- 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.
