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Apply discounts to sales records

Apply discounts using amounts or percentages in quotes and orders, either at document level or product line level, and automatically view their impact on calculated totals.

Written by Training

Overview

Apply discounts to quotes and orders using amounts or percentages to automatically adjust the value of your sales records.

Discounts can be applied at both document level and individual product line level. You can also combine multiple consecutive discounts to match your sales processes.

Discounts are displayed directly within the sales record, making them easier to review and manage while creating or editing quotes and orders.

Before you start

Before applying discounts:

  • Make sure you have permission to create or edit quotes and orders.

  • Ensure the sales record contains at least one product line.

Note

Discount columns may not be displayed by default in the product table.

If you cannot see the discount fields:

  • Scroll horizontally using the scroll bar at the bottom of the table.

  • Or access additional columns from the table options menu (⋯).

Procedure

View discounts on product lines

  1. Open a quote or order.

  2. Locate the product table.

  3. Scroll horizontally using the bottom scroll bar.

  4. View the Discount (£) and Discount (%) columns.

These columns show the discount applied to each product line and help you quickly identify products with discounts applied.

Apply a discount to a sales record

  1. Open a quote or order.

  2. Scroll to the Discounts section.

  3. Enter either a discount amount or a discount percentage.

The system automatically calculates the equivalent value.

For example:

  • If you enter an amount, Sage Sales Management calculates the corresponding percentage.

  • If you enter a percentage, Sage Sales Management calculates the corresponding amount.

Add additional discounts

You can apply up to four consecutive discounts within the same sales record.

  1. Click Add discount.

  2. Enter the amount or percentage for the new discount.

  3. Repeat the process to add further discounts if required.

Each discount is displayed separately within the Discounts section.

Review the impact of discounts

As discounts are applied, Sage Sales Management automatically updates the calculated values of the sales record.

You can review at any time:

  • Subtotal.

  • Total discounts.

  • Taxable amount.

  • Taxes.

  • Total amount.

Mobile experience

You can also view and manage discounts from the iOS and Android mobile applications.

The experience is equivalent to the web application, allowing you to apply discounts using either amounts or percentages and automatically view the calculated values.

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Important

  • A discount applied to a product line cannot exceed the total value of that line.

  • Discounts applied to the sales record cannot result in a negative total amount.

Result

The discounts are applied to the sales record and all totals are automatically recalculated to reflect the final value of the transaction.

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