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How can I add discounts to individual items on my orders?

Here's how to enable and apply line-level discounts for specific SKUs on your sales orders and invoices.

To apply discounts to individual line items in a Sales Order or Invoice, follow these two steps:

Step 1: Enable line item discounts

  • In ERP, navigate to: Admin Tools > System Settings > System Parameters Setup.

  •  

    Scroll to the SO and Invoice section.

  • Toggle Use Line Item Discount in S/O and Invoice to ON.

  • Click Save.

  • Click Yes.

You will be prompted to log out in order to apply your updates.

  • Click Yes, log out.

  • Log back in.

Your changes have taken place.

Step 2: Apply the discount on a Sales Order

  • Go to ERP > Sales > Sales Order Management.

Note: These instructions are the same for Consignment Orders, Invoices, Consignment Invoices, and Quotations.

  • Create a new sales order or select an existing order to add your discount to.

  • In Edit or Add mode in the Sales Order Management Screen, click the plus sign next to the SKU you want to discount.

  • Enter a DISC. % or DISC. $ value.

    • DISC. % is a percentage off that item's price.
    • DISC. $ is a dollar amount off that item's price.

  • Repeat for any other SKUs that should have individual discounts.

Look at the bottom of the screen in the Summary section. There are no discounts added in this image below.

Once a discount is added, a third (uneditable) field appears called DISC. Price. This is the new, discounted price per item for that particular SKU. 

In the Summary section, the Discount (b) row is still blank. That is because only order discounts appear there - not line-item discounts. If you look, however, you'll see that the Subtotal has changed to reflect the item discount.

  • Click Save.

  • Click Yes.

Note: As with other things, this cannot be edited unless the order is in a state of Pending. (See: How do I view or edit a Sales Order?) If your order is already being processed, you should wait until the order is shipped and an invoice is created. Then, you can follow the above instructions on the corresponding invoice. Otherwise, you have to abandon the order if you want to edit it, which can take more time.

This allows for precise control of discounts on a per-product basis rather than discounting the entire order.

Related Guides:
How do I add a discount to an order?
How do I add a recurring discount to a customer?