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Operations Menu - Recalculate Discount

If the Customer has a Discount Matrix, a discount percentage representing a quantity discount will be placed in the % field of each Quotation row automatically whenever you specify an Item and Quantity. This is used when calculating the Sum. If there is a Discount Matrix applying to the Quotation, it will be shown on the 'Del' card.

Discount Matrices allow you to apply quantity discounts automatically, based on value, quantity, weight or volume. If the Discount Matrix is one that uses Item Groups rather than Items and more than one Item from the same Item Group has been used in the Quotation, the discount for those Items should be calculated from the overall quantity for that Item Group. To do this, select 'Recalculate Discount' from the Operations menu once the Quotation is complete. You can also use this function if you change the Discount Matrix record itself before the Quotation is approved, to apply the Discount Matrix changes to the Quotation. You should save the Quotation before using this function.