Question

Discounts and/or Negative Quantity on Customer Order

  • 28 October 2020
  • 6 replies
  • 57 views

Badge +2

Is it possible for the customer order discount functionality to work with quantities instead/in addition to price? We have a customer that needs to be discounted a % of quantity, with the price remaining the same.

If not, is there a way to enter a negative sales quantity on an order line to show the “discount/credit” so it can all be invoiced together?


6 replies

Userlevel 5
Badge +12

Hi @hcskisaak 

The idea of a discount of quantity doesn’t make sense to me.

Can you explain what you are really trying to acheive?

Badge +2

@paul harland  Meaning, if I say I want a discount of 5%, I want 5% taken off the quantity, while the price is still the same. 

Current: 

  • Price = $100, Sales Quantity = 50, Net Amount = $5,000
  • Add a discount of 5% to the line
    • Price = $95, Sales Quantity = $50, Net Amount = $4,750

Desired:

  • Price = $100, Sales Quantity = 50, Net Amount = $5,000
  • Add a discount of 5% to the line for quantity
    • Price = $100, Sales Quantity = 47.5, Net Amount = $4,750

Or, is there a way to add a line with a negative quantity, so it is a credit?

  • Line 1: Product A, Price = $100, Sales Quantity = 50, Net Amount = $5,000
  • Line 2: Product A, Price = $100, Sales Quantity = -2.5, Net Amount = -$250
Userlevel 5
Badge +12

But why not simply change the quantity to 47.5?

What will this desired approach get you that you won’t get by changing the quantity?

Badge +2

Customer wants to see the full quantity less the discounted quantity.

Userlevel 5
Badge +12

I think you are going to have to do some work using the invoice layout to present this.

You could look at using one of the other quantity fields on the order line, e.g. Desired Quantity to hold the full quantity 50.

Alternatively you could create a custom field for your full quantity.

Badge +1

@paul harland  Meaning, if I say I want a discount of 5%, I want 5% taken off the quantity, while the price is still the same. 

Current: 

  • Price = $100, Sales Quantity = 50, Net Amount = $5,000
  • Add a discount of 5% to the line
    • Price = $95, Sales Quantity = $50, Net Amount = $4,750

Desired:

  • Price = $100, Sales Quantity = 50, Net Amount = $5,000
  • Add a discount of 5% to the line for quantity
    • Price = $100, Sales Quantity = 47.5, Net Amount = $4,750

Or, is there a way to add a line with a negative quantity, so it is a credit?

  • Line 1: Product A, Price = $100, Sales Quantity = 50, Net Amount = $5,000
  • Line 2: Product A, Price = $100, Sales Quantity = -2.5, Net Amount = -$250

Hi hcskisaak,

based on your scenario, you can use from Sales Promotions Functionality. A sales promotion is a sales incentive offered by you as a supplier to your customers. Sales promotions are applied to customer orders and sales quotations as negative charges. The deal has one or many buy conditions which define the required buying behavior and one or many get conditions which define the promoted parts you need to order. by using from this feature, you can offer other part with discount to customer.

 for example:  “Buy 2 pieces of Part A,  and get 50 % discount on 1 piece of Part B”. 

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