How do I Give Discount in Invoice and Customer Orders?
From Catalyst
Contents
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
- Selling stock in Invoicing and Customer Orders
- Selling parts over the counter
- How do I find a stock code?
- How do I find a customer?
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