Difference between revisions of "Discount"

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[[File: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.
 
[[File: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.
  
== Discounts vs. Pricing Rules ==
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== Discounts vs. Pricing Rules {{top}} ==
  
 
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.
 
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.
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[[File:Discount main screen.JPG|550px]]
 
[[File:Discount main screen.JPG|550px]]
  
== Create a new Discount ==
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== Create a new Discount {{top}} ==
  
 
To create a new discount, you must first be in the '''Sales Module Group | Discount Module'''. Select the '''New Discount''' [[File:'new' symbol.JPG|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.
 
To create a new discount, you must first be in the '''Sales Module Group | Discount Module'''. Select the '''New Discount''' [[File:'new' symbol.JPG|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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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.
 
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 ==
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== Edit or Delete a Discount {{top}} ==
  
 
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.
 
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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In order to remove a Discount Line - simply highlight the discount and select the '''Delete''' option.  
 
In order to remove a Discount Line - simply highlight the discount and select the '''Delete''' option.  
  
== Add a Discount to a Sales Order ==
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== 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'''. These steps will allow you to quickly add a discount to any Sales Order.
 
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'''. These steps will allow you to quickly add a discount to any Sales Order.

Revision as of 23:35, 7 December 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.

Discounts vs. Pricing Rules Template:Top

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 Template:Top

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 Template:Top

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.

Add a Discount to a Sales Order Template: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. These steps will allow you to quickly add a discount to any Sales Order.

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 icon located on the Component Toolbar. (There must be a line item on the Sales Order to have a discount.)

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Choose your desired discount from the Select Discount window. Click OK to continue. The discount will be added at the end of the order by default. 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 Image:'move_up'_symbol.JPG or Move Down Image:'Move_Item_Down'_symbol.JPG.

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Notice the discount amount taken off the order in the Price column. Issue the order when ready.

See Also

Discount Items: The Accounting Process