Introduction
The document is about how the discount will be applied over Sale Order/Quotation.
It is an advance discounting system, where the user can set limit in provision of discount.
There are two ways of configuring Discount.
- Global Discount
- Ordinary Discount
Fixed discount amount and Percentage discount will be applied on Sales order lines discount.
Configurations / Settings
How to configure Global Discount
To configure Global Discount, .
Once the user configures Global Discount, the discount will be applied every where in Sale Orders/Quotations upto the configured discount amount and percentage.
If user checks the ‘Global Discount’, there will be a checkbox shown with the confirmation message ‘Do you want to set global discount limit?’. Marking that checkbox, There will be two fields, which takes user inputs and sets the discount limits in Fix Amount and Percentage.
How to configure Ordinary Discount
To configure Ordinary Discount, goto .
Note
Here, the user has to set a group and its discount limits in Fix Amount and Percentage.
Working with Discounts
Sales Discounts
In Sales Discounts, the user is supposed to configure discount amount and percentage against user groups.
The user will not be able to configure the discount amount and percentage more than defined in the Settings, and will raise an error message.
Discounts over Sales Order/Quotation
- Discount Percentage
Note
As the user configures Global Discount, the ordinary discount cannot be exceeded than Global Discount.
Discount will be applied either in percentage or in fixed amount.
If the discount method is in percentage, select the Discount method ‘Percentage’, and fill in Discount(%) filed from 1 to 100. To apply the discount, there is button below the Discount labeled as ‘(Update Discount)’.
Note
If the discount percentage exceeds than the configured discount percentage, then error message will be raised.
Before applying the discount over the Sale Order/Quotation lines, the system will ask for confirmation. It will apply the percentage in all the sales order lines under discount column.
- Fixed Discount Amount
Select the discount method ‘Fixed’ and fill in Discount Amount field. If user applies the discount by clicking on ‘(Update Discount)’, the given amount will be divided amount all Sale Order Lines, and the percentage will be calculated according to the amount.
The discount will be visible with gross amount of the sales order.
Note
If user confirms the sale and creates the invoice for the sale order, discount method and discount amount or discount percentage will be set in invoice also.