Difference between revisions of "How do I Give Discount in Invoice and Customer Orders?"

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== Summary ==
 
== Summary ==
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This article explains how to give discount in "Invoice & Customer Orders".
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This article explains how to give a discount in {{Menu|{{ST}}|Invoice & Customer Orders}}.
  
 
== More Information ==
 
== More Information ==
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Go to {{Menu|{{ST}}|Invoice & Customer Orders}}.
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Go to {{Menu|{{ST}}|Invoicing & Customer Orders}}.
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* Enter the customer's {{DataValue|[[How do I Find a Customer?|Account Code]]}} and press {{KeyPress|Enter}} to move onto the {{DataPrompt|Stock Code}} field.
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* At {{DataPrompt|Customer}}, enter or [[How do I find a customer?|search]] for the customer's account code. If you are selling in a shop environment, you might want to leave this as the Default Invoice Account.
  
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{{Note|text=As with the {{Menu|Point of Sale}} system it is possible to discount either each individual stock item or the whole invoice.}}
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{{Note|text=As with the {{Menu|{{ST}}|Counter Operations|Point of Sale}} system, it is possible to discount either each individual stock item or the whole invoice.}}
  
 
=== Individual Stock Discount ===
 
=== Individual Stock Discount ===
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[[How do I find a stock code?|Enter]] the stock item that you want to discount and press {{KeyPress|Enter}}.
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* [[How do I find a stock code?|Enter]] the stock item that you want to discount and press {{KeyPress|ENTER}}.
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* Move left (By either pressing {{KeyPress|Left}} or {{KeyPress|S-TAB}}.) until you see '''"=>"''' to the left of the {{DataPrompt|Stock Code}}.
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* The {{DataPrompt|Discount}} column is situated towards the right of your screen.
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* Press {{KeyPress|F5}} to bring up the "Detailed Edit" screen.
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* Move to the {{DataPrompt|Discount:}} field, and enter a {{DataValue|percentage}} discount on this item.
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{{Note|text=If you can't see the Discount column you may need to widen your screen. See [[How do I resize my window in Platinum?]]}}
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* Press {{KeyPress|Enter}} and the system will calculate the new nett figure for you automatically, shown to the right.
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* Press {{KeyPress|Esc}} and click {{Button|Accept}}.
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* Click on the {{DataPrompt|Discount}} field or press {{KeyPress|TAB}} to move along the line.
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* Enter a {{DataValue|percentage}} discount on this item.
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* Press {{KeyPress|ENTER}} and the system will calculate the new nett figure for you automatically. {{DataPrompt|Total price}} will show the new discounted price.
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* Press {{KeyPress|ESC}} and click {{Button|Accept}}.
 
* Continue as normal to invoice out the items, but the invoice will show a {{DataValue|%Disc}} given against the items on the Invoice.
 
* Continue as normal to invoice out the items, but the invoice will show a {{DataValue|%Disc}} given against the items on the Invoice.
  
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=== Stock Invoice Discount ===
 
=== Stock Invoice Discount ===
 
To discount the whole invoice, add all the [[How do I find a stock code?|stock codes]] you want to invoice.
 
To discount the whole invoice, add all the [[How do I find a stock code?|stock codes]] you want to invoice.
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* As with the previous method, press {{KeyPress|F7}} or click {{Button|Invoice}} to invoice out the items as normal. The ''"Document Control"'' screen will appear and the {{DataPrompt|Delivery Name :}} field will be highlighted.
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* Press {{KeyPress|F7}} or click {{Button|Invoice}} to invoice out the items as normal.
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* Move Right (By either pressing {{KeyPress|Right}} or {{KeyPress|S-TAB}}.)  to the {{DataPrompt|Discount:}} and enter a {{DataValue|percentage}} discount for the whole invoice.
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* You will be presented with a {{DataPrompt|Document Control}} popup window.
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* Press {{KeyPress|Enter}} which will display the {{DataPrompt|Discount %}} set and the {{DataValue|Value}} that this equates to.
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* In the {{Tab|Discount details}} section, select {{DataValue|Blanket}}.
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* Leave the {{DataValue|B}} in the {{DataPrompt|Mode:}} as this will give a "Blanket Discount" on the Invoice.
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* Enter the percentage discount to apply to the whole invoice.
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{{Note|text=Setting this to {{DataValue|S}} will apply a settlement discount. This will change the V.A.T. calculation on the invoice and apply a time limit to the payment - if not paid within this limit, the customer loses the discount.}}
 
  
 
* Continue as you would do normally to complete the invoice. This will show the Discount given in the Totals Section and not against the individual items.
 
* Continue as you would do normally to complete the invoice. This will show the Discount given in the Totals Section and not against the individual items.
  
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{{Warning|text=Using this method of discounting the whole invoice can be dangerous. If the customer does not bring back their receipt for the goods and you credit the item or items without checking, you can end up crediting them for more than they originally paid. Using the item by item method reduces the likelihood of crediting them at the wrong price.}}  
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{{Warning|text=Using this method of discounting the whole invoice can be dangerous. If the customer does not bring back their receipt for the goods and you credit the item or items without checking, you can end up crediting them for more than they originally paid. Using the item by item method reduces the likelihood of crediting them at the wrong price.}}
  
 
== See also ==
 
== See also ==
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* [[Selling Parts over the Counter]]
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* [[Selling stock in Invoicing and Customer Orders]]
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* [[Selling parts over the counter]]
 
* [[How do I find a stock code?]]
 
* [[How do I find a stock code?]]
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* [[How do I Find a Customer?]]
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* [[How do I find a customer?]]
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{{KB_Tags|discount, discounts, give, invoice, customer, blanket, order, stock, percentage, offer}}
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{{How}}{{KB_ST}}{{ZN_PartsCounter}}
  
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{{KB_Tags|Discount, Discounts, Give, Invoice, Customer, Orders, Invoice and Customer Orders, Order, Stock, Percentage, Invoice, Offer}}
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{{KB_Ref|ST09}}
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{{KB_ST}}{{ZN_PartsCounter}}
 

Latest revision as of 05:31, 19 June 2019

Summary

This article explains how to give a discount in " Stock Control Invoice & Customer Orders".

More Information

Go to " Stock Control Invoicing & Customer Orders".

  • At "Customer", enter or search for the customer's account code. If you are selling in a shop environment, you might want to leave this as the Default Invoice Account.
As with the " Stock Control Counter Operations Point of Sale" system, it is possible to discount either each individual stock item or the whole invoice.

Individual Stock Discount

  • Enter the stock item that you want to discount and press <Enter>.
  • The "Discount" column is situated towards the right of your screen.
If you can't see the Discount column you may need to widen your screen. See How do I resize my window in Platinum?
  • Click on the "Discount" field or press <Tab> to move along the line.
  • Enter a 'percentage' discount on this item.
  • Press <Enter> and the system will calculate the new nett figure for you automatically. "Total price" will show the new discounted price.
  • Press <Esc> and click [Accept].
  • Continue as normal to invoice out the items, but the invoice will show a '%Disc' given against the items on the Invoice.
You can have a different discount percentage for each item on the invoice if required.

Stock Invoice Discount

To discount the whole invoice, add all the stock codes you want to invoice.

  • Press <F7> or click [Invoice] to invoice out the items as normal.
  • You will be presented with a "Document Control" popup window.
  • In the [Discount details] section, select 'Blanket'.
  • Enter the percentage discount to apply to the whole invoice.
  • Continue as you would do normally to complete the invoice. This will show the Discount given in the Totals Section and not against the individual items.
Using this method of discounting the whole invoice can be dangerous. If the customer does not bring back their receipt for the goods and you credit the item or items without checking, you can end up crediting them for more than they originally paid. Using the item by item method reduces the likelihood of crediting them at the wrong price.

See also


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Keywords AND Misspellings
discount, discounts, give, invoice, customer, blanket, order, stock, percentage, offer
Tags

ST09

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