How to Apply Discounts in Documents

Discounts can be applied to a Line Item or to the entire document in a PO or an Invoice. 

TABLE OF CONTENTS

• How to Add a Discount to a Certain Line Item
• How to Apply a Discount to the Entire Document

How to Add a Discount to a Certain Line Item

1. Open the document → find the Line Item to be discounted and click Edit.
2. Click “+” in the Discounts column to add a discount row.
3. Enter the discount name, select the type of discount you want to apply to the items (% rate or amount) → Save.

Once all the discounts are added to Line Items, Precoro will automatically calculate the discounts before taxes and you will see the total discount sum per item and document.

How to Apply a Discount to the Entire Document

1. Open the document → click “+” to add a discount field.
2. Enter the discount name and the amount in % → Save changes.
3. Confirm the document to apply the discount.

Once done, Precoro will automatically calculate the discounts before taxes and show the total discount sum per Line Item and document.