Discount

The Discount module, located in the Sales group, allows the creation of discounts that can be given to customers. Discounts can either be a percentage or a flat amount.

Discounts vs. Pricing Rules

The Pricing Rule module allows markups and discounts for specific products or product trees. Pricing Rules will automatically be applied to sales orders once they are established. Discounts are more generic and can be added for an entire sales order or per line item. Discounts are used for one-time or rare promotions, or miscellaneous items. Pricing rules are used for consistent markups or discounts for specific products or customers.

Discounts can be either a Flat Amount, or a Percentage Rate of an entire order or line item. Discounts are taxable by default, but may be void of tax if desired.

Create a new discount

To create a new discount, click the New button located on the module toolbar. Enter a name and description (optional) for the discount. Select Percentage or a Amount. By using subtotals on a sales order, each of these discounts may be used on a per item or per order basis.

If the Taxable checkbox is selected, sales tax will be calculated using the order total after the discount. If the Taxable checkbox is not selected, the discount will not affect the sales tax amount.

Discounts can also be created using the import.

Edit or delete a discount

Discounts can be edited and deleted by using the Edit button and Delete button on the module toolbar.

In order to remove a Discount Line - simply highlight the discount and select the Delete option.

Add a discount to a sales order

To add a discount to a sales order, open an order in the Sales Order module and click the Discount button. For more information, see the Discount section of the sales order page.