Setup Discount Categories

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D4W/PSS has the ability to categorise discounts so that reporting is more accurate for financial analysis. There is also a report that will show the total discounts entered into invoices over a specified period of time.

  1. Go to Location Setup > System Tables tab

  2. System Tables: Discount Categories

    1. Discount: This is the default discount category 

    2. Click Add to add more categories      

      1. Name: Enter the name of discount

      2. Active: Tick to enable others to use it
      3. Default: Tick if this expense is the most commonly used

      4. Show On Invoices: Tick if the discount is to be shown in Invoices

Discount Categories Report

 

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