Managing customer discounts on orders

When you have pre-configured discount or price agreements for a customer, Paragon automatically applies these to your transactions. You can easily view, filter, and adjust these discounts directly within the order or invoice lines.

Configuring your view

To ensure you can see the applied discounts immediately, you should add the relevant column to your screen:

1. Open the order or invoice module.

2. Click the columns tab on the right side of your screen.

3. Search for and check the discount % field.

4. Click save (floppy disk icon) to update your personal layout. Once saved, any applied discount percentages will be visible whenever you save an order.

Selecting products with discounts

When adding items to an order using the plus icon (+), Paragon filters the list by default to show only products that have an active discount or price agreement for that customer.

• If you want to see your entire product catalog instead, simply click the X (clear filter icon) in the product selection pop-up to remove the automatic discount filter.

Modifying or removing line discounts

You can manually override an automatic discount at any time:

1. Right-click on the specific line item you want to change.

2. Select edit detail discounts from the menu.

3. In the pop-up window, enter the new percentage or clear the field to remove the discount.

4. Click save to apply the changes to the order line.