The basic way to adjust a price is a discount. In Flexi, you can enter a discount in several ways: directly on a sales or purchase document (or on its line items), or for a specific business partner in the address book.

You can enter a discount in the document header manually on both sales and purchase documents. A discount entered this way, as a percentage, is then applied automatically to all line items of the document. You can find the Discount [%] field in the lower part of the document, in the Total block.

Similarly to the discount in the document header, you can enter a discount on both sales and purchase documents. This discount is also set as a percentage. You can find it in the line item details (the pencil icon next to the line item) in the Item discount [%] field.

For line items, you can set whether the discount from the document header should be applied. To enable it, select the Apply document discount checkbox. Next to it, you can see which document discount applies to the item (the Document discount [%] field).

If a discount is set both in the document header and on its line item, the header discount is applied first. The discount set on the line item is then calculated from this newly calculated price. For example, an item priced at CZK 1,500 with a 20% discount in both the header and the line item comes to 1,500 → 1,200 → CZK 960.

For a business partner in the address book, you can set a fixed discount, which is always inserted into a sales or purchase document once the partner is added to it.

You can find the discount in the company details on the Business settings tab, in the Discount [%] field.

Any documents subsequently created with this company will then include the corresponding discount.

A discount entered for a business partner is carried over in the same way to purchase documents, for example to a received invoice from a supplier.