Using Discounts

13 0 0 15/01/2021

Apply Discount

There are two methods for applying discounts on Sales Documents.

Using Discount column

(in a Document Line Item table)		 This method discounts the line item by the discount percentage entered into the Discount column in the respective row.The discount is not posted to the General Ledger.

How the discount is applied is configurable:

SETUP > Configuration > Accounting > Accounts > Discounts > Discount Calculation

Choose and preset:

  • Using Unit Price/Cost
  • Using Total Pre-tax amount

Depending on the option selected in the Accounts configuration page, the discount is either applied to the Unit Price (i.e before the line total is calculated) or on the pre-tax amount (after the line total is calculated).

Using Discount Item

(in a Document Line Item table row)		 This method uses a Discount Item to represent the Discount.

To use this approach, add the Discount Item onto the Line Item Table directly beneath the row to which you want to apply the discount.

The Item applies the Discount percentage (or fixed amount) to the net amount (pre-tax) of the preceding Item’s unit price.

The discount is posted to the General Ledger. Set the account the Discount Item posts to on its Accounting tab.

Display Discount when printed

There are two columns to display discount  Discount and Total Discount. 

These can be configured on the Document Template to display % and amount respectively. Go to:

SALES ORDER > Configure > Sales Order Templates > Choose a template

Go to columns tab and check which column(s) and in what mode you want them to be displayed i.e. when printed and appear on screen.

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