Introduction

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

It might be that your supplier has added Discount to their catalogue in which case you should add it as a catalogue item. This is for adding it when it's not in the catalogue.

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

Navigate to the Requisitions dashboard, and select Orders Outstanding:

2. Click on an order number or date to start the booking off process. Please note you may not have all of the options you see below activated, eg the Unit Price column and the Back Order button.

3. Click Add Non Catalogue Items at the top - 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, you have a new line added to the order using the name description you entered:

5. Book Off as normal and see this new line has carried through into your invoice/estimate

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