Difference between revisions of "Discount"

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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.
 
{{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.
  
== Discounts vs. Pricing Rules {{top}} ==
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{{NoClear|Discounts vs. Pricing Rules}}
  
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''', 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.
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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.
  
 
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.
 
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]]
 
[[File:Discount main screen.png]]
  
== Create a new Discount {{top}} ==
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==Create a new discount==
  
To create a new discount, you must first be in the {{Module|Discount}} in the Sales Group. Select the {{Button|New}} 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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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.
  
 
[[File:10.discount.png]]
 
[[File:10.discount.png]]
  
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.
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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.
  
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.
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Discounts can also be created using the [[Imports_and_Exports#List_of_imports_and_exports|import]].
  
Discounts can also be created using a [[CSV_Imports_and_Exports|CSV Import]].
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==Edit or delete a discount==
  
== Edit or Delete a Discount {{top}} ==
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Discounts can be edited and deleted by using the {{Button|Edit}} and {{Button|Delete}} on the module toolbar.
 
 
Under the '''Sales Group''' you can select the {{Module|Discount}} 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.
 
  
 
[[File:Edit_discount.png]]
 
[[File:Edit_discount.png]]
  
In order to remove a Discount Line - simply highlight the discount and select the '''Delete''' option.
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In order to remove a Discount Line - simply highlight the discount and select the '''Delete''' option.
 
 
== Add a Discount to a Sales Order {{top}} ==
 
 
 
Adding a discount to a sales order is a simple process. There are two types of discounts available: A '''dollar amount''' discount and a '''percentage'''.
 
 
 
# In the {{Module|Sales Order}}, open a sales order, highlight the item you would like to discount, and the click the {{Icon Button|Add Discount}} located on the component toolbar to the right.<br>[[File:Add Discount Page.png]]
 
# Choose a discount from the '''Select Discount''' window and click '''OK'''. Discounts can also be selected by typing the beginning letters of the discount name, description, or rate and then pressing '''Enter''' on the keyboard.<br>[[File:Discount window.png]]
 
# The discount will be added below the selected item by default and will apply the discount to the item directly above it. Items on a sales order can be rearranged by right-click an item and then selecting '''Move Up''' or '''Move Down'''. To apply a percentage discount to more than one item, add a subtotal before the discount. Notice the discount amount taken off the order in the '''Price''' columns.
 
  
'''See Also'''
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==Add a discount to a sales order==
  
[[Accounting_Process#Discount_Items|Discount Items: The Accounting Process]]
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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]].

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.