How to Set Discount Master in Cross for Customers/Patients
How to Set Discount Master in Cross Software for Customers/Patients
In Cross software, a new feature has been added of discount master. This option allows users to set the sale discount(%) on a particular Category, Patient, Group or Product by creating discount master. After creating discount master, this will automatically apply when creating a sales invoice. Which means if you create discount master for a particular product, then whenever you sell that product, the discount(%) will automatically apply to the bill. Do follow the below-given easy steps to know the process.
Note: Install the latest version of Cross software before doing this process.
Start with login in Cross to initiate the process
- Go to the System Menu.
- Then Master Data> Discount Patient option.
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Cross Dashboard Image Process to Create Discount Master
- A Discount Master(Patient) window will appear in the next slide.
- Click on the Add option to create a new discount master.
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Discount Master Image - Here, you will see following options to set the discount:
- Category: To give category wise discount in sales invoice select category in the column.
- Patient: For giving discount on a particular patient while creating sales invoices. Then select patient in the column.
- Group: Select particular group to give discount product group wise.
- Product: Select product in the column to give discount on particular product.
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Discount Option Process 1: Apply discount on patient
- Select the Patient Name in the column.
- Enter the Discount percentage(%) in the column. (For example, you entered 20% discount on selected patient)
- Press OK to save the master.
- The discount will automatically apply to the product when you create a sales invoice for the same patient.
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Patient Discount Master After this, if you want to view applicable discount rate in the sales bill, then follow the steps below.- Go to the Sales Menu> Retail Invoice option.
- Select the Patient name whose you created discount master.
- Select Product in the column. After selecting product, the Discount will automatically apply, as you can see in the below-given reference image.
Sales Invoice Window Process 2: Apply discount on product
- First, select the Group name in the column.
- Select the Product Name on which you want to set discount.
- Enter the Discount percentage(%) in the column. (For example, you entered 15% discount on selected product)
- Press OK to save the master.
- The discount will automatically apply to the bill when you create a sales invoice for the same product.
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Product Discount Master - After saving it. Go to the Sales invoice window.
- Select the Patient name in the column.
- Select the Product Name for which you have created Discount master.
- After selecting product, the Discount will automatically apply, as you can see in the below-given reference image.
Reference image:
Sales Invoice Window Note: From the above-given steps, you can easily create discount masters to give sales discount.