Add discount on an order

How to add discount on an order (not invoiced order)

Be aware:
Only SM & ASM are able to give a discount!
Only possible to use the discount button on products which are not invoiced yet!
You can use discount button only line per line!
C-collies don’t need a discount as they have no price!

Step 1
Enter the sales order you want to add a discount


Step 2
Mark the item-line the discount should be used on




Step 3
Press the 'Discounts' button




Step 4
Press “New” in the left corner to insert a discount for the item.

Fill out the lines “Subcode” and “Amount” (you can choose either “percentage” or “amount”).

Please enter a short note with an explanation why you want to give the discount in line “Text”.



Its possible to add several discounts for one item with the Discount function at the same time!


Step 5
Press 'Save' to register the discount on the order line.




Step 6
You can doublecheck if the discount has been added correctly

1. In the discount column in sales order 



2. After refreshing the order you can now see a balance in the order header caused by the discount
you added – don’t forget to pay back the amount to the customer :-D





Return Payment Policy
When we return money to our customers because they return items or make changes to their order, the
general policy is that we return the payment the same way it was paid.

• Payment by bank transfer – Return payment by bank transfer
• Payment by cash – Return payment by cash
• Payment by credit card – Return payment by credit card

The policy applies to all our payment methods.

If we have a situation where it is not possible to follow the policy, make sure to add a note about it on the
sales order. This could be a case where the order was paid by cash, but you do not have enough in your
petty cash to pay back the same way.

(If you do a return payment by bank – make sure to follow the correct steps from Handle return payments in D365 )