The basic way to adjust a price is a discount. In Flexi, this can be entered in several ways - directly within a sales or purchase document (or its items), or for a specific business partner in the address book.
Discount in the document header
A discount can be manually entered in the header of both sales and purchase documents. A discount entered this way, expressed as a percentage, is then automatically applied to all items of the given document.
Discount on a document item
Similarly to a discount in the document header, a discount can be entered for both sales and purchase documents. This is also set as a percentage.
For individual items, you can set whether the header discount should also apply to them or not.
If a discount is set in both the document header and its item, the header discount is applied first. The item's discount is then calculated from this newly calculated price.
Discount for a specific business partner
For a business partner in the address book, you can set a fixed discount that is always applied automatically once the partner is inserted into a sales or purchase document.
The discount can be found in the "Business settings" section of the given record in the address book.
Documents subsequently created with this company will then include the corresponding discount.
The discount entered for a business partner is carried over in the same way to purchase documents as well, for example to a received invoice from a supplier.
ℹ️ The discount is applied to the price determined by pricing. To avoid applying the discount twice, you can set the price level so that the document discount is not applied.
⚠️ If you change the company on an already created document, the prices and discount of previously inserted items will not be automatically recalculated. The items must be inserted again.