Discount calculator

Use the discount calculator to apply a whole order discount amount and recalculate the order total. Click DiscountTaxes and Totals view in on the Sales Order Entry to access the calculator . The order discount amount is prorated back to each line at invoice processing.

New total sale discount

One type of whole order discount calculated by the discount calculator is a new total sale. The difference between the actual total sale and the amount specified in the discount calculator is displayed in these locations after you calculate the discount:

  • Discount Total field in the Order Discount section on the Discounts page
  • Discount fields in the Totals section on the Tax & Totals view

onFor example, a customer wants to reduce their order from $550 to $500. You would select Total Net Sales in the Type field and then specify 500. After you click Calculate, the discount is displayed in the Discount Total field as an amount or percent, depending on the selected Expressed As option. In the Order Discount section, you can select Amount or Percentage to view of the discount as a percent or amount.

Gross margin percentage discount

You can also specify a gross margin percentage discount. In the normal invoice print, this discount is shown as a lump sum discount at the end of the invoice. If you want this to show as an adjustment on the invoice, a special print form output is required.

Full order amount

You can also specify an order amount and recalculate what the order discount should be. If you cannot access the Gross Margin on This Order field, the To Calculate Margin %, Divide By option in SA Administrator Options-Documents-Sales Orders-Processing is set to Cost. The margin percent you specify and the one calculated after you click Calculate may not be an exact match due to rounding.

Target gross margin percent

You may specify the target gross margin percent for the entire order, and the calculator can express the whole order discount as a percentage and as an amount. You may also return to each line item and suppress printing of the price on invoices. This clearly shows lot pricing.