Applying a Discount on a Sales Order
We can apply a discount to an entire sales order or to individual items on the sales order. You can apply discounts either when you create the order or later by editing the sales order.
To apply a discount to items on a sales order:
1. Go to Transactions > Sales > Enter Sales Orders > List.
2. Next to the sales order containing the item that requires a discount, click Edit.
3. To apply a line-level discount, insert a discount item directly below the item you want to discount.
i) To add a discount item, select it in the Item column, and then click Add or OK. For details on existing discount items, go to Lists > Accounting > Items, and in the Type field, select Discount.
ii) To create new discount items, go to Lists > Accounting > Items > New, and click Discount.
4. To apply a discount to the entire order:
Note :
If you apply a discount to the entire order, the system adds it to any defined line-level discounts. For example, if you apply a 10% line-level discount, and there is already a 10% order discount, that item now has a 20% discount.
On the Items subtab, in the Discount Item field, select the discount.
In the Rate field, make sure the desired rate for your selected discount item appears. If not, edit the field to insert the correct percent or currency value.
5. Click Save.
Applying a Promotion on a Sales Order
When creating a sales order, you can apply promotions to items in the order.
To apply a promotion to items on a sales order:
1. Go to Transactions > Sales > Enter Sales Orders > List.
2. Next to the sales order containing the item that requires a discount, click Edit.
3. To apply a promotion, on the Items subtab, do one of the following:
i) If the promotion uses a single-use coupon code, in the Coupon Code field, enter the promotion’s coupon code.
The promotion name appears in the Promotion field.
ii) For promotions with multiuse coupon codes, you can select the promotion in the Promotion field, and the system automatically enters the coupon code.
Note :
We must manually enter single-use coupon codes in the Coupon Code field.
4. (Optional) If a transaction discount applies to this order, in the Discount Item field, select the discount.
5. In the Rate field, make sure the desired rate for your selected discount item appears. If not, edit the field to insert the correct percent or currency value.
6. Click Save.