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Discounts on Sales Orders

Discounts on Purchase Orders

Report on discounts

Discounts on Sales Orders

Unleashed supports applying discounts to Sales Orders in a variety of ways. This includes the ability to have both a discount for an entire order, and specific discounts for each product line. There is a discount field on the header, and a discount column in the order lines grid, for every Unleashed account.

Total Sales Order discount

Applying a discount to the Sales Order header's Discount (%) field, automatically applies the same discount rate to all the lines on the order (provided they do not already have Customer Pricing discounts applied).

Sales Order line discount

If you require only a discount on specific lines, this can be accomplished by placing a percentage value in the Discount column or each line. Once you have entered a value and clicked out of the field the Line Total and Margin for the line is automatically updated.

In addition, you can also change the net price of the discount by adjusting the Disc Price field to whatever price you would like to use. This will then calculate the Discount percentage value required to achieve the discounted price from it's Unit Price.

Discounts on Purchase Orders

Unleashed also supports applying discounts to Purchase Orders in the following ways; the ability to have both a discount for an entire order, and specific discounts for each product line. There is a discount field on the header, and a discount column in the order lines grid, for every Unleashed account.

Total Purchase Order discount

Applying a discount to the Purchase Order header's Discount (%) field, automatically applies the same discount rate to all the lines on the order (provided they do not already have Supplier Pricing applied).

Purchase Order line discount

If you require only a discount on specific lines of a Purchase Order, this can be accomplished by placing a percentage value in the Discount column per order line. Once you have entered a value in the Discount field and clicked away, the Line Total and Landed Costs for the line is automatically updated.

Report on discounts

Use the Data Exporter to build exportable report templates that will include the discounts that have been applied to Sales Orders or Purchase Orders. You will need to create a template in Data Exporter for each data source; Purchase Order or Sales Order, and from there you can add the appropriate discount fields available.

When the data source for the Data Exporter template is Sales Order, the following fields are available:

• Sales Order: Discount Rate
• Sales Order Lines: Discount Rate
• Sales Order Lines: Discounted Unit Price
• Customers: Discount Rate
• Product Prices: Discount Value
• Sales Quote: Discount Rate

When the data source for the Data Exporter template is Purchase Order, the following fields are available:

• Purchase Order: Discount Rate
• Purchase Order Lines: Discount Rate
• Purchase Order Lines: Discounted Unit Price