How to work with Sale Discount


The document is about how the discount will be applied over Sale Order/Quotation.

It is an advance discounting system, where the user can set limit in provision of discount.

  • There are two ways of configuring Discount.

    1. Global Discount
    2. Ordinary Discount

Fixed discount amount and Percentage discount will be applied on Sales order lines discount.

Configurations / Settings

How to configure Global Discount

To configure Global Discount, goto Sales ‣ Configuration ‣ Settings.

Once the user configures Global Discount, the discount will be applied every where in Sale Orders/Quotations upto the configured discount amount and percentage.

If user checks the 'Global Discount', there will be a checkbox shown with the confirmation message 'Do you want to set global discount limit?'. Marking that checkbox, There will be two fields, which takes user inputs and sets the discount limits in Fix Amount and Percentage.

How to configure Ordinary Discount

To configure Ordinary Discount, goto Sales ‣ Configuration ‣ Sales Discounts.

Working with Discounts

Sales Discounts

In Sales Discounts, the user is supposed to configure discount amount and percentage against user groups.

The user will not be able to configure the discount amount and percentage more than defined in the Settings, and will raise an error message.

Discounts over Sales Order/Quotation

  • Discount Percentage

Discount will be applied either in percentage or in fixed amount.

If the discount method is in percentage, select the Discount method 'Percentage', and fill in Discount(%) filed from 1 to 100. To apply the discount, there is button below the Discount labeled as '(Update Discount)'.

Before applying the discount over the Sale Order/Quotation lines, the system will ask for confirmation. It will apply the percentage in all the sales order lines under discount column.

  • Fixed Discount Amount

Select the discount method 'Fixed' and fill in Discount Amount field. If user applies the discount by clicking on '(Update Discount)', the given amount will be divided amount all Sale Order Lines, and the percentage will be calculated according to the amount.

The discount will be visible with gross amount of the sales order.