Discount Options

This page describes the Discount Options setting in the System module.


The Discount Options setting allows you to specify how discounts are to be calculated in Standard ERP (in Contracts, Invoices, Quotations, Sales Orders, Work Sheets and Project Budgets).

To open the Discount Options setting, first ensure you are in the System module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and double-click 'Discount Options' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Discount Options' in the 'Settings' list. The 'Discount Options: Inspect' window will open:

Choose the discount option that you need. For example, when a Discount of 10% is applied to a Unit Price of 200.00, the various calculation options will produce the following results:
200 - (200 x 10%) = 180

Margin Factor
200 x 10% = 20

Markup %
200 + (200 x 10%) = 220
The final option will apply the Discount percentage to Cost Prices, not Unit Prices. If the Cost Price is 150.00, applying a Discount of 10% will produce the following result:
Markup % on Cost Price
150 + (150 x 10%) = 165
Confirm the entry by clicking the [Save] button (Windows/macOS) or by tapping √ (iOS/Android). Alternatively, cancel it by closing the window using the close box (Windows/macOS) or by tapping < (iOS/Android).

Note that this setting does not affect Purchase Orders, Purchase Quotations or Purchase Order Contracts, which always use the 'Discount' method.


Settings in the System module:

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