Difference between revisions of "Discount"

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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.
 
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.
  
[[File:Discount main screen.JPG|550px]]
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[[File:Discount main screen.png]]
  
 
== Create a new Discount {{top}} ==
 
== 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.
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To create a new discount, you must first be in the '''Discount Module''' 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.
  
 
[[File:10.discount.png]]
 
[[File:10.discount.png]]
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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.
 
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.
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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.
  
 
== Edit or Delete a Discount {{top}} ==
 
== Edit or Delete a Discount {{top}} ==
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== Add a Discount to a Sales Order {{top}} ==
 
== 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.
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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 '''Sales Order Module''', open the Sales Order of your choice for which you would like to add the discount. Select the '''Add Discount''' [[File: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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In the '''Sales Order Module''', open a Sales Order, highlight the item you would like to discount, and the click the '''Add Discount''' button located on the component toolbar to the right.
  
[[File:Add Discount Page.JPG|550px]]
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[[File:Add Discount Page.png]]
  
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''' [[File:'move up' symbol.JPG|Image:'move_up'_symbol.JPG]] or '''Move Down [[File:'Move Item Down' symbol.JPG|Image:'Move_Item_Down'_symbol.JPG]]'''.  
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Choose a discount from the '''Select Discount''' window and click '''OK'''.
  
Notice the discount amount taken off the order in the '''Price''' column. Issue the order when ready.
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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.
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Notice the discount amount taken off the order in the '''Price''' columns. Issue the order when ready.
  
 
'''See Also'''
 
'''See Also'''
  
 
[[Accounting_Process#Discount_Items|Discount Items: The Accounting Process]]
 
[[Accounting_Process#Discount_Items|Discount Items: The Accounting Process]]

Revision as of 18:45, 19 July 2012

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.

Discount main screen.png

Create a new Discount Template:Top

To create a new discount, you must first be in the Discount Module in the Sales Group. Select the New Button.png New button 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.

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.

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.

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 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.

In the Sales Order Module, open a Sales Order, highlight the item you would like to discount, and the click the Add Discount button located on the component toolbar to the right.

Add Discount Page.png

Choose a discount from the Select Discount window and click OK.

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. Issue the order when ready.

See Also

Discount Items: The Accounting Process