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 from the original order to all invoices created from that order. This would calculate the correct discount accordingly in order to keep your clients happy and satisfied. ParagonERP makes it easy to do so with this run once rule!
With a push of one button, the discount rate is copied to all the line items on that transaction; saving you the time required to enter them manually on each line in any given transaction.
Some setup is required before you can install and run the rule.
You can set the following up yourself, or contact us at firstname.lastname@example.org to get assistance.
From the attribute panel in settings, add:
Click on the settings button
Hit the create a new attribute button and add all the required attributes
Line level attributes
Select screen setup under system in the settings screen.
Select the transaction module. In this example, we are using the order module. Go to the more tab and hit the edit button
Add the newly created header attributes using the add attribute button and hit the save button
Go to the summary tab and hit the edit line discounts button
Add the newly created store level attributes using the add attributes button followed by the accept button.
Hit the save button
You’ll see the attributes after saving the changes in the transaction module
Once you’re ready to install the rule, contact us at email@example.com We’ll set up the rule for you, and configure it to read your discount attribute and apply the same rate to all the line items.
Click on settings button and select rules under rules engine
Put a check-mark in the checkbox in the ON column to activate the rule
Once you’ve configured all of the above, and we’ve set up your rule, you can start entering the discount rate at the header level to be applied to all line items – and then the rule can be run based on your business requirements, like before or after saving/issuing your transaction. After performing the corresponding action, the rule will run and you’ll be able to see the discount rates applied to all the line items.
Go to the transaction module, e.g. order, select the more tab and click on the edit button
Add value to the Header Discount % attribute and click on the save button
In the summary tab right click on the line Item and select the view line discounts option
You’ll see the discount applied to each line item
Interested in setting up more rules with ParagonERP? Contact us at firstname.lastname@example.org