The most basic way to adjust a price is by applying a discount. In Flexi, discounts can be entered in several ways — directly within a sales or purchase document (or its line items), or for a specific business partner in the address book.
Discount in the Document Header
A discount in the document header can be entered manually in both sales and purchase documents. A discount entered here as a percentage is then automatically applied to all line items in the respective document.
Discount on a Document Line Item
Similarly to the document header discount, a discount can be set on individual line items in both sales and purchase documents. The discount is also configured as a percentage.
For each line item, you can specify whether the discount from the document header should be applied or not. This is controlled by checking the "Copy discount from document" option.
If a discount is set both in the document header and on a line item, the header discount is applied first. The line item discount is then calculated on top of the resulting price.
Discount for a Specific Business Partner
A fixed discount can be set for a business partner in the address book. This discount will automatically be included in any sales or purchase document once that partner is added to it.
The discount can be found in the "Business Settings" section of the relevant record in the address book.
Documents subsequently created for this company will then include the corresponding discount.
