How To Set Up Discounts

Description:

As a salesperson, you can provide discounts to your customers. There are 2 types of discounts that you can provide:

Standard Discount as set up by your organization. It can either be in percent or flat.
Additional Discount that you want to give to your customer apart from the standard discount.

In this article, you can also understand how does down payment works in the total amount.

Points to Remember:

Either you can set up the standard discount or ask the organization admin, or if you have proper permissions, you will be able to add them yourself.

Detailed Steps:

Step 1: Under the Discounts tab, click on the Add Discounts button and select whether you want to apply a standard discount or a custom discount.

Step 2: After you have added a standard discount you can click on the edit button to change the details such as the discount percentage.

Step 3: To add a custom discount, click on the Add Discounts button and click on Others.

Then edit the discount details such as the Name and the Unit Price.

Kindly Note: In case of a custom discount, the unit of the discount will be flat.

Step 4: Click on the Down Payment tab and enter the down payment details such as the down payment amount and the method of down payment such as Cash / Credit or Debit Card and click update.