Discounts for Items on a Sales Custom Transaction
This topic describes the different ways you can apply discounts in sales custom transactions, whether automatically, at the line item level, or for the overall order. For more information about adding items, see Items Subtab of a Sales Custom Transaction.
You can apply discounts in the following ways:
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Automatically – Discount items and rates are set up during the promotion creation as a flat rate or a percentage. If they apply to the sales transaction, they're added automatically to the Discount Item and Rate fields. You can optionally change these entries. The Discount Item line in the Summary on the upper right corner of the page shows the promotion discount amount.
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On the Item line – After adding an item line, create a discount item code or select an existing code. This discount is applied to the item. The Rate and Amount and fields may fill in automatically. You can change these entries.
When you apply a line item discount, the discount appears as a separate line item. The amount is deducted directly from the Subtotal in the Summary on the upper right corner of the page instead of appearing as a discount on the Discount Item line.
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On the Items subtab, when SuitePromotions is enabled – In the Discount Item field, select a discount item. The Rate field is filled in automatically. The Discount Item line in the Summary on the upper right corner of the page shows the promotion discount amount.
You can apply both line item and overall order discounts to the same sales transaction. If you apply both discounts, two discounts are applied. The discount on the individual item is applied first and then the overall Discount Item field discount is applied to the remaining balance owing.
For more information, see Create or Verify Discount Item.
For information about other subtabs available for sales custom transactions, see Creating a Sales Custom Transaction Instance.