Adding discount types

Before you can create discount filters or apply discounts to invoices, you must first set up discount types in your system.

To add a new discount type:

  1. Go to Menu > Setup > Order Setup > Discounts.
    For versions earlier than V. 2020.2, go to Menu > Setup > Discounts.
    The Discounts page opens.

  2. Click Add.
    The Discount Details - Inserting window opens and displays the Coupon discount type.

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  3. In the Discount Type field, select the discount type that you want to add.

    • Coupon

      Note: For details about individual fields, see Discounts.

      1. In the Discount Description field, enter the discount’s description.

      2. In the Barcode/Coupon Number field, enter the discount’s coupon readout.

      3. In the Limit Type field, select the max number of uses for this coupon.

        • Limit per Customer

        • Limit per Customer/Unit

      4. In the Limit field, enter the maximum number of times this coupon can be used.

        Note: Once the limit is reached, the coupon will not be able to be used again for that customer or customer/unit. However, if you set the limit to zero (0), the coupon does not have a limit.

      5. In the Discount Account field, select the discount’s accounting code.

      6. Specify the discount’s starting date and ending date.

      7. If needed, update the discount’s active status.

      8. When finished, click OK.

        To close the window without saving your changes, click Cancel.

    • Discount

      Note: For details about individual fields, see Discounts.

      1. In the Discount Description field, enter the discount’s description.

      2. In the Calculation Type field, specify how the discount is applied to invoices.

      3. In the Discount Account field, select the discount’s accounting code.

      4. Specify the discount’s starting date and ending date.

      5. If needed, update the discount’s active status.

      6. When finished, click OK.

        To close the window without saving your changes, click Cancel.

    • Special

    Note: For details about individual fields, see Discounts.

    1. In the Discount Description field, enter the discount’s description.

    2. In the Calculation Type field, specify how the discount is applied to invoices.

    3. In the Discount Account field, select the discount’s accounting code.

    4. Specify the discount’s starting date and ending date.

    5. If needed, update the discount’s active status.

    6. When finished, click OK.

      To close the window without saving your changes, click Cancel.

  4. Repeat Steps 2 and 3 as needed.