How to apply discounts to a sale

Apply a global percent discount or currency discount line to a sale.

Published on 06/27/2022Hind Andaloussi

Sales, whether created on the app or imported from a cash register software, can observe discounts in % or currency.

The global discount

The overall discount is applicable to the entire sale as a percentage.

  • It can be seen in the banner of totals at the top of the sale.
    - We can see the new mention "Discount" as well as the value in %.
    - We observe the calculation on the turnover and the gross margin.
  • If this is applied to a sale imported from a cash register software, it will rather appear as a discount line + currency, among the different sales lines.

To apply a global discount:

Go to the list of sales, accessible in the  Sales  tab of the main menu

  1. Select the sale subject to the discount.
  2. In the other actions drop-down menu, select Configure delivery
  3. Enter or edit the discount value in % .
  4. Validate by clicking on  Add discount

The discount line

The discount line is applicable within the currency sale.

  • It is observable among the sales lines.
  • It can be observed on the turnover calculation and the gross margin of the sale present in the header banner.
  • It is indicated by a small green pictogram, then by its discount type category .

To apply a discount line:

Go to the list of sales, accessible in the  Sales  tab of the main menu

  1. Select the sale subject to the discount.
  2. Click on  Add a discount line  via the " + " at the bottom left
  3. Enter the name of the rebate
  4. Then the value in € (or other currency)
  5. Validate by clicking on  Add discount