Discount Type

Introduction

Path: Admin > Finance > Discount Type

A discount type is a type of discount that you give to your customer at the time of billing. The Discount Type page maintains a list of discount types. Once you add a discount type with this page, it will appear under Admin > Finance > Billing Configuration > New Billing Configuration > Discount Types tab. You can see existing discount types in the Discount Type page. This page is also called Discount Type listing page.


Searching for a discount type

You can search for a discount type using one or more of the following search criteria:

  • Name

  • Discount Type

  1. Navigate to Admin > Finance > Discount Type. The Discount Type page opens.

  2. Name: Enter the name of the discount type that you wish to search for.

  3. Discount Type: Select Check All to select all available discount types or select the appropriate discount type to search for.

  4. Click Search. The search results will be displayed. To clear the search results, click Clear Search.

Creating a discount type

  1. Navigate to Admin > Finance > Discount Type. The Discount Type page opens.

  2. Click New. The New Discount Type page opens.

  3. Name: Enter an appropriate name for the discount type.

  4. Value: Enter a numerical value. Remember this value is related to the Discount Type radio button that you will be selecting next. Depending on what you select, it will be read as an amount or as a percentage. Imagine you have entered 20 and then selected the amount. The amount will be read as $20 given as discount for the total amount calculated later elsewhere.

  5. Discount Type: Select either Amount or Percentage.

  6. Income Account: Map this discount type to an income account by selecting the appropriate income account from the dropdown.

  7. Expense Account: Map this discount type to an expense account by selecting the appropriate expense account from the dropdown.

  8. Taxable: By default, the Not Taxable is selected. If you want the discount type to be currently taxable, select Taxable.

  9. Click Save. If you want to cancel everything that you have entered and/or selected so far, click Cancel. Clicking Cancel will take you to the Discount Type listing page.

Editing a discount type

  1. Navigate to Admin > Finance > Discount Type. The Discount Type page opens.

  2. Click the discount type that you want to edit. The Discount Type page opens in edit mode.

  3. Make changes wherever you want.

  4. Click Save. If you want to cancel everything that you have entered and/or selected so far, click Cancel. Clicking Cancel will take you to the Discount Type listing page.

Deleting a discount type

  1. Navigate to Admin > Finance > Discount Type. The Discount Type page opens.

  2. Click the discount type that you want to delete. The Discount Type page opens in edit mode.

  3. Click Delete on the top. BMS asks for confirmation.

  4. Click Yes. The discount type is deleted.

Saving a customized view

The grid that you see beyond the search area shows the default view; however, you can customize a view and save it. You can then click the saved view and the grid will show the customized view with selected columns.

  1. Navigate to Admin > Finance > Discount Type. The Discount Type page opens.

  2. Click the Column Chooser (open book) icon which is next to the settings icon. The Column Chooser window opens.

  3. Select as many columns from the left and click the right arrow or just slide them to the right.

  4. Click Save. The additional columns will now appear in the grid.

  5. Click the sprocket (settings) icon and then click Save As.

  6. Enter a name for your customized view.

  7. Public: Click Yes or No according to your choice. If you select Yes, the view will be made public. If you select No, the view will be made private.

  8. Default: Click Yes or No according to your choice. If you select Yes, the view will be made the default view. If you select No, the view will not be made the default view.

  9. Click Save. You will now see that the name of the view has been added to the Views dropdown.

Sharing a customized view

You can share your custom view with others. Once you create a custom view, other options will appear as dropdown in the settings icon.

  1. Navigate to Admin > Finance > Discount Type. The Discount Type page opens.

  2. Select the view from the view dropdown.

  3. Click Share. The Share View window opens. You will see two tabs - Queues and Employees. The Queues tab is open by default. You can use one of the tabs or both the tabs.

  4. Queue: Select a queue from the dropdown and click Add. The queue is added to the list below.

  5. Click to select the relevant checkboxes.

  6. Click Save.

  7. If you wish to share the view with certain employees, go to the Employee tab.

  8. Employee: Enter the first few letters of the employee. The employee name appears.

  9. Click Add. The employee name is added to the list below.

  10. Click to select the relevant checkboxes.

  11. Click Save. The customized view is shared with the selected employee. If you want to cancel everything that you have entered and/or selected so far, click Cancel. Clicking Cancel will take you to the Discount Type listing page.

Exporting the grid

You can export the grid as an Excel file. The grid might contain several pages in some cases depending on the number of discount types that you have created. You can export the current page or all the pages together as an Excel file.

  1. Go to Admin > Finance > Discount Type.

  2. Click Export > Current Page or All Pages.

  3. In the Save As window, enter an appropriate file name.

  4. Click Save. You will see a downloaded Excel file at the top right corner of your browser. This file contains tabular data from the grid.