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This text refers to program version 8.1  

Operations Menu - Invoice - Recalculate Discount

This page describes the 'Recalculate Discount' function on the Operations menu in the Invoice record window. If you are using iOS or Android, the 'Recalculate Discount' function is on the Tools menu (with 'wrench' icon).

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Discount Matrices allow you to offer quantity discounts based on the value, quantity, weight or volume of each Item sold. If the Customer in an Invoice is one to whom you have assigned a Discount Matrix, a discount percentage representing a quantity discount will be placed automatically in the % field in each Invoice row whenever you specify an Item and Quantity. If there is a Discount Matrix applying to an Invoice, it will be shown on the 'Price List' card.

The 'Recalculate Discount' function will be useful in cases where the Discount Matrix is one that calculates quantity discounts based on Item Group quantities rather than Item quantities and you have used more than one Item belonging to the same Item Group in an Invoice. When you add a second Item from an Item Group to the Invoice, the discount for the first Item may be rendered incorrect because its calculation did not take the quantity of the second Item into account. Therefore, when the Invoice is complete, you should recalculate the discount of every Item. To do this, select 'Recalculate Discount' from the Operations menu (Windows/Mac OS X) or Tools menu (iOS/Android). You can also use this function if you change the Discount Matrix record itself, to apply the changes you have made in the Discount Matrix to the Invoice.

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The Invoice register in Standard ERP:

• Introduction
  

• Entering an Invoice
  

• Entering an Invoice - Examples
  

• Controlling Prices in Invoices
  

• Inspecting Invoices, Marking as OK and Posting to the Nominal Ledger
  

• Nominal Ledger Transactions from Invoices
  

• Error Messages
  

• Printing Invoices
  

• Accruals in the Sales Ledger
  

• Cash Notes in the Sales Ledger
  

• Credit Notes
  

• Operations menu, including:
  
  • OK
    

  • Print Proforma Invoices
    

  • Invoice Status
    

  • Customer Status
    

  • Item Search
    

  • Add Environment Tax
    

  • Change to Base 1
    

  • Connect to Prepayment
    

  • Recalculate Discount
    

  • Recalculate Weight and Volume
    

  • Update Currency Price List Items
    

  • Print Cash IN-OUT
    

  • Send to Fiscal Device
    

  • Edit Instalments
    

  • Resend E-Invoice
    

  • Open NL Transaction
    

  • Manager's Discount Override
    

  • Open Tax Matrix
    

  • Request Approval
    

  • Cancel Approval Request
  
  
• Create menu
  

• Row menu

Go back to:

• Home page for Sales Ledger manual
  

• Home page for Standard ERP manual

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