Difference between revisions of "Discount"

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[[Image: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.&nbsp;<br><br>
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{{Module Introduction|Discount|Sales}} allows the creation of discounts that can be given to customers. Discounts can either be a percentage or a flat amount.
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.<br><br>
 
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.<br><br>
 
[[Image:Discount main screen.JPG|550px]]
 
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== Create a new Discount ==
 
  
<br> To create a new discount, you must first be in the '''Sales Module Group | Discount Module'''. Select the '''New Discount''' [[Image:'new' symbol.JPG|Image:'new'_symbol.JPG]] icon located on the Module Toolbar.&nbsp;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'''.&nbsp; By using subtotals on a Sales Order, each of these discounts may be used on a per item or per order basis. <br><br>
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{{NoClear|Discounts vs. Pricing Rules}}
[[Image:10.discount.JPG|375px]]
 
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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.&nbsp; 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.
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The {{Module|Pricing Rule}} 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.
  
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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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[[File:Discount main screen.png]]
  
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.<br><br><br>
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==Create a new discount==
  
== Edit or Delete a Discount ==
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To create a new discount, click the {{Button|New}} 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.
  
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>
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[[File:10.discount.png]]
  
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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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.
[[Image:Edit_discount.JPG|375px]]
 
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In order to remove a Discount Line - simply highlight the discount and select the '''Delete&nbsp;'''option.&nbsp;
 
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{{SeeAlso|data=
 
{{TV_Discounts}}
 
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[[Fishbowl Accounting:Discount Items|Discount Items: The Accounting Process]]
 
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== Add a Discount to a Sales Order ==
 
Adding a discount to a Sales Order is a simple process.&nbsp; There are two types of discounts available: A '''dollar amount''' discount and a '''percentage'''.&nbsp; These steps will allow you to quickly add a discount to any Sales Order.
 
  
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Discounts can also be created using the [[Imports_and_Exports#List_of_imports_and_exports|import]].
  
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==Edit or delete a discount==
  
In the '''Sales Order Module''', open the Sales Order of your choice for which you would like to add the discount. Select the '''Add Discount''' [[Image:Add discount icon.JPG|Image:Add_discount_icon.JPG]] icon located on the '''Component Toolbar'''. (There must be a line item on the Sales Order to have a discount.)
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Discounts can be edited and deleted by using the {{Button|Edit}} and {{Button|Delete}} on the module toolbar.
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[[Image:Add Discount Page.JPG|550px]]
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[[File:Edit_discount.png]]
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Choose your desired discount from the '''Select Discount''' window.&nbsp; Click '''OK''' to continue.&nbsp; The discount will be added at the end of the order by default.&nbsp; If you want to put the discount on a single item (Percentage off only), then you will simply move the discount underneath the desired item by '''right clicking''' the discount and selecting '''Move Up'''&nbsp;[[Image:'move up' symbol.JPG|Image:'move_up'_symbol.JPG]] or '''Move Down [[Image:'Move Item Down' symbol.JPG|Image:'Move_Item_Down'_symbol.JPG]]'''.&nbsp;
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In order to remove a Discount Line - simply highlight the discount and select the '''Delete''' option.
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==Add a discount to a sales order==
[[Image:Add Discount Move.JPG|550px]]
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To add a discount to a sales order, open an order in the {{Module|Sales Order}} and click the {{Button|Discount}}. For more information, see the [[Sales Order#Discount|'''Discount''' section of the sales order page]].
Notice the discount amount taken off the order in the '''Price''' column. Issue the order when ready.
 
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'''See Also'''<br>
 
[[Fishbowl Accounting:Discount Items|Discount Items: The Accounting Process]]
 
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Latest revision as of 15:59, 9 June 2020

Icon.Discount.png 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 Small.Pricing Rule.png 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.

Discount main screen.png

Create a new discount

To create a new discount, click the New Button.png 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.

10.discount.png

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.png Edit button and Delete Button.png Delete button on the module toolbar.

Edit discount.png

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 Small.Sales Order.png Sales Order module and click the Discount Button.png Discount button. For more information, see the Discount section of the sales order page.