On the Commercial Discounts screen you can get information about your issued sales orders and give discount on them if desired. You can also filter the sales based on different criteria. The screen is divided into three main sections: Header (1), Filter (2) and Result (3).
Within the Header (1) you can find a blue magnifier button that’s used to show and hide the Filter (2) section.
When the Filter (2) section is shown, you can filter based on something specific like a Date range, Office, Trader, Shop, Client, Document Number, Tax Template, Groups, Brand, Search. Most of them are drop down menus where you can select your filters. The different options are described in the table below:
| Option | Meaning |
| Date range (From, To) | Allows you to filter your results based on the dates of the sales orders |
| Office | Allows you to pick the office from where the sales orders were created |
| Trader | Allows you to pick a trader from the drop down menu |
| Shop | Allows you to pick a shop for the sales orders |
| Client | Allows you to pick your client |
| Document Number | Allows you to search by typing the document number for a particular document |
| Tax Template | Allows you to pick the Tax Template |
| Groups | Allows you to pick a group from the drop down menu |
| Brand | Allows you to pick the brand of the products from the drop down menu |
| Search | Allows you to search for a particular document based on anything within the document |
After choosing the filters you want, you can use the grey magnifier button – , to apply your filters and get your results.
The Result (3) section will show you the sales that happened based on your filter criteria, one sales order on each row. The system will show you the results with the following columns:
| Column | Meaning |
| Document Number | Number of the order |
| Date | Document date |
| Type | The type of the document |
| Client | Shows the Client of the sales order |
| ID | Shows the ID of the document |
| Name | Shows the Name of the item |
| Brand | Shows the Brand of the item |
| Currency | Shows the selected currency |
| UM | Shows the Unit of Measurement selected |
| Quantity | Shows the quantity of the items |
| Unit Price | Shows the price per unit |
| Price | Shows the total price for all units |
| Discount Applied | Shows the discount applied to the order |
| Invoiced | Shows the invoiced documents |
| Completed | Shows the completed orders |
| Discount % | Shows the percentage of the discount based on the price |
| Unit Discount | Shows the discount per unit |
| Total Discount | Shows the total discount |
Plus a few extra buttons:
| Button | Mouse over text | Meaning |
 | More info | Shows you more information for the previous column, in this case the account file with aggregated information for this account |
 | Filter on account | Filters by account and will only show you the sales for this particular account |
If
you want to add discounts to the sales, you have to click on the
check boxes on the left side of every line or on the top left side of
the Results
(3) section to select all available lines and then an entry box and a
blue button will appear in the Header
(1) section.
You
have to manually type the percentage of discount you want to add and
then click on the blue button Commercial
discounts.
The discounts will be automatically calculated and added to the
Discount applied column only for the selected lines. When the button
is clicked, a reversal will be created by the system automatically
and then a credit will be issued for all the selected invoices.