Adding a discount when booking off

Introduction

This guide explains how users can add a discount to an order when booking off

Assumptions

The user is using Requisitions and Orders Outstanding

Non Catalogue Items is activated as an option

Where to find this

Outlet > StORM > Requisitions > Orders Outstanding (some clients may see the module name as Stocktaking not StORM)

Step-by-Step guide

1. Click on an order number or date to start the booking off process
2. Click Add Non Catalogue Items at the top
3. Type in a Description, eg Discount, select a purchasing category and department, add a product code (this doesn't have to be a real code) and complete the quantity and price fields as required. To add a discount, enter a negative sign before your price
4. Click Add Non Catalogue Item
5. See you have a new line at the bottom of the order
6. Book Off as normal and see this new line has carried through into your invoice/estimate