Add discount or markup

In particular cases, you may need to change discount or markup value in a certain transaction. For these purposes, you can quickly add discounts right in the transaction. Kladana allows discounts adding for the following transaction types:

• Customer and Purchase Orders
• Customer and Purchase Invoices
• Shipments
• Receivings

Discounts in transactions are specified as a percentage of the selling price. You can add discounts only for one item in the transaction or choose several for adding discounts.

• Add discounts for one item
• Add discounts for several items

Add discounts for one item

1. In the Kladana workspace, select an appropriate transaction section.
2. Create or select a transaction you want to add discounts.
3. In the Discount column do one of the following:
   • If you want to add a discount, specify its value.
   • If you want to add a markup, specify its value as a negative number.
4. Click Save.

Add discounts for several items

1. In the Kladana workspace, select an appropriate transaction section.
2. Create or select a transaction you want to add discounts.
3. Select items in a transaction with checkboxes.
4. Click Discount and do one of the following:
   • Specify discount value in the Discount filed.
   • Specify markup value in the Add markup field.
5. Click Save.

In Kladana, you can also plan loyalty programs and manage promo campaigns.