Sales Discounts are used to record discounts applied by the company for material or service sales to customers. This option is located under the Definitions menu of the Sales Management module.
In Discount form, you define the conditions and methods of discounts that you will apply in the lines of sales orders, sales dispatches, sales invoices or slip totals. Defined discounts are used to enter the formula used in applied discount calculation and the discount application rules into the program. In this way, if the same discounts are applied to each sales transaction due to a contract with a customer, such standard discounts will be applied automatically. Discounts and expenses that are related to lines in slips and invoices are entered right under the relevant line, while discounts, expenses and promotions that are related the slip total are entered in the section that is separated by double lines.
You can define a new sales discount record or modify the existing definitions by using the options in Sales Discounts browser, Attached Records menu, Info menu and right click menu options.
| New | Used to record a new discount record. |
| Update | Used to modify sales discount information. |
| Delete | Used to delete sales discount definitions one by one or in batches. |
| View | Used to view discount information. |
| Copy | Used to copy definition information into a new card. |
Change Status | Used to specify the status of discounts. The options are Active and Passive. Passive service definitions cannot be used in slips and invoices. | |
| Attached Records | |
|---|---|---|
G/L Accounts (Main Chart of Accounts) | Used to specify accounts to be used to track sales discounts transactions in G/L according to the main chart of accounts. | |
G/L Accounts (Second Chart of Accounts) | Used to specify accounts to be used to track sales discounts transactions in G/L according to the second chart of accounts. | |
G/L Accounts (Third Chart of Accounts) | Used to specify accounts to be used to track sales discounts transactions in G/L according to the third chart of accounts. | |
| Info | |
Record Information | Displays the time and the user of the first registry and the last modification of the record. | |
Record History | Used to list recording history by some info such as user, company, date, etc. | |
Refresh | Used to refresh the sales discounts list. | |
Preferences | ||
Line Colouring | Used to colour the lines of sales discounts list according to the specified criteria. | |
Back to Defaults | Used to return the window dimensions into the application default. | |
Save Settings | Used to save sales discounts list settings. | |
Save General Settings | Used to save general settings. | |
Number of Records | Lists the number of recorded sales discounts. | |
Reporting | ||
List Report | Used to report the records of sales discount list collectively. | |
Grouped List Report | Used to list the sales discount records by grouping them according to column headings. | |
Selection | ||
Select All | Used to select all records in sales discounts list. | |
Clear All Selections | Used to clear all selections. | |
Toggle Selection | Used to toggle the selections in list. | |
Table Characteristics | Displays table characteristics. |
