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).

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 hit the edit line discounts button.

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

The discounts in this example are called buyer Item rebate and new store discount %:

- buyer item rebate deducts a dollar value from the transaction line
- new item discount % deducts a value based on a percentage of the transaction line

Once you have entered the value(s), hit the accept button.

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

Once you hit 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 all line discounts by right-clicking on the item line and hitting 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.

    • Related Articles

    • Rule - Populate discount % on transaction lines based on the header discount %

      When dealing with transactions, you may want to carry the discount rate from one transaction to another; order to invoices for example, while fulfilling the order with multiple deliveries. As a result you want to carry the discount for all line items ...
    • How to set up discounts attributes

      Introduction Discounts can be very useful for offering your customers reduced pricing on their purchases.  A discount is described as a deduction from the usual cost of something, typically given for prompt or advance payment or to a special category ...
    • How to add product specific discounts to specific customers

      Dealing with any large or major account can be challenging and dealing with their myriad of discounts and rebates can make it even harder.  Paragon helps out by giving you the ability to setup automatic discounts for specific customers and/or for ...
    • Adding header discounts to transactions

      Introduction Offering discounts or rebates to your clients (or requesting them from your suppliers) is fairly common practice.  As much as your clients love this option, it can be very difficult to assign and especially maintain the proper discounts ...
    • Reorder line items on transactions

      Paragon allows you to reorder line items in your transactions. In other words, you can choose the order in which to list the line items, regardless of the sequence in which they were entered. This can be used for different purposes, such as grouping ...