The most 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, in %, is then automatically applied to all items of the given document.
Discount on a document item
Similarly to the discount in the document header, a discount can be entered in both sales and purchase documents. The discount is also set in %.
For items, you can set whether the discount from the document header should be applied or not. You can configure this by checking "Copy discount from document".
If a discount is set both in the document header and in the item, the header discount is applied first. The discount set on the item 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 will always be inserted into the document once the partner is added to sales or purchase documents.
You can find the discount in the "Business settings" section of the given address book record.
Documents subsequently created with this company will then contain the given discount.
A discount entered for a business partner is transferred in the same way to purchase documents as well, i.e., for example, to a received invoice from a supplier.
ℹ️ The discount is applied to the price determined by pricing. To avoid a double discount, you can set at the price level that the document discount should not be applied.
⚠️ If you change the company on an already created document, the prices and discount of previously inserted items are not automatically recalculated. The items must be inserted again.