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. QB discounts do not transfer to SME
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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.
  
 
== 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>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.  
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<br>4. Set the '''tax code''' on the '''SMP_Discount''' item.
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<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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<br>'''Note''' - If you set a different discount bucket in SQLink, check the tax code on that item instead of the SMP_Discount Item.
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<br>Note-If you set a different discount bucket in SQLink, check the tax code on that item instead of the SMP_Discount Item.
 
<br>[[File:DiscountBucket.png]]
 
<br>[[File:DiscountBucket.png]]
  
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<br>You can enter a percent discount in the item as follows:
 
<br>You can enter a percent discount in the item as follows:
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<br>[[File:ItemDiscount_Percent.png]]
 
<br>[[File:ItemDiscount_Percent.png]]
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<br>When the order is invoiced and synced with QuickBooks, the '''Item Discount''' is passed through SMP_Item unless you changed in SQLink. (image below)
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<br>When the order is invoiced and synced with QuickBooks, the discount is passed through your Discount Bucket item, usually the SMP_Discount Item unless changed.
 
<br>[[File:ItemDiscountOnQBInvoice.png]]
 
<br>[[File:ItemDiscountOnQBInvoice.png]]
  

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