Step 1: Configure the discount category

  • In the estimate window, click on the magnifying glass to the right of the product code to open the inventory.

 
 
  • In the inventory window, click on the magnifying glass to the right of the category.

 
 
  • If the “Discount” category has not been created (default = 50), click on the “+”.
  • Enter a category number: e.g., “50”.
  • In the category type, choose “REBATE”.
  • Add the description.
  • Save.
  • Click on the door icon to exit.

 


Step 2: Configure the discount product

  • Click on the “+”.
  • Enter the category number: e.g., “50”.
  • Enter a product number: e.g., “DIS”.
  • Add the description.
  • Save.
  • Click on the door icon to exit and return to the “Point of Sale”.

 


Note: You can also select tax option on your discount product
  • Non Taxable
  • Taxes included

 

 

Step 3: Add a discount to an estimate / invoice

  • In the estimate, add the discount product: e.g., “DIS” with a quantity of “-1”,

 
 
 
  • Click on F3 to view the estimate and verify the total at the bottom.




Step 4: Analyze the discounts given

  • Go to “Reports / Sales reports by product”.
  • Select a discount code or category: e.g., “50”.
  • Assign a date range.
  • Click on the printer to print the report.