Applying a Discount to a Sales Order

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Unleashed allows you to apply discounts to a sales order. To do this follow this simple procedure:

  1. Create a sales order
  2. There is a Discount field on the header of the sales order. And there is a Discount column on the order lines grid on every Unleashed account.
  3. Select a percentage rate for the Discount field on the header of the sales order to apply a general discount rate for the sales order. For example, if you apply a 5% discount to your discount field on the header of the sales order, then this will apply automatically to all of the lines on the order.
  4. Conversely if you want to only apply a discount to a specific product line simply type in the line discount column.
  5. Once you have entered a value on the discount field and clicked out of the line then both the subtotal and margin for that line is automatically updated. 

The discount field allows you to apply a discount to the sales order. Alternatively, you can apply a discount at the product line level also.

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Melanie - Unleashed Software

Article by Melanie Chan in collaboration with our team of Unleashed Software inventory and business specialists. Melanie has been writing about inventory management for the past three years. When not writing about inventory management, you can find her eating her way through Auckland.

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