How to give discounts in Sales in RetailEasy On Cloud
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With TruePOS, you can drive your business sales through product discounts and cash discounts. While creating Sales Quotation, Sales Order, Delivery Note or Sales Bill, you can give discounts to your customer
Item Discounts
During sales, TruePOS allows to enter item wise discounts either in percent or in amount. The Item Discount is a deduction from the total Net Sell Price of the amount.
The formula used for calculating an Item Discount is
Net Amount of Item = (Sell Price - Item Discount) + Tax |
Bill or Cash Discounts
After adding all the items with or without discounts, you can specify the Cash Discounts; the Cash discount is a deduction from the bill total from the Customer.
The formula used for calculating the Cash Discount is
Total = Sum of Net Amount - Cash or Bill Discount Item Discounts |
Steps to enable Item Discounts in Sales
Click Tools > Configurations > Business Configurations > Outward > Enable Discount Checkbox.
Select any one of the value from the Discount Column list.
Allow to Edit - To allow changing the discount in Sales Quotation, Sales Order, Delivery Note and Sales Bill.
Dont Show - To hide the Discount% and Discount columns from the tabular grid in Sales Quotation, Sales Order, Delivery Note and Sales Bill.
Not Allow to Edit - To allow only viewing the Discounts.
Press F4 or Click Update.
To specify a Item Discount% or Discount Amount during billing (applicable only when Discount Column configuration is Allow to Edit.
Specify the Item Code or press ENTER in Code to select from the pop-up screen.
Specify the Qty and press ENTER.
Click either on Discount % or Discount Amount and specify the value. Press ENTER to apply the discount.
Press F6 or Click Save.
Bill or Cash Discounts
To specify the Cash Discounts
Specify the Item Code or press ENTER in Code to select from the pop-up screen.
Specify the Qty and press ENTER.
Specify the item Discount % or Discount Amount, if any.
On the right pane, specify the Cash Discount % or Discount Amount.
Press F6 or Click Save.
FAQ
1) The "Discount" configuration is set as "Allow to edit" and all type of discount is editable except "Item wise discount amount"?
Answer - It is because "Validate discount based on salesman access rights" configuration is enabled in business configuration. The validation will be disc % based hence the item disc amount will not be editable if this configuration is enabled. You can disable that configuration if you want to provide item discount amount in sale bill.
2) The bill Disc amount is getting rounded off. For example if an item rate is Rs. 1599 and if bill disc amount is provided as 99, then it is getting rounded off to 98.98?
Answer - Always we consider the discount based on discount %. If the discount amount is provided instead of %, the disc amount will be rounded off, inorder to arrive at approximate disc %. The round off will be around 0.01 only and not in greater amount. Hence the amount 99 is getting rounded off to 98.98 to arrive an approximate percent
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