Skip to main content

Automatic Discount

Automatic Discount works differentdifferently in Webatar tothan in the main system.

Setup automatic discount on customer setup

Debtors Module> Configuration> Debtor Setup> Account Details Tab

The tick indicates that this discount needs to be applied.  If a tick is off discount is not applied onto documents butor isline merely an indicator of discount wanting to give.items

There are three types of Discounts namely: 

  1. Line Discount
  2. Discount Matrix
  3. Document Discount

Line Discount

This allows a user to put a discount on a line item incase the user does not want to put discount on the whole document due to some line items that are permanently not discounted.

image.png


 


Document Discount

 WebaccountingHuge ERP system puts the discount on the whole document and not per line.

 Webatar quote puts the automatic discount per line

When Webatar syncs the quote document to main system, the discount is on the line

NOTE:

That when adding new items to the document in Webaccounting after a sync from Webatar.

There will be no discount applied to the new lines added.

This is because when you first open up the document in Webaccounting, discount is applied to the whole document.