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
- In the Kladana workspace, select an appropriate transaction section.
- Create or select a transaction you want to add discounts.
- 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.
- Click Save.
Add discounts for several items
- In the Kladana workspace, select an appropriate transaction section.
- Create or select a transaction you want to add discounts.
- Select items in a transaction with checkboxes.
- Click Discount and do one of the following:
- Specify discount value in the Discount filed.
- Specify markup value in the Add markup field.
- Click Save.
In Kladana, you can also plan loyalty programs and manage promo campaigns.