Discounts and bill sundries
Codify your commercial policy — who gets what discount, and which charges ride on top of the bill.
Discounts
The Discount master (Masters → Discount) stores your standing discount rules — by item, by item group, or by account. When you bill a party, matching rules pre-fill the discount on each line, so operators don't have to remember the deal you struck. Per-line overrides are always possible on the form.
- 1
Open Masters → Discount and choose Add
Pick what the rule applies to: an item, an item group, or a specific account.
- 2
Set the percentage
Enter the discount the rule should apply.
- 3
Save and test
Bill the relevant party once and confirm the line picks up the expected discount.
Bill sundries
Bill sundries (Masters → Bill Sundry) are amounts that sit on the bill, below the items: freight, packing, insurance, loading, round-off, or any deduction. Each sundry is defined once — whether it adds to or subtracts from the bill — and then appears as a pickable row in the sundries section of every transaction form.
| Example sundry | Direction | Typical use |
|---|---|---|
| Freight / Cartage | Adds | Delivery charged to the party. |
| Packing charges | Adds | Material and handling recovered on the bill. |
| Special rebate | Subtracts | Bill-level concession after items. |
| Round off | Either | Settles the grand total to a whole rupee. |
Where taxes fit
GST on your invoice comes from the items' tax rates and the transaction's sale/purchase type — you do not add GST as a manual sundry. Keep sundries for genuine commercial charges and deductions.
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