In Flexi, a discount is normally entered as a percentage, whether in the document header, on its line item, or with a business partner in the address book. Sometimes, however, you need to provide a discount as a fixed amount in your currency, for example an agreed CZK 200 off the entire order. This guide describes how to record such a discount on both received and issued invoices. The procedure is the same in both cases; the only difference is that for a received invoice, you additionally allocate the discount into the stock prices.
ℹ️ If you're looking for a standard percentage discount, see the guide on discounts in the desktop application or in the web interface. For an overview of all the ways pricing is formed on a document, see the pricing hub.
Discount on a received invoice
On a received invoice, you receive the discount from your supplier, so it reduces your acquisition costs. For it to also be reflected in the inventory valuation, it needs to be allocated after the goods are received into stock.
In the Purchase – Received Invoices menu, record the individual goods items (button Add – Items), e.g., Item A (5x at CZK 100/piece) and Item B (3x at CZK 200/piece).
Also record the discount as an item. In the Name field, enter "Discount", and in the Total Price field, enter the discount amount as a negative number, e.g., "-200".
A goods receipt is generated from the received invoice (menu Goods – Receipts/Issues).
Now you need to allocate the discount. On the specific goods receipt, click the Services button and select Allocate Incidental Costs to Stock.
In the wizard, fill in the Costs to Allocate field (in our example, "-200") and choose the method of cost allocation.
Why allocate the discount
A discount entered as a separate document item reduces the total invoiced amount, but on its own it does not affect the inventory valuation. Without allocation, the goods would remain in stock at full price, and the actual cost would not match what you actually paid the supplier.
Allocation therefore applies exclusively to received invoices. For issued invoices, there is nothing to allocate, since the discount is provided from the sales price and the acquisition cost of the inventory remains unchanged.
Discount on an issued invoice
The procedure is the same as for a received invoice, except you skip the allocation steps. Let's illustrate this using the same example.
In the Sales – Issued Invoices menu, record the individual goods items (button Add – Items), e.g., Item A (5x at CZK 100/piece) and Item B (3x at CZK 200/piece).
Also record the discount as an item. In the Name field, enter "Discount", and in the Total Price field, enter the discount amount as a negative number, e.g., "-200".
A goods issue is generated from the issued invoice (menu Goods – Receipts/Issues). The valuation of the issue is based on the stock price; the discount does not enter into it, and you do not perform any allocation.
⚠️ A discount entered as a document item is not part of pricing. Therefore, price levels and any settings that suppress a document discount will not apply to it. It is simply a regular item with a negative amount.
💡 If you need to provide a fixed-amount discount on a regular basis and also need it reflected in your sales prices, we're happy to help you design the right setup. Write to us at podporaflexi@abra.eu.