Discounts and bill sundries

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. 1

   Open Masters → Discount and choose Add

   Pick what the rule applies to: an item, an item group, or a specific account.

2. 2

   Set the percentage

   Enter the discount the rule should apply.

3. 3

   Save and test

   Bill the relevant party once and confirm the line picks up the expected discount.

Modifying discounts and tracking changes

Masters → Discount → Modify Discount is a two-part workspace. The Edit discounts tab finds rules by account, item group, or item, and lets you change them one row at a time or in bulk — with a running count of unsaved changes and Ctrl+S to save everything at once. The Change history tab keeps a permanent register of every discount change: who changed it, when, what the old value was, and what it became.

1. 1

   Find the rules you want to change

   Pick a search mode (account, item group, or item), choose from the suggestions, and load the matching rules. Use the filter box to narrow long lists.

2. 2

   Edit inline or in bulk

   Type new percentages directly in the table, or use the Bulk edit card to apply one value to all selected rows. Rows marked Unsaved are not stored until you save them.

3. 3

   Review the change history

   Switch to the Change history tab to see every change in the chosen period — created, updated, and deleted rules, with old → new values, the user who made the change, and whether it came from manual editing or a file import.

4. 4

   Export the register

   Filter the history to what you need — by period, action, source, user, or free text — and choose Export Excel. The file contains exactly the rows you see, with old and new values in separate columns.

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.