Entering and calculating order discounts

You can apply a discount at the line level or to the whole sales order. For whole order sales discounts, you can manually specify a whole order discount, or you can use a calculator. The discount amount is subtracted from the total sale amount for a new total or it is applied against the line for a new gross order margin. The difference is displayed in the Discount field in the Totals section on the Taxes & Totals page.

Use these instructions to enter a discount on a new order.

  1. Select Sales > Entry > Order.
  2. Create or maintain a sales order.
  3. In Advanced Line Entry, specify a product and quantity.
  4. To apply a discount to the line item, specify an amount in the Discount field in the Extended section.
  5. Click Add.
  6. Optionally, add additional line items.
  7. To apply a whole order discount, click Taxes & Totals.
  8. Click Discounts.
  9. Specify an amount or percentage in the Order Discount section.
  10. Alternatively, calculate a discount amount that is based on a total sale or gross margin of the order.
    Specify information in the Discount Calculator section, and then click Calculate.
  11. To apply the discount, click Submit.
  12. Complete the order.
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