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Setting Service Order Discount Permissions for Employees
Setting Service Order Discount Permissions for Employees

Setting service order discount permissions for employees ensures controlled pricing integrity and customer satisfaction management.

Written by Support Turnsapp
Updated over a week ago

To control which employees can offer discounts on service orders in the Business Manager, follow these steps:

  1. Log into Business Manager:

    • Access the Business Manager with your login credentials.

  2. Navigate to the Employees Section:

    • From the main dashboard, select the 'Employees' option.

  3. Find the Employee to Edit:

    • Browse through your list of employees. For the employee you wish to set permissions for, scroll right to their information.

  4. Open Edit Mode:

    • Click on the pen icon (edit) next to the relevant employee’s details.

  5. Adjust Discount Permissions:

    • In the 'Other details' section of the employee's profile, locate 'Allow Service Order Discount'.

    • Use the dropdown menu under 'Allow Service Order Discount' to select 'Yes' (to permit them to give discounts) or 'No' (to restrict them from giving discounts).

  6. Save Changes:

    • Once you’ve made the selection, click 'Update' to apply and save these settings.

This process helps ensure that only authorized employees can offer discounts on service orders, aligning with your business’s operational policies and discounting strategies. By managing these permissions, you can maintain control over the discounting process and safeguard against unauthorized discounts.

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