cancel
Showing results for 
Search instead for 
Did you mean: 
Rashika
Level 1

Bundles, Discounts, and Price Rules

I have several items that we are setting up as bundles, for example lamps and lamp shades. They are different inventory items, and both have a cost. Lamps come with a free shade on purchase, but the shades can be sold separately as well in case they need a replacement later. In order to take both out of inventory and remind our warehouse crew that they need to grab both, we have an additional inventory group item. It's currently set up like this:

Lamp Base

Shade

Shade Discount

 

The shade discount removes the cost of the shade, but I had to type in the specific value of the shade to nullify it.

 

Here's where things get complicated. So we have multiple price levels set up in the price rule list. Which means that the shade costs a different price at every level.

 

Is there a way that I can change the discounts at every level? They're not showing up in the price rule lists.

Is there a different way that I can change the discounts to remove the cost of a specific item when bought as a group?

Solved
Best answer November 17, 2020

Best Answers
BettyJaneB
QuickBooks Team

Bundles, Discounts, and Price Rules

I appreciate the complete details that you gave regarding your price level concern, @Rashika.

 

At this time, there isn't a way to change the discount at every price level. The discount will be applied depending on the number of items that you've selected for the price rule. 

 

If there are different prices of the item at each level, you'll need to manually enter the discount. You can also zero out the amount of the item upon creating the transaction and add a memo indicating why it has been zeroed out. Entering a 100% discount on the item will also remove its cost.

 

To give you more insights on how advanced pricing works in QuickBooks Desktop, please see this link: Use Advanced Pricing.

 

Know that our developers are always finding ways to cope with your business needs. I'd encourage you to visit our Firm of the Future site to be updated with our product road-maps.

 

Let me know if you have any other questions. I'll  be right here to assist you further. Take care!

View solution in original post

4 Comments
BettyJaneB
QuickBooks Team

Bundles, Discounts, and Price Rules

I appreciate the complete details that you gave regarding your price level concern, @Rashika.

 

At this time, there isn't a way to change the discount at every price level. The discount will be applied depending on the number of items that you've selected for the price rule. 

 

If there are different prices of the item at each level, you'll need to manually enter the discount. You can also zero out the amount of the item upon creating the transaction and add a memo indicating why it has been zeroed out. Entering a 100% discount on the item will also remove its cost.

 

To give you more insights on how advanced pricing works in QuickBooks Desktop, please see this link: Use Advanced Pricing.

 

Know that our developers are always finding ways to cope with your business needs. I'd encourage you to visit our Firm of the Future site to be updated with our product road-maps.

 

Let me know if you have any other questions. I'll  be right here to assist you further. Take care!

View solution in original post

Rashika
Level 1

Bundles, Discounts, and Price Rules

Is there a way to do a 100% discount on a specific item at the group level? I don't have issues doing that, but I thought that the % discount was off the entire group.

MaryAnn_E
QuickBooks Team

Bundles, Discounts, and Price Rules

Hi there, @Rashika.

 

You can create a discount item to apply it to your invoice. It could be a percentage or a fixed amount. Let me guide you how.

 

  1. Go to your Lists menu and then click on Item List.
  2. Choose the Item drop-down arrow and select New.
  3. Click the Type drop-down and select Discount.
  4. Enter the item name (Discount) and the description.
  5. In the Amount or % field, enter the discount amount or percentage:
  6. Go to the Account drop-down arrow and then click the income account you want to use to track discounts you give to customers.
  7. Select the Tax Code drop-down arrow and choose a tax code for this item.
  8. Click OK once done.

 

Next, here's how to add them to an invoice: 

  1. Go to the Customers.
  2.  Select Create Invoices.
  3. Choose a customer on the Customer: Job field.
  4. Record the necessary items.
  5. Enter the Discount on the following line.
  6. Click the Save & Close.

 

Also, you can have a group discount item by manually enter the amount that's 100% to zero out the same as you created a discount item. Otherwise, use the discount option on the invoice then manually enter the amount.

 

For additional resources, check out these articles: 

 

Fill me in if you have further questions. I'm always around if you need any help.

 

 

 

Rashika
Level 1

Bundles, Discounts, and Price Rules

Thanks for the response MaryAnn.

 

That's how I already have things set up. I was just trying to find out if there was a way to automate the discounts; but since there are different price levels, it seems like I cannot. The only workaround that I can see would be to make a group item specific to the price level for each bundle, but due to the number of price levels and bundles, that would be hundreds of new items. (Not to mention a pain if any of the discounted items changed prices.) For now, I guess we'll just have to remember to change the discounts manually on every invoice and hope that Quickbooks can offer a solution at some point.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us