Difference between revisions of "Discount"

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== Edit or Delete a Discount ==
 
== Edit or Delete a Discount ==
  
Under the '''Sales Group''' you can select the '''Discount Module''' in order to edit or delete discounts.  Editing and Deleting Discounts in this module are as easy as highlighting the Discount line and clicking either '''Edit''' or '''Delete''' from the Module Toolbar.
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Under the '''Sales Group''' you can select the '''Discount Module''' in order to edit or delete discounts. &nbsp;Editing and Deleting Discounts in this module are as easy as highlighting the Discount line and clicking either '''Edit''' or '''Delete''' from the Module Toolbar.<br><br>
 
 
[[Image:Edit_discount.JPG|thumb]]
 
 
 
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By selecting the '''Edit''' button you will be able to change the title and description of the discount, the type of discount (whether percentage based or a fixed amount) and whether or not the discount will be taxable.&nbsp;
 
 
 
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By selecting the '''Edit''' button you will be able to change the title and description of the discount, the type of discount (whether percentage based or a fixed amount) and whether or not the discount will be taxable.&nbsp;<br><br>
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In order to remove a Discount Line - simply highlight the discount and select the '''Delete&nbsp;'''option.&nbsp;
 
In order to remove a Discount Line - simply highlight the discount and select the '''Delete&nbsp;'''option.&nbsp;
 
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Revision as of 21:21, 18 February 2011

Icon.Discount.png The Discount Module allows you to create discounts that are not product-specific. In order to define a Discount, you must either be signed in as Admin, or a User who has rights to this module. 

The Pricing Module allows markups/discounts for specific Products or Product Trees. Pricing Rules will automatically be generated to Sales Orders once they are established. Discounts, on the other hand, are much more generic and can be added for an entire Sales Order or per line item. Discounts are generally used for one-time or rare promotions, discounts, or miscellaneous items. Pricing Rules are generally 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.

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Create a new Discount


To create a new discount, you must first be in the Sales Module Group | Discount Module. Select the New Discount Image:'new'_symbol.JPG icon located on the Module Toolbar. This will open the New Discount dialog box. Enter a name and description (optional) for your new discount. When creating a new discount, you have two options: to discount a percentage or a flat rate amount.  By using subtotals on a Sales Order, each of these discounts may be used on a per item or per order basis.

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The last step is to choose whether or not this discount will be taxable. Fishbowl will default to tax discount items; however by simply unchecking the taxable option, the discount will not be taxed.  If the Tax checkbox is selected, then the Sales Tax will be figured on the total cost after the Discount. If the Tax checkbox is not selected, the Sales Tax will be figured on the total cost before the Discount.



After you have entered all of the correct information for your new discount, click the ok button. Your discount will now be listed on the discount Main Screen and will be visible in all of the discount drop down menus for orders where discounts may be applicable.


Edit or Delete a Discount

Under the Sales Group you can select the Discount Module in order to edit or delete discounts.  Editing and Deleting Discounts in this module are as easy as highlighting the Discount line and clicking either Edit or Delete from the Module Toolbar.

By selecting the Edit button you will be able to change the title and description of the discount, the type of discount (whether percentage based or a fixed amount) and whether or not the discount will be taxable. 

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


Template:SeeAlso
Discount Items: The Accounting Process