Promotions and discounts

Give a discount on an order

1. Open the order.
2. In Quote Details, press the Discount row.
3. Choose Money Discount (an amount in dollars) or Percentage Discount (0–100%).
4. Type the amount and press Save in the pop-up.
5. Press SAVE on the order.

The discount is taken off before taxes: the Grand Total is the moving charge, fuel, valuation, storage, materials, services and fees, less the discount, plus taxes. On a multi-day move each day has its own discount; the row shows them all.

Show a sale promotion on your quotes

A promotion shows customers a higher "was" hourly rate crossed out above the rate they're getting — in quote emails and on their portal. The customer always pays the real rate; the promotion never changes the price.

1. Go to Settings › Pricing & calculator › Promotions.
2. Pick the move type.
3. Switch on Bloomingdales sale promotion off/on.
4. Under Discounts, pick what Crossed-out rate shows: - A percentage above the rate paid: switch on the hourly and/or long-distance percentage and type it (for example 35). - Your regular rate for that crew and trucks: on days priced from the Discount level of your price calendar, your Regular rate for the same crew and trucks is crossed out. Keep Crossed-out hourly rate on.
5. If you want banner words, switch on Enable hourly moves promotion slogan (or the long-distance one) and write the slogan.
6. Press Save.

With a percentage, the "was" rate is worked out so your real rate is exactly that percentage off it: the real rate divided by (100% − the percentage), rounded to whole dollars. With a $179 rate and 35%, the customer sees $275.00 crossed out, then $179.00 — and $179 really is 35% off $275. The travel rate is crossed out the same way. On a long-distance move the rate per unit is crossed out the same way, kept to the cent.

With your regular rate, the crossed-out rate is what the calculator charges the same day, crew and trucks at your Regular level. A 3-mover Discount day at $179 with a Regular rate of $199 shows $199.00 crossed out above $179.00. Bigger crews and more trucks get their own Regular rate, so the "was" rate is always one you really charge. On any day that is not a Discount day nothing is crossed out. A long-distance rate per unit keeps the long-distance percentage. The details are in Promotions.

Each order keeps what it was made with. A percentage is copied onto the order when it is created. Regular-rate figures are kept on the order too, and change only when the order's crew, trucks or move date change. Changing the promotion or your rates later doesn't change what existing orders show.