Adding discounts/adjustments

If you have created price book rules for your price books, discounts will automatically be applied to orders raised for customers with the price book assigned to them. However, there may be occasions when you need to add 'one-off discounts' to an order or other charges. You will be able to apply these on an order level.

Adding an order adjustment

When an order is in a status of Draft, you will be able to select the Add adjustment button.

From here, you will be able to select the adjustment type of either:

• Delivery

• Discount

• Adjustment

• Tip

• Charges payable

You will then be able to enter a positive amount to add value onto the invoice or a negative amount, as well as the VAT rate and a 'Title'. Any adjustments made will be applied to the entirity of the invoice, rather than a specific line item.

Adding an additional discount to a specific line item

If you would like to give a larger discount than that already applied to the product from a price book, you can add a discount directly to the line item on the order. Use the edit pencil next to the product to open the line item, then enter a discount amount and choose whether this is a 'value' or 'percentage'. In the example below, the specific line item will be given 10% off.