Line Item Discounts
OK, so not that we know about the F8 key from the sales tax field to give a discount to the entire order, let’s see how to give discounts to individual line items.
To accomplish this feat of magic, flowerSoft uses 3 reserved item codes. By reserved we mean that you cannot use those codes for anything else but what they were intended for,
In other words, you can change the description or delete them entirely, but when flowerSoft “sees” that code it will alway do the same thing.
These codes were originally implemented to allow flowerSoft users to give discounts on “long” invoices. but they can certainly be used om “short” invoices.
Also, unlike the F8 discount, these discount only allow for a percent discount, no set amount.
Which codes are they?
Well, unless you deleted all the item codes that came with flowerSoft and entered your own, or you have had flowerSoft longer that that feature has been around (at least 10 years) you should have these codes in yur arsenal.
The codes are:
DISC1 – It applies a discount to the line immediately above.
DISC2 – It applies a discount to all the line items above it.
DISC3 – It applies a discount to all the line items below a previous discount.
Let’s show you some examples… all the discounts were entered as 10% to make the math easier to see.
The screen shot above shows you a “long” invoice with DISC1 applied on line 2 and DISC2 applied on line 4.
As you can see, DISC1 gave a 10% discount to the item immediately above, the arrangement for $100.
DISC2 applied a 10% discount to all the line items above it, excluding the DISC1 line obviously.
So the product total after line 3 was entered was $100 – $10 + $100, which is $190.
10% of that is $19, which is what line 4 shows.
Aso note that the “Detail Total” field show as $171, which is $100 – $10 + 100 – $19.
OK, so now we are entering a line item with DISC3, which will apply a discount to all the items below a previous discount.
Since line 4 show a discount (DISC2), the lines below it are lines 5 and 6, with add up to $200.
So the DISC3 line on line 7 shows a 10% discount for lines 5 and 6, which is $20.
The “Detail Total” field now shows $351 which is $100 – $10 + $100 – $19 + $100 + $100 – $20
Here is a better view of the detail lines with the discounts applied.
Does every one understand how these codes work? If you are not clear, leave a comment on this post and I’ll try to clarify it.
In addition to these line discounts, you can then apply another discount to the product total by using the F8 key from the sales tax field. See below.
So an additional 10% discount to that “long” invoice, applied from the sales tax field via the F8 key, produced the -$35.10 discount shown on line 6.
As I previously said, these line item discounts can also be used on “short” invoices. Take a look at the screen shot below.
Here we have a “short” invoice with a DISC1 and a DISC2 applied.
The total of the product when at the sales tax field was $271. We then applied another 10% discount to the entire order using the F8 key from the sales tax field..
This generated the -$27.10 discount on line 6, making the total product $243.90.
So there you have it, the scoop on line item discounts.
But nobody has answered Quiz #002 on how to apply a permanent discounts on local orders to a customer’s account.
To learn how to print the detail items of a “long” invoice, see Tip #162 or click on this link http://wp.me/p24nOe-Qr