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Adding a Discount Line Item
How To Add A Discount Line Item
There are two types of “Discounts” you can create in Teesom –
- Flat Retail Discount
- Percentage Based Discount
We will take you through how to create each type and how to add them to an Order in this Article
Create The Discount Sales Category
Before you create the Discount you will first need to create a Sales Category:
On the Company Setup:
- Click on “Lists”
- Expand “Sales Category”
- Select “New Sales Category” and name it “Discount”
Now go to the “Main Menu” -> select “Pricing & Product Settings” then click on “Other Charges“
Create a Percentage Based Discount
To create a Percentage based discount:
Click on “+ New Charge“.
On the “Other Charges” screen:
- Enter an “Item Code” this is essentially a shortened name for the Other Charge(Discount)
- Enter a “Description” this is the full name of the Other Charge(Discount)
- Select the Sales Category you created for the Discount
- Set the Tax code that will be used if it is Taxable or Not
- Select the Retail Mode:
- % of Order Value: Teesom will calculate the Retail of the Other Charge(Discount) by the percentage you set using the Total Value of the Order
- % of Job Value: Teesom will calculate the Retail of the Other Charge by the percentage you set using the Total Value of the Job it is on
- Enter a Negative Percentage Value ex -5
- Click “Save“
Please check with an accounting professional as to whether your discount line item should be taxable or non-taxable.
Create A Flat Retail Discount
To create a Percentage based discount:
Click on “+ New Charge“.
On the “Other Charges screen:
- Enter an “Item Code” this is essentially a shortened name for the Other Charge(Discount)
- Enter a “Description” this is the full name of the Other Charge(Discount)
- Select the Sales Category you created for the Discount
- Set the Tax code that will be used if it is Taxable or Not
- Set the Retail Mode to “Enter Retail”:
- Enter a Negative Value ex -5
- Click “Save“
Please check with an accounting professional as to whether your discount line item should be taxable or non-taxable.
so if you have 20 shirts then the Other Charge QTY will be 20
So if the Products total is $250 but you have a Flat Rate Discount of -50 and the Other Charge is "Built In" the Product row's line total will show $250
Add The Discount to an order
To add your Discount to an Order:
- Click on the (+)
- Select “Other Charge”
Select the Discount and then click “Submit”
