How to Add Discounts to Sales Orders

1. The first step is to create a non-inventory part named something like ZZZDiscount. Navigate to Parts Lists Parts List
2. As an example, type in ZZZ as the PRC.
3. Add "DISCOUNT" as the part number and click Create.
4. Be sure to mark the prcpart as "Non-Inventory" on the part "Edit" screen.
5. Open the order you want to discount and click edit.
6. Click Add Line.
7. Change the Transcode to Charge and update the Qty to 1.
8. Select your non-inventory part, and add your desired discount as a negative value in the resale field. In our example, well issue a $200 discount.
9. Click Submit.
10. Preview the order PDF to confirm the discount line appears correctly. Click PDF on the left hand navigation.
11. Youll see the $-200 discount applied to our order.