Discounts and deposit
L1, L2, L3, Additional Discount ($), the 60% cap and the deposit.
Step by step
L1 — Base
L1 starts at the province default (30% today). You may change it from 0 to 40%.
L2 — Salesman
Your own discount, up to 30%.
L3 — General Manager
Up to 10%. Enter it only after the General Manager says yes.
The 60% allowance
This line shows Used X of 60% — Y% left. It turns red if you go over.
Discounts cascade
Each level comes off what is left after the previous one. 30% then 10% is 37% off, not 40%.
Additional Discount ($)
A flat dollar amount off before tax. Above $1,500 it needs owner (or admin) approval, unless an offer sets it (up to the offer's amount).
Over policy?
The app shows the exact fix, for example L2 is 35% — the maximum is 30%. Correct it; never work around it.
Deposit
Switch between % and $ to set the deposit. Balance on install is what is left. If the customer finances with Financeit, the deposit is the first draw and can't exceed 25% of the project total.
Read the totals
Check Net subtotal, Tax and TOTAL in Step 4 · Balance before you show the customer.
💾 Save Quote
Press 💾 Save Quote to store it. The tour never presses it for you.
Offers
Promo offers sit above the discount fields. Chapter 11 teaches them step by step.