• Turn on the Discount Feature
    • Navigate to ADMIN » Maintenance » Data Maintenance » DiscountType (There must be at least one discount type record specified for this feature to work).
    • Add a record, give it a descriptive name, and put in discount percentage OR a discount amount. You want to make sure that at least one row is active.
  • Apply discount in quote
    • Click on “Add” on a quote line to apply discount.
    • Choose the correct discount type, and double check the discount amount.
    • The quote/order total will update, reflecting this discount amount.
  • Discounts defined on the quote/order worksheet will carry over to the order and the invoice.

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