How To: Apply a Discount to a Sales Order

Sales Orders associated pages pages icon Sales Order Overview pages icon Sales Orders "How Tos"

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Percentage discounts can be applied to the whole order or specific order lines.

Apply a Percentage Discount to the Whole Order

  1. Create the Sales Order, see How To: Create a New Sales Order and whilst in edit mode.
  2. In the Disc% field (just above the delivery rate) enter the discount to be applied to the whole order.
  3. Click on the adjacent the MOVE ROW DOWN button shows a green arrow pointing downwards.   button, the system will apply the amount entered as discount against each line in the sales order.
  4. Complete the sales order as normal.

Note: Customer's can receive a default percentage discount on all their sales orders. This is entered in the Disc field in their [ Customer | Financial ] screen.

Apply a Discount to a Sales Order Line

  1. Create the Sales Order, see How To: Create a New Sales Order and whilst in edit mode.
  2. Focus on the stock line you wish to apply the discount to and either:
    1. Enter a percentage amount in the Disc% column; or...
    2. Enter the specific amount the item is to be discounted by in the DiscL column.
  3. Complete the sales order as normal.

Notes for both options

  1. The system will not apply a discount if a Stock Item on the Sales Order has Discounts Disabled active in their [ Stock | Detail | Options ] screen.
  2. Entering a discount in the Disc% or DiscL fields will override any discount that has been manually or automatically entered against a stock item within the grid.
  3. When the percentage discount is applied to the sales order, the system will enter the equivalent amount in the currency used on the sales order in the DiscL column and vice versa.

See Also

Visit KhaosWikiX at http://wiki.keystonesupport.net/wiki_kcx/ to see the following:

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