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Configure discount/surcharge over invoice total

You can specify that the sales contacts must order a minimum invoice amount. If they order less, Profit can automatically calculate a surcharge.

Description

By using Discount/surcharge over invoice total, you can automatically calculate these surcharges.  This example details the use of surcharges on invoices. You can also use this example for 'small order costs' (costs you charge for orders with a low order value).

Procedure
  • Activate a combined discount over the invoice total

    Before you can work with Discount/surcharge over invoice total, you must activate this function.

  • Authorise a menu item

    After you have activated the Discount/surcharge over invoice total function, you must authorise specific users so that they can add these discount scales.

  • Modify the entry layout

    If you want to see the invoice discount while entering orders, packing slips or invoices, you must include the Discount/surcharge over invoice total field in the entry layout. You can add this field to the 'Footer'.

  • Change an invoice layout

    You include the Discount/surcharge over invoice total field in the invoice layout.

  • Add discount scales

    If you are authorised to do so, you can add discount scales for invoice totals.

  • Link a discount scale to a sales contact

    You link the discount scale for invoice total that you have added to a sales contact.

Process

Price/discount

Work area

sales