Step 2: Define discount services

  • Select which services in your catalog represent discounts.

  • Add them to the Discount Catalog.

  • Define how they behave:

    • Inline discount - manually added as a line with a specific amount

    • Document % discount - applies a percentage discount to the entire document (e.g., –10%)

  

• Once the discount catalog is set up, configure permissions:

  • Use Discounts - can apply percentage discounts but cannot modify the amount (e.g., apply 10% but not change it to 12%). Typical for sales reps.

  • Edit Discounts - can apply and modify discount amounts. Typical for sales managers.

  

• Using discounts

  • Discounts can be applied to standalone invoices or as part of the sales flow (e.g., starting from a Quote).

  • In both cases, use the “Add % Discount” option in the footer.

    

• You can choose whether the discount is applied before or after tax.

  • In most cases, before tax should be used unless regulations require otherwise.

    

• You can control which lines are discounted by selecting checkboxes.

  • By default, all lines are included once a discount is added.

  • Additional customization options will be added in future releases (as mentioned above).

  • A summary at the bottom shows the scope (which packages the discount applies to).

    

• The Quote document can be customized to include a column for the original price (with an optional custom name). Contact your Stonify account manager to set up this customization.

  

Inventory

• Added support for a default slab size. You can set this in the product detail.

• These default values are used in:

  • Drawing — when selecting a custom slab for the product, dimensions are automatically pre-filled

  • Purchase Orders — when ordering material

  • Margin Calculator — when adding slab sizes

  

Logistics

• Added a new setting that, when enabled, shows the balance due for projects in the Installer app.

Drawing

• Each cutout type now has its own image.

  

• Added a new Duplicate option for custom slabs, allowing you to quickly create multiple slabs of the same size.