We are needing to add a discount to each line item on an order. Each line item is a charge rather than a build. The customer wants to see each line breakdown rather than a “discount” line rolled up at the bottom of the order. If the order is already in the works, how do I add a discount percentage per line?
Edit: This won’t be a permanent discount. This is just for this order.
Hey Christie,
The quickest way to do this is at the quote level. Unfortunately once that gets committed to an order, we don’t allow you to change every line because typically that’s after you get PO from a customer for an agreed upon amount.
I would delete/close this order, clone the original quote, and “Change All Lines”:
From here we allow you to add a discount percentage to all lines.
- Cetec ERP Support
Wonderful thank you!
Replying back in. I do not see this option listed for me… I closed/deleted previous order and started over as advised.
I figured it out. I had not actually added discounts under the Data Maintenance For DiscountType area of the system. Thank you for the help!
You beat me to the punch! I am glad that you figured it out - apologies for not checking that in your environment before we responded. Please let us know if you need anything else moving forward.
Sincerely,
Cetec ERP Support
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