Steps to Apply Global Discount in Sale order
- Go to the Sales ->Sales -> Quotations ->Create a new quotation ->Select customer and add products and save it .
- After saving the quotations the new field should be visible “Discount Applies to” : Order line or Global.
- Select global discount method as fixed price
- Add a fixed amount for a discount and save it.
- Discount applied successfully on quotation or sales order
- For percentage global discount select discount method percentage in new quotation
- Add a discount percentage and save it .
- Discount applied successfully on quotation or sales order
Steps to Apply Global Discount in Purchase order
- Go to the Purchase ->Purchase-> Orders->Request for Quotation ->Create RFQ ->Select vendor and add product and save it .
- After saving the quotations the new field should be visible “Discount Applies to” : Order line or Global.
- Select global discount method as fixed price
- Add a fixed amount for a discount and save it.
- Discount applied successfully on RFQ or purchase order
- For percentage global discount select discount method percentage in new RFQ
- Add a discount percentage and save it .