How to add and edit discounts to transaction lines | ParagonERP

Adding and editing discounts to transaction lines


There are several business models that benefit from giving or receiving incentives for purchasing goods or services. Offering your clients (or maybe your vendors offering you) price discounts is one way to accomplish this. In Paragon, you can assign discounts to various transactions - either for specific line items or across the entire transaction. Header discounts refer to the whole transaction, while transaction line discounts refer to the line item itself. Here, we’ll walk you through how to add discounts to transaction lines.

Adding discounts as attributes

First, you're going to want to create an attribute for any discounts you want to use throughout Paragon. These attributes can represent either a monetary value (as a money type attribute) or a percentage (as a number type attribute). Then, you will setup the discounts attribute in screen setup

Add discounts to a transaction line

Here, we'll take an order as an example. Once you've finished adding your line items to your transaction, you can add a line discount.

In edit mode, right-click on the item line and click the edit line discounts button.

A modal will pop up and you will be prompted to add a predefined line discount or click the add button and select the discount you'd like to apply to the transaction line. 

The discount in this example is called new item discount % and deducts a value based on a percentage of the transaction line

Once you have entered the value, click the accept button.

Prior to clicking the accept button, you can always hit the cancel button to abort any discounts entries you may have made.

Once you click the accept button, the total discount will be applied to the transaction line. 

If you cancel and abort editing the transaction instead of saving at this point, the discounts will not be applied.

Edit discounts on a transaction line

You can always change line discounts while in edit mode by right-clicking the item line and selecting edit line discounts. The same line discount modal will appear as before and you can add or remove discounts or change the values that were already entered.

While in inquiry mode, you can see the monetary and percentage breakdown of these line discounts directly on the transaction grid:

You can also see all line discounts by right-clicking on the item line and clicking view line discounts. 

What's Next

Now you've got the basics for transaction line discounts covered. Take a look at some of Paragon's other transaction features.

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