Create a predefined discount/surcharge
This guide explains how to add a predefined discount or surcharge to your quotes, order forms, invoices, etc.
This action can be useful in various situations, for example:
– You’ll receive a discount of £20 on purchases over £100 during the month of January,
– Your services include a storage fee or transport costs,
– You offer a 2% discount on the total amount of an order if your customers pay within the first 10 days.
By creating a predefined discount or surcharge, you can then insert your discounts or taxes more quickly into an invoice, purchase order, quotation, etc.
1. Create a discount/surcharge class
Go to the “Administration” menu, then “Sales” and click on “Discounts and surcharges”.
The first step is to create a class of discounts or surcharges.
Generally, the “Discount” class already exists by default. If you want to add a discount and the “Discount” class already exists, you can go straight to the “Predefine a discount/surcharge” step.
To create a class, click on “New line”.
Below are the numbered explanations for each red frame in this image.
1. Assign a code ;
2. Choose whether this is a discount or a surcharge;
3. Choose whether the discount/surcharge applies only to products, only to the tariffs used, or to both;
4. Choose where you want the discount/surcharge line to appear on your documents;
5. Add a label (for example, “Surcharge”);
6. Add the relevant accounting account ;
7. Click on “Add”.
After this operation, a line button corresponding to the class created will be added to the new line buttons in your open documents (order form, invoice, quote, etc.).
2. Create a predefined discount/surcharge
Now that the class has been created, you can add a discount or surcharge to it.
1. Click on the pen next to the relevant class;
2. Add a code ;
3. Add a description ;
4. Add a label (for example, “storage fee”);
5. Link the accounting account ;
6. Select whether the discount/surcharge is by rate, amount or other. Then specify the rate or amount of the discount or surcharge;
7. Click on “Add”.
3. Add a predefined discount/surcharge to a document
You can now retrieve a predefined discount or mark-up from a document in ‘open’ status.
To do this, click on the button corresponding to the desired line below the table of products/services in the document.
In the window that opens :
1. Select the predefined discount or mark-up you require;
1. Select the predefined discount or mark-up you require; You can always change them;
3. Click on “Add”.
The new line will be added to your document and the total amount will be recalculated according to the parameters defined.
