Discounts vs. Pricing Rules Template:Top
The 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, 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.
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 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.
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.
Discounts can also be created using a CSV Import.
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.
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.
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.