How are discounts inserted in a sales document?
An amount discount that is inserted on sales lines if a certain combination of customer, item, minimum quantity, unit of measure, or starting/ending date exists. This works in the same way as for sales prices. A discount percentage that is subtracted from the sales document total if the sum of all lines on the document exceeds a certain minimum.
How to set up sales line discounts for customers?
To set up a sales line discount for a customer Choose the icon, enter Customers, and then choose the related link. Open the relevant customer card, and then choose the Line Discounts action. The Sales Type field is prefilled with Customer, and the Sales Code field is prefilled with the customer number. Fill in the fields on the line as necessary.
How to record special sales prices and discounts?
Choose the icon, enter Customers, and then choose the related link. Choose the customer, and then choose the Prices action. Fill in the fields on the line as necessary. Hover over a field to read a short description. Fill a line for each combination that will grant a special sales price to the customer.
How to set up sales prices and discounts for customers?
When you open the Sales Prices and Sales Line Discounts pages from a specific customer, the Sales Type Filter and Sales Code Filter fields are set for the customer and cannot be changed or removed. To set up prices or line discounts for all customers, a customer price group, or a campaign, you must open the pages from an item card.
How is the discount calculated on an invoice?
The discount is calculated based on all the lines in the sales document for items where the Allow Invoice Disc. field on the sales order line contains Yes. This is the default setting for items. Lines with item charges, for example, are not included in the calculation of the invoice discount.
How do you create automatic discounts in Shopify?
Create a percentage or fixed amount automatic discount From your Shopify admin, go to Discounts. Click Create discount. Click Automatic discount. In the Automatic discount section, enter a name for the automatic discount. For example, 15offnecklaces. In the Types section, select Percentage or Fixed