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How to Apply Discounts in the OCC Estimator

Learn how to apply discounts in the OCC Estimator and understand how multiple discounts stack and affect the final total.

Article Introduction

Discounts must first be created in the Administration Dashboard before they can be applied to an estimate. Once configured, discounts can be added directly within the OCC Estimator.

⚠️ Important: Ensure the discount has been created in the Administration Dashboard under Financing & Pricing. If the discount is not configured in Administration, it will not be available in the Estimator.

Applying a Discount to an Estimate

To apply a discount:

  1. Scroll to the bottom of the Estimate.

  2. Locate the Discount section.

  3. Select the appropriate discount.

Once selected, the estimate total will automatically update.

estimatediscount1

Discounts Stack

Discounts stack on top of each other.

Each additional discount is applied to the updated total after the previous discount has already been calculated.

Example of Stacked Discounts

If the initial estimate total is:

$22,344

If you apply a 10% discount without limit:

  • 10% of $22,344 = $2,234.40

  • New total = $20,109.60

If you then apply an additional 5% discount:

  • 5% is calculated from $20,109.60 (not the original total)

  • 5% of $20,109.60 = $1,005.48

  • New total = $19,104.12

Each discount applies to the adjusted total from the previous discount.

Visibility in the Estimator

As discounts are added:

  • The estimate total updates immediately.

  • The calculations are reflected in the overall total.