Discounts on a Sales Order

Acctivate allows discounts to be applied in several ways to a sales order/sales quote or the items on a sales order/sales quote. The discount percentage at the sales order line level is designed to discount an individual product. The discount at the bottom of the screen is a trade discount that can be either a percentage or an amount which is applied to the subtotal. The default discount type (percentage or Amount) is configured in the configuration manager. However, even though the discount type will default to the option in configuration manager, you can change the discount type per order. If this is a percentage, make sure to type the value and percent sign (10%). If the type of discount you want to give is an amount, type the dollar sign and amount ($10). Giving this discount will require that a discount GL account is configured for the branch.

Discount Type Default

 

The discount amount will default based on what’s in Config, but can be overridden per order:
sales discount
To set the discount GL account, go to File> Configuration Manager> Customer> Branch. Set the GL account in the field Invoice Disc GL Account. The discount GL account is set up in QuickBooks, and should be an income account.
sales discount 3
You can set a default discount for each customer as well, check to see if the “default discount percent” is set on the Prices tab of the Customer Information screen for your customers.
sales discount 2

 

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Posted in Sales - Last modified on May 19, 2016Eric Cartrite
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