Discounts

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General

Discounts are used to reduce the price of an item and will be displayed on order documents for the customer's reference and awareness.

List View

Filters
Discounts may be sorted on Name, Type and Status by clicking the filter headers. You may filter for discounts that match specific criteria by typing a value in the text field or selecting an option from the drop-down list. Clicking the Clear Filters button will clear your search. Any filters that are applied in list view will carry over to the List Navigator on the profile page.
Quick Action
  • Delete Discount - Removes the discount record from the list view and archives the record in LOCATE. This action cannot be undone from the list view.

Clicking on a specific record takes you to the profile page of that discount.

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Discount Profile Page

The details and calculations of the discount are visible from this view. You may edit the discount information by clicking Edit Details.

Name
  • The discount name is displayed here.
Type
  • The type of discount is displayed here. The following discount types are currently available in LOCATE:
    • Generic - May be applied to any order type at either a line item or order level.
    • Sale Line - May only be applied to sales orders at the line item level.
    • Sale Order - May only be applied to sales orders at the order level.
    • Return Line - May only be applied to return orders at the line item level.
    • Return Order - May only be applied to return orders at the order level.
Status
  • The active status is displayed here and determines whether or not a discount may be used in LOCATE.
Taxable

The taxable flag determines at what point the discount should be applied in relation to calculating the sales tax.

  • Non-Taxable - Discounts are calculated against the selling prices before the sales tax is applied, reducing the total taxable amount of sales. This is the most common type of discount and includes purchase discounts, trade discounts, in-house special discounts, good customer discounts, quantity discounts and internet coupons.
Example:
Subtotal: $160
Discount: 10% off first purchase
Taxable Amount: $160 - $16 (10%) = $144
Tax: $144 x 0.09 (tax rate) = $12.96
Total Sale Amount: $144 + $12.96 = $156
Taxes Owed To State: $12.96
  • Taxable - Discounts are taken after the tax has been calculated on the full (un-discounted) selling price. Taxable discounts are things like manufacturer's coupons or any coupon, card discount, etc. that is reimbursable to the seller by a third party.
Example:
Subtotal: $160
Discount: $16 manufacturer's coupon
Tax: $160 x 0.09 (tax rate) = $14.40
Discountable Amount: $160 + $14.40 = $174.40
Total Sale Amount: $174.4 - $16 (coupon) = $158.40
Taxes Owed To State: $14.40

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Module Navigation Bar

Details

  • Displays information about the discount such as type and status, as well as the discount calculations and conditions.
  • Click Edit Details to make any modifications to the discount.
Discount Calculation

The discount calculation determines what actions are used when the discount is applied, and may one of the following:

  • Subtract a percentage of the resolved price
  • Subtract a fixed amount

There may only be one calculation on a discount.

Discount Conditions

The discount conditions are the parameters that must be met (or true) in order for the discount to apply. For example, if the part is #243F and it is purchased by a specific customer, apply this discount. Multiple conditions may be added to a discount.

  • The Advanced wizard may be used to create more complex conditions. For example, if a part name does not contain the letter B, apply this discount.

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Account Mappings

Discounts may be mapped to specific accounts in the chart of accounts on the Account Mappings sub-tab.

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Actions

  • Delete Discount - Removes the discount record from the list view and archives the record in LOCATE. This action cannot be undone from the list view.

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Create Discount

  1. Navigate to the Discounts Module and click New Discount.
  2. Fields
    • Name
      • Note that LOCATE reports will add the suffix 'discount' so it would be redundant to include the word discount in the name from a reporting perspective.
    • Discount Type - The discount type will dictate how the discount may be applied in LOCATE. For more information about discount types, click here.
    • Status - The discount can be set to Active or Inactive upon creation. Only active discounts can be applied to an order.
    • Taxable - Select whether or not the discount is taxable. For more information about taxable discounts, click here.
  3. Click Save.

You will be redirected to the discount profile page, where you may add a calculation, add discount conditions and set account mapping.

Add Calculation

  1. Navigate to the discount profile page.
  2. Click Add Calculation.
  3. Select the Adjustment:
    • Subtract a percentage of the resolved price
      • Starting Value - Select the value in LOCATE that the discount should be calculated against. For example, the price of the part (part.price).
      • Amount - Enter the percentage amount.
    • Subtract a fixed amount
      • Amount - Enter the fixed amount to subtract from the line item sub-total or order-level sub-total.
  4. Click Save And Close.

Advanced Calculation

If you would like to create a more complex calculation, proceed with the following steps:

  1. Navigate to the discount profile page.
  2. Click Add Calculation.
  3. Click Advanced.
  4. Fields
    • Field A - Choose the starting field.
    • Operation - Select the action that should occur to the starting field:
      • Add
      • Subtract
      • Multiply
      • Divide
      • NoOp
    • Field B (Static Value) -
    • Field B (Dynamic Field) -

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Add Condition

Discounts may be automatically applied if all of the chosen conditions are met. This feature may not be used with the Generic discount type; you must select a line item or order-level fee type.

  1. Navigate to the discount profile page.
  2. Click Add Condition.
  3. Fields:
    • Parameter - Select the parameter category. (Ex: Part). Note that this field is unnamed in LOCATE, and the selection changes based on the discount type (sales vs return orders, etc.)
    • Applied action - Choose the specific parameter. (Ex: Part ABC).
  4. Click Save And Close.

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Advanced Condition

If you would like to create a more complex condition, proceed with the following steps:

  1. Navigate to the discount profile page.
  2. Click Add Condition.
  3. Click Advanced.
  4. Fields:
    • Field A - Choose the starting field.
    • Comparison Operator - Select the type of comparison to make.
    • Field B (Static Value) or Field B(Dynamic Field) - Enter the data to which Field A should be compared. You may either enter a constant value (Ex: 10), or choose a dynamic field from LOCATE for which the value may differ (Ex: Part Price).

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Manage Account Mappings

  1. Navigate to the discount.
  2. Click onto the Account Mappings sub-tab.
  3. Click Edit next to the Sales Discounts Given Account.
  4. Choose the account from your chart of accounts to which you would like to record transactions for this discount.
  5. Click Save.

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Manage Discounts on Orders

Line Item Discount

To Add
  1. Navigate to the detail view of the order to which you would like to add a discount.
  2. Next to the appropriate line item, click the Edit drop-down arrow to the right.
  3. Select Add Discount.
  4. Select the name of the discount you would like to add.
  5. Click Apply.
  6. Click Close.

Once the discount has been applied, you will see a "D" badge next to the line item total. Hover over the badge to view the discount name, unit discount and total line discount.

To Edit/Remove
  1. Next to the appropriate line item, click the "D" badge next on the right.
  2. Click Edit or Delete next to the discount.
  3. If editing, click Save.
  4. Click Close.

Order-Level Discount

To Add
  1. Navigate to the detail view of the order to which you would like to add a discount.
  2. Next to the Order Discounts line in the Totals section, click the Add/Manage Discounts icon.
  3. Select the name of the discount you would like to add.
  4. Click Apply.
  5. Click Close.
To Edit/Remove
  1. Next to the Order Discounts line in the Totals section, click the Add/Manage Discounts icon.
  2. Click Edit or Delete next to the discount.
    • If editing, click Save.
    • If deleting, click Yes when prompted.
  3. Click Close.

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Delete Discount

Discounts may be deleted from the list view under the Quick Action Menu, or:

  1. Navigate to the discount you would like to delete.
  2. Click Actions, and select Delete Discount.
  3. When prompted, click Yes.

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