Overview

Discounts can be added to line items within new invoices as well as pre-existing ones. The procedure is the same, as the discount is entered right before adding the product line item to the invoice. For existing product line items in an invoice, the line must be edited in order to apply a discount.

Line Item Discounts on New Invoices

To add discounts on a new invoice please follow the steps below:

1. Go to Order Entry > Add Order, complete the information requested and click on "Add Items".
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2. From the Inventory window double-click on the product that you wish to add to the invoice order. 
3. The "Add Item" window will pop up, go to the discount field and type in the percentage that needs to be discounted. Complete the rest of the information and click on the "Add" button to save.
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4. The system will immediately add the product line item to the order with the discount already applied. You'll be able to see the discount percentage reflected on the screen and the PDF file once the invoice is printed.
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Line Item Discounts on Existing Invoices

To add a discount to a line item on a pre-existing invoice follow these instructions:

1. Go to Order Entry > Order Summary and search for the invoice that you want to edit.
2. Go under the "Actions" column and click on "Edit".Image Removed
   
3. Select the product line item that you want to apply the discount to; then, click on "Edit" under the "Actions" column to open the "Add Item" window.Image Removed
   
4. Enter the discount percentage amount in the discount field and click on Add to save.
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   Here is how
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5. Download here an example of the PDF should look like once the discount has been applied:
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Applying Massive Discount for All Product Line Items

To apply a massive line item discount to a new or existing invoice order please follow the steps below:

1. Go to Order Entry > Add Order > Create the invoice as usual. If you have the invoice already created you should go to Order Summary, search for the specific order number and under the "Actions" column click on Edit. Image Removed
   
2. Once you have the pre-existing invoice order opened, or the new invoice has been fully created,  you should go to the invoice Totals box, found under the Invoice #, and click on the "Set discount" link. 
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3. After clicking on that link, a blank field will appear. Here, you need to enter the percentage discount amount to massively apply to all the product line items within the invoice order. Press the "Enter" key to save.Image Removed
4. The system will massively apply the discount to all product line items on the invoice.
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5. To edit the discount percentage previously applied, just click on the previously entered percentage discount value and the system will activate this field again to give you the option to enter a new value. 
   
   
   

   Info
   If the user does not add any discount in the header of the invoice, the system will display 0% in the Discount field when adding product line items in units.

Massive Discounts for Sell by Units Only Order Entry Screen

The users have the option to add massive discounts per units too. The steps to add a massive discount are the same as the boxes massive discounts.

After adding the discount to the Totals Box the system will display the discount as the product line items are being added to the invoice. The user will not be able to edit this discount in the "Choose Product" window. The massive discount should be edited in the header of the invoice.