Discounts and their limits

A discount takes money off the price list’s figure, on one line or on the whole document. Limits decide how far each person may go, so a generous discount is a decision someone was allowed to make.

Give a line discount

1. On the quotation, order or invoice, find the line.
2. Enter a percentage in Disc. %, or an amount in Disc. amount. Give one, not both.
3. Click Save.

The line’s total drops by the discount, and the totals under the lines show it in Line discounts. An amount larger than the line itself is refused.

Give a discount on the whole document

1. Under the lines, find Document discount.
2. Enter a percentage in the box marked with a percent sign, or an amount in the box marked with the currency. Give one, not both.
3. Click Save.

The line discounts come off first, then the document discount, and tax is worked out on what is left. The totals show the Gross amount, the Line discounts, the Document discount and the Taxable amount, so the customer can see each step.

Set the limits for office staff

Two Sales settings bind everyone whose role may not change prices.

1. Go to Settings ‣ Configuration ‣ System settings, then open the Sales tab.
2. On the Orders tab, enter the Max discount %, the highest document discount.
3. On the Commissions tab, switch off Line-level discounts if discounts may only be given on the whole document.
4. Click Save changes.

Field	What it sets
Max discount %	The highest discount on the whole document, as a percentage. A discount entered as an amount is measured against the document’s total before it.
Line-level discounts	Allow discounts on individual order lines. When off, a line discount is refused.

The limits apply to quotations, orders and invoices on screen, to the rep app and to the till. More on these settings: Set the rules orders follow.

Note

Max discount % limits the document discount only. A line discount is not held to it, so switch off Line-level discounts if no one should go past the maximum on a single line.

Set the limits for reps and cashiers

Reps and cashiers each carry a limit of their own, on top of the Sales settings.

• For a rep, on the rep profile, Can give discounts with a Maximum discount percentage. It binds every line and document discount the rep gives, whatever their role. See Create a rep profile.
• For a cashier, on the register’s cashier, Can give manual discounts with Maximum manual discount (%). See Add the cashiers.

Example

A wholesaler sets Max discount % to 5. Its senior rep may give up to 8% on the rep profile, and the rep’s role may change prices. The rep gives a café 7% off an order: the Sales maximum does not bind the rep, but the profile’s 8% still does, so 9% would be refused.

Online store shoppers cannot give themselves a discount.

Let a role go past the limits

A role with Edit on Price Calculation may give a document discount above Max discount %, and line discounts when Line-level discounts is off. The same permission lets it type its own prices: see Let a role change prices.

A rep’s profile maximum and a cashier’s maximum still apply to them.

Messages you may meet

Message	What to do
The header discount exceeds this subsidiary’s maximum and requires price-override authority.	Lower the Document discount to the Max discount %, or ask someone whose role may change prices.
Line-level discounts are not permitted here; applying one requires price-override authority.	Remove the line discounts and give a Document discount instead.
A discount is stated as both a percentage and an amount; give one.	Clear either the percentage or the amount.
A discount amount is more than the amount it is taken from.	Lower the amount to no more than the line, or the document, it comes off.