How To: Apply a Discount to a Sales Order
Khaos Control allows you to apply discounts either to an entire sales order or to individual order lines. This gives you the flexibility to offer customer discounts across the whole order or apply specific discounts to selected items.
Apply a Percentage Discount to an Entire Sales Order
Use this option when the same percentage discount should be applied to all eligible items on the order.
- Create the sales order. For guidance, see How To: Create a New Sales Order.
- While the sales order is in edit mode, enter the required discount percentage in the Disc% field located above the delivery rate section.
- Click the adjacent Green Down Arrow button.
- Khaos Control will automatically apply the discount percentage to each eligible line on the sales order.
- Complete and save the sales order as normal.
Customer Default Discounts
You can set a default discount percentage for a customer, which will automatically be applied to new sales orders.
This value is entered in the Disc field on the Customer | Financial tab.
Apply a Discount to an Individual Sales Order Line
Use this option when only specific items on the order require a discount.
- Create the sales order and ensure it is in edit mode.
- Select the stock line you want to discount.
- Apply the discount using one of the following methods:
- Enter a percentage discount in the Disc% column.
- Enter a fixed discount value in the DiscL column.
- Complete and save the sales order as normal.
Additional Information
- Discounts will not be applied to stock items that have Discounts Disabled enabled on the Stock | Detail | Options tab.
- Entering a value in either the Disc% or DiscL field replaces any discount that has already been applied manually or automatically to that sales order line.
- The Disc% and DiscL fields are linked. When you enter a percentage discount, Khaos Control automatically calculates and updates the corresponding value in DiscL. Likewise, entering a value in DiscL automatically calculates the equivalent percentage in Disc%.
- Order-level percentage discounts are only applied to items that are eligible for discounting. Items with discount restrictions remain at their standard price.