Adding and editing discounts to transaction lines
Introduction
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.
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 ...Setting up Transaction Screens
Introduction Information that may be important to see on an invoice may not be as relevant to see on a shipment. For this reason, Paragon allows you to decide on a module by module basis how all your screens are configured. This article will explain ...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 ...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 ...