Discounts can be applied to items in sales transactions through various methods, and this functionality is available across all sales and purchase transactions.

1. Discount on Price List Rate of an item

Within a transaction’s Item table, locate the Discount field by clicking on the downward arrow positioned on the right-hand side of a row. Discounts can be applied either as a percentage or a fixed amount linked to the Price List Rate of the item.

The option to apply a discount as a percentage is accessible in all sales and purchase transactions.

For regularly applying a discount based on quantities, it’s recommended to utilize a “Pricing Rule.” Refer to the Pricing Rule documentation for further insights.

2. Discount on Net Total or Grand Total

In the “Additional Discount” section (of a “Sales Order” or “Sales Invoice” alike), you can apply a Discount as a fixed amount or a percentage on the total sum of the Sales.

2.1 Discount on “Net Total”

If a Discount is applied on Net Total, then item’s Net Rate and Net Amount is calculated as per the Discount Amount. Net Rate and Amount field will be visible only if Discount is applied using this feature.

2.2 Discount on “Grand Total”

If a Discount is applied based on the Grand Total, then with item’s Net Rate, Net Amount as well as taxes are also re-calculated as per Discount Amount.