Question
How to add a Discount to a Parts Customer Order?
Answer
If a Customer Order has already been raised and discount now needs to be added to the parts, the only way this can be done is to have set up Sales Discount Groups and Sales Discount Account Groups as once the order is processed you are unable to amend
To set up Sales Discount Groups:
Go to Parts > Parameters > Sales Discounts.
Within here you have the option to set up sales discount groups.
This is where a group of sales ledger codes can be grouped together.
To create a group select add, the group description can then be chosen and then saved.
When a group description has been created, double click to select it. The sales codes can then be entered using the account search icon.
Each group created can then have the sales ledger codes associated with them. To remove an account code from a group. Select with a single click and press 'Delete'.
This group will then become available when setting up your sales discount percentages.
Then you will need to set up Sales Discount Account Groups:
Go to Parts > Parameters > Sales discounts.
Within Sales Discounts you have the option to set up sales account groups.
Within the account groups screen, specific accounts can be added. These could be accounts that do not necessarily fit into a group or when specific discount terms have been agreed.
This allows a discount structure to be created for individual accounts.
To add an account use the account search icon and select add.
To remove an account code from the list, select with a single click and press 'Delete'.
This account will then become available when setting up your sales discount percentages.
