Setup Discount Categories

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D4Web has the ability to categorise discounts so that reporting is more accurate for financial analysis. There is also a report that will show the total discounts entered into invoices over a specified period of time.

  1. Click the navigation menu > Location Setup > System Tables page

  2. System Tables: Discount Categories

    1. Click ADD to add more categories
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        1. Name: Enter the name of discount

        2. Active: Tick to enable others to use it

        3. Default: Tick if this expense is the most commonly used

        4. Show On Invoices: Tick if the discount is to be shown in Invoices

Links:

Discount Categories Report

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