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ElromcoMoveBoard

Leads & sales

Promotions and discounts

Give a customer a discount on one order, and show a sale promotion on your quotes.

  • 1 min read
  • Checked against MoveBoard
  • For sales, owners & admins

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, switch on the hourly and/or long-distance percentage and type it (for example 35).
  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.

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.

The percentage is copied onto an order when the order is created, so changing the promotion later doesn't change the percentage on orders that already exist.

Still stuck? A person will help.

Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.