Editing Discounts
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| − | In orders and itemized invoices you can use two types of discounts. Item Discounts and Discounts. If you are syncing with QuickBooks, you need to make sure you have your discounts setup correctly. Then you can start applying discounts to orders. | + | In orders and itemized invoices, you can use two types of discounts. Item Discounts and Discounts. If you are syncing with QuickBooks, you need to make sure you have your discounts setup correctly. Then you can start applying discounts to orders. |
== Set discount to be taken either before or after tax == | == Set discount to be taken either before or after tax == | ||
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<br>1. Open QuickBooks | <br>1. Open QuickBooks | ||
<br>2. Click '''Lists''' >''' Item List''' to open your Item List. | <br>2. Click '''Lists''' >''' Item List''' to open your Item List. | ||
| − | <br>3. Open the '''SMP_Discount''' item. | + | <br>3. Open the '''SMP_Discount''' item. |
| − | <br>4. Set the '''tax code''' on the | + | <br>4. Set the '''tax code''' on the SMP_Discount item. |
<br>- If the item is non tax, then the discount is taken after tax. | <br>- If the item is non tax, then the discount is taken after tax. | ||
<br>- If the item is taxable, then the discount is taken before tax. | <br>- If the item is taxable, then the discount is taken before tax. | ||
<br>[[File:SMP_Discount_Tax.png]] | <br>[[File:SMP_Discount_Tax.png]] | ||
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== Discounts == | == Discounts == | ||
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<br>You can also check '''Discount Rate''' and enter a discount percentage. The '''Discount''' field will populate with the discount amount. | <br>You can also check '''Discount Rate''' and enter a discount percentage. The '''Discount''' field will populate with the discount amount. | ||
| + | <br>[[File:DiscountRate_OrderTotal.png]] | ||
<br>'''Note''' - If you uncheck Discount Rate, the Discount field stays populated. You will need to delete the amount out of the Discount field. | <br>'''Note''' - If you uncheck Discount Rate, the Discount field stays populated. You will need to delete the amount out of the Discount field. | ||
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== Item Discounts == | == Item Discounts == | ||
| − | You can also enter a discount to be applied to the order in the items you are adding. Below is a screenshot of the '''Add Item to Order''' window. At the bottom there is a '''Discounts''' section. You can enter a dollar or percent discount. The discount does not change the price on the item | + | You can also enter a discount to be applied to the order in the items you are adding. Below is a screenshot of the '''Add Item to Order''' window. At the bottom there is a '''Discounts''' section. You can enter a dollar or percent discount. The discount does not change the price on the item. The discount shows on the Totals tab in the''' Item Discounts''' field. |
<br>[[File:ItemDiscount_OrderTotalsTab.png]] | <br>[[File:ItemDiscount_OrderTotalsTab.png]] | ||
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== Discounts on Invoice in QuickBooks == | == Discounts on Invoice in QuickBooks == | ||