Item Wise Discount Entry

Item Wise Discount Entry

Item Wise Discount Entry

Purpose: 

To define the maximum allowable discount percentage for each item based on location. When a discount applied during a sales transaction exceeds the defined limit, the system will automatically mark the bill as a “Hold Bill.”

A Hold Bill cannot be recalled until the approval or rejection process is completed. Once the approval manager approves the requested discount, the hold bill can be recalled and saved. If the request is rejected, the applied discount will be automatically reset to zero for the hold bill.

Prerequisite:
From the Dashboard, navigate to Tools → Configuration → Business Configuration, and enable “Validate Discount based on Salesman Access Rights to be Approval in Screen.”


Steps to perform Item Wise Discount Entry :-

1. Navigate to Master --> Item Wise Discount Entry.


2. Open Item Discount Entry screen.
  1. Select the Branch
  2. In search field, you can enter the Item Code.
  3. Enter the Maximum Discount for the Item.
  4. Click Save.


3. In Sales transaction,if the customer enters a discount percentage greater than the defined maximum discount limit, the system will automatically mark the bill as a Hold Bill
  1. ​Navigate to Sales → Sales Bill.
  2. ​Enter the customer details in the Sales Bill screen.
  3. ​Select the item.
  4. ​Enter the quantity.
  5. ​Enter the Item Discount (%) greater than the defined Maximum Discount (%).
  6. ​Click Save.



The user’s reporting manager will receive a notification and an email sent to their registered Email ID.





NotesNote: You can verify the Hold Bill details in the Hold Bill Detail Report.

Steps to Perform Item Discount Approval by Reporting Manager :-

1. Navigate to Sales --> More -->Click  Item Wise Discount Approval


2. Open the Item Discount Approval screen to approve the bill number.

  • Select the required Location.

  • Click Approve next to the respective Bill No.



3. Once the bill details are displayed, enter the Remarks and click the Approve button.




4. Once approved, user will receive a notification and an email sent to the User registered Email ID.





5. Once you get the Approval message , navigate to  Sales --> Sales Bill.
  • Click F5 Recall.

6. Select the bill number which you want to recall.


7. Click Save.




Frequently Asked Questions (FAQ):
Q1. While recall, why the below given popup displayed?


When you click the Recall button in the Sales Bill screen and then click Clear or reload any data without saving, the hold bill cannot be recalled again.
You’ll need to create a new Sales Bill, which is why this message appears.

Q2. What happens if the reporting manager rejects the maximum discount %?

If the reporting manager rejects the maximum discount %, the discount percentage will automatically reset to zero in the Sales Bill screen.



Q3. Why is the Item Disc% not applied in the Sales Bill screen, even though it is declared in the Item Master screen?

Ensure that the “Auto Load Discount from Master” option is enabled in the configuration settings.

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