Discounts and Promotions Product Guide

When discounts and promotions are enabled, you will find changes on the Sales Order Line Items tab. Discount codes are applied to the order using the Code section to the left of the line items area. Applicable discount codes will be available to select from the list. Only valid codes are listed. Use the ADD button to include a discount. Order line discounts will appear as sub lines on the order, as shown with the example discount code DISC5 in the following screenshot:

Discounts added to sales order

When a line item discount is applied to a sales order line, multiple sub-lines will appear. The sub-line with a number that matches the parent line represents the purchase without the discount applied. In the example above, this is the second 001 line for RTRUCK1. Other sub-lines represent the discount(s) applied. Again, looking at the example, this is the third line with the number 001.001. The first 001 line is the result after the discount has been applied. The sub-lines provide a way to audit the sales order line changes.

Whole order discounts will appear as a separate line item. Automatic discounts will appear as the order lines are saved.

The discount item number is displayed on the discount sub-line, and the discount code is displayed in the Discount column on the far right. The discount item number will be shown in sales orders and invoices, whereas the discount code is not shown. Discounts are included in the bookings and sales history reports under Sales > Analysis. Use the discount item number to select orders where the discount was applied.