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How to Set Up And Apply Discounts in Documents

Learn how to set up and use the discounts in Precoro documents.

TABLE OF CONTENTS

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

How to Set Up the Discounts

Go through the following steps to activate the Discounts feature:

  1. Go to Configuration → Basic Settings → Documents Setup tab → General settings section.
  2. Activate the Discounts box → Update. 


Now, you are able to add the discount needed for Purchase Orders or Invoices. 

How to Add Discounts

You can add discounts in documents in two ways:

  1. To a certain line item — use this option when the supplier gives a discount for a specific item.
  2. To the entire document — use this option when the discount applies to the document total.

Please note: Precoro now supports only percentage-based item-level discounts. 

Applying 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 and the discount percentage in the Discount field.

4. Save the changes.


Applying 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.

Please note: Previously created documents may still contain amount-based item-level discounts. Precoro keeps these discounts to preserve your existing document data.

You can still:

  • Delete amount-based item-level discounts in previously created documents,
  • Repeat documents while preserving amount-based discounts in items.

However, it is no longer possible to add new amount-based discounts to items or restore deleted ones.

Discount Removal

Automated

When you have deleted a Discount % from the last item line, so no other items in your document include them, the Discount % will be automatically removed from the document body.

💡 Please note: This function will work for the Purchase Order, Invoice, and Expense documents.

 

Manual 

You can delete the added discount from the whole document by clicking the delete icon next to the Discount %.

delete-discount


Or you can remove the added discount from the item line:

  1. Click the edit button on the necessary item line.

  2. Choose the delete icon next to the Discount to remove it.

  3. Save the edited item.

 

FAQs

How are discounts applied in OCR-processed documents?

Learn more about discounts in OCR documents here.