Discounts

Apply discounts on product lines

After enabling the feature, a new column labeled Disc.% appears in the Order Lines section of the quotation form. This field allows you to define a discount for each individual product.

Enter the desired percentage for any line item, and the updated pricing will automatically reflect in the total at the bottom of the page.

Tip

Discounts can also be applied directly to confirmed sales orders. Navigate to Sales app ‣ Orders ‣ Orders, open an order, and enter values in the Disc.% column just like in quotations.

Note

• Entering a positive value in Disc.% reduces the price (discount).

• Entering a negative value increases the price (markup).

Important

Customers will see price reductions (positive discounts). However, price increases (negative discounts) are not shown as discounts—instead, they modify the unit price directly.

Using the Discount button

When the Discounts feature is active, a Discount button is available at the bottom of sales orders.

Clicking this button opens a configuration window where you can choose how the discount should be applied:

Available options

• On All Order Lines
  Applies the entered discount percentage to every existing product line in the order.

• Global Discount
  Adds a separate line to the order representing the total discount amount based on the selected percentage.

  Example

  If a 10% global discount is applied to an order totaling $4,200, a new line is added showing -$420.

  

  Important

  The global discount value does not automatically update if products are added or removed afterward. To recalculate, delete the discount line and apply it again.

• Fixed Amount
  Applies a specific monetary discount. This creates a new line item with a negative value that reduces the total.

  Example

  A fixed discount of $20 will appear as a separate line with a negative unit price.

  

Note

For better accuracy, apply Fixed Amount discounts only after all products have been added. If the order changes afterward, you may need to manually adjust or reapply the discount line.