Adding discounts/adjustments

If you have created price book rules for your price books, discounts will automatically be applied to orders raised for customers with the price book assigned to them. However, there may be occasions when you need to add 'one-off discounts' to an order or other charges. You will be able to apply these on an order level.

When an order is in a status of Draft, you will be able to select the Add adjustment button.

From here, you will be able to select the adjustment type of either:

You will then be able to enter a positive amount to add value onto the invoice or a negative amount, as well as the VAT rate and a 'Title'. Any adjustments made will be applied to the entirity of the invoice, rather than a specific line item.

If you would like to give a larger discount than that already applied to the product from a price book, then you can apply this at the point of adding a product to an order. Once you have selected the product before selecting Add order item, you will be able to enter a discount amount and whether this is a 'value' or 'percentage'. In the example below, the specific line item will be given 10% off.