About Discount

Hi Everybody,

Why is discount not working in Quotation? 
Please check it out
Thank You



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Hello Khalid,

The discount% is applicable on Price List Rate of an item. If Item's Price List rate is blank, entering discount will not have any effect on the item's Basic Rate.

To pull Item's Price List Rate, you should:
  • Create Item Price master from:

    Item >> Add/Edit Item Price >> Add New

    Or

  • Make Price List Rate field in sales transactions editable from:

    Selling >> Selling Setting >> Allow editing Price List Rate.


Hope this helps.



On Tue, Mar 4, 2014 at 7:17 PM, Khalid Abdu Said <kh...@gmail.com> wrote:
Hi Everybody,

Why is discount not working in Quotation?
Please check it out
Thank You



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Thanks and Regards,

Umair Sayyed
www.erpnext.com
Ok Thanks

On Wednesday, March 5, 2014 1:50:34 PM UTC+3, Umair Sayyed wrote:
Hello Khalid,

The discount% is applicable on Price List Rate of an item. If Item's Price List rate is blank, entering discount will not have any effect on the item's Basic Rate.

To pull Item's Price List Rate, you should:
  • Create Item Price master from:

    Item >> Add/Edit Item Price >> Add New

                           Or

  • Make Price List Rate field in sales transactions editable from:

    Selling >> Selling Setting >> Allow editing Price List Rate.


Hope this helps.



On Tue, Mar 4, 2014 at 7:17 PM, Khalid Abdu Said <kh...@gmail.com> wrote:
Hi Everybody,

Why is discount not working in Quotation? 
Please check it out
Thank You



You received this message because you are subscribed to the Google Groups “ERPNext User’s Forum” group.

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For more options, visit https://groups.google.com/groups/opt_out.





Thanks and Regards,

Umair Sayyed
www.erpnext.com



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hi Umair, 

Is there a reason for this approach? It seems a bit confusing especially for Sales Users trying to apply a discount at the point of sale (in a scenario where Price List has not been setup).

Is there anything wrong with being able to apply a discount to the Basic ‎Rate? 


Kind regards,
Olawale Olowu
wa...@xavierltd.com
From: Umair Sayyed
Sent: Wednesday, March 5, 2014 11:50 AM
To: ERPNext User's Forum
Reply To: er...@googlegroups.com
Subject: Re: [erpnext-user-forum] About Discount

Hello Khalid,

The discount% is applicable on Price List Rate of an item. If Item's Price List rate is blank, entering discount will not have any effect on the item's Basic Rate.

To pull Item's Price List Rate, you should:
  • Create Item Price master from:

    Item >> Add/Edit Item Price >> Add New

                           Or

  • Make Price List Rate field in sales transactions editable from:

    Selling >> Selling Setting >> Allow editing Price List Rate.


Hope this helps.



On Tue, Mar 4, 2014 at 7:17 PM, Khalid Abdu Said <kh...@gmail.com> wrote:
Hi Everybody,

Why is discount not working in Quotation? 
Please check it out
Thank You



You received this message because you are subscribed to the Google Groups “ERPNext User’s Forum” group.

To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un…@googlegroups.com.

To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/d21b4c05-36a6-447a-9ade-5ac2af3fdd40%40googlegroups.com.

For more options, visit https://groups.google.com/groups/opt_out.





Thanks and Regards,

Umair Sayyed
www.erpnext.com



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To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un…@googlegroups.com.

To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/20140305144519.5308547.21194.5611%40xavierltd.com.

For more options, visit https://groups.google.com/groups/opt_out.

Hello Olawale,

Our upcoming version (4) will allow you to enter discount amount. This will be applicable on item's basic rate.


On Wed, Mar 5, 2014 at 8:15 PM, <wa...@xavierltd.com> wrote:
hi Umair,

Is there a reason for this approach? It seems a bit confusing especially for Sales Users trying to apply a discount at the point of sale (in a scenario where Price List has not been setup).

Is there anything wrong with being able to apply a discount to the Basic Rate?


Kind regards,
Olawale Olowu
wa...@xavierltd.com
From: Umair Sayyed
Sent: Wednesday, March 5, 2014 11:50 AM
To: ERPNext User's Forum
Subject: Re: [erpnext-user-forum] About Discount

Hello Khalid,

The discount% is applicable on Price List Rate of an item. If Item's Price List rate is blank, entering discount will not have any effect on the item's Basic Rate.


To pull Item’s Price List Rate, you should:
  • Create Item Price master from:

    Item >> Add/Edit Item Price >> Add New

    Or

  • Make Price List Rate field in sales transactions editable from:

    Selling >> Selling Setting >> Allow editing Price List Rate.


Hope this helps.



On Tue, Mar 4, 2014 at 7:17 PM, Khalid Abdu Said <kh…@gmail.com> wrote:
Hi Everybody,

Why is discount not working in Quotation?
Please check it out
Thank You



You received this message because you are subscribed to the Google Groups “ERPNext User’s Forum” group.

To unsubscribe from this group and stop receiving emails from it, send an email to erpnext-user-forum+un…@googlegroups.com.

To view this discussion on the web visit https://groups.google.com/d/msgid/erpnext-user-forum/d21b4c05-36a6-447a-9ade-5ac2af3fdd40%40googlegroups.com.

For more options, visit https://groups.google.com/groups/opt_out.





Thanks and Regards,

Umair Sayyed
www.erpnext.com



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For more options, visit https://groups.google.com/groups/opt_out.



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For more options, visit https://groups.google.com/groups/opt_out.



--
Thanks and Regards,
Umair Sayyed
www.erpnext.com

@umair Hi Any update on this matter?

Hello,

This feature is available in the current version. In the transaction, below tax table, in the additional discount section, you can apply discount over Net Total and Grand Total. This Discount Amount will be effective over Basic Rate of an item.

1 Like

@umair What I would like to do is give item discount in the “sales order item”, because some items in the same order are not discounted. currently it is hard coded for the price list rate, is there a way to have it discount on the new rate that is input? Thank you for your kindness.

Hello,

In the Sales Order Item table, discount can be applied on the Item’s Price List Rate only. If entering item rate manually, you should enter rate in the Price List Rate field only. You can make this field editable from:

Selling >> Setup >> Selling Settings

Check field “Allow user to edit Price List Rate in transactions”.

1 Like

@umair Awesome! I am thankful for your kindness.