How do I Give Discount in Invoice and Customer Orders?

Summary

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

More Information

Go to " Stock Control Invoice & Customer Orders".

• Enter the customer's 'Account Code' and press <Enter> to move onto the "Stock Code" field.

As with the " 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>.

• Move left (By either pressing <Left Arrow> or <Shift+Tab>.) until you see "=>" to the left of the "Stock Code".
• Press <F5> to bring up the "Detailed Edit" screen.
• Move to the "Discount:" field, and enter a 'percentage' discount on this item.
• Press <Enter> and the system will calculate the new nett figure for you automatically, shown to the right.
• 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.

• As with the previous method, press <F7> or click [Invoice] to invoice out the items as normal. The "Document Control" screen will appear and the "Delivery Name :" field will be highlighted.
• <Right Arrow> to the "Discount:" and enter a 'percentage' discount for the whole invoice.
• Press <Enter> which will display the "Discount %" set and the 'Value' that this equates to.
• Leave the 'B' in the "Mode:" as this will give a "Blanket Discount" on the Invoice.

Setting this to '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.

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

• Selling Parts over the Counter
• How do I find a stock code?
• How do I Find a Customer?

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Keywords AND Misspellings

Discount, Discounts, Give, Invoice, Customer, Orders, Invoice and Customer Orders, Order, Stock, Percentage, Invoice, Offer