1. 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.
2. 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.
3. Discounts defined on the quote/order worksheet will carry over to the order and the invoice.