How to Set Discount Master in Cross for Customers/Patients

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

  1. Go to the System Menu.
  2. Then Master Data> Discount Patient option.
Reference image:
Cross Dashboard Image

Process to Create Discount Master

  1. A Discount Master(Patient) window will appear in the next slide.
  2. Click on the Add option to create a new discount master.
Reference image:
Discount Master Image
  1. Here, you will see following options to set the discount:
    1. Category: To give category wise discount in sales invoice select category in the column.
    2. Patient: For giving discount on a particular patient while creating sales invoices. Then select patient in the column.
    3. Group: Select particular group to give discount product group wise.
    4. Product: Select product in the column to give discount on particular product.
Reference image:
Discount Option

Process 1: Apply discount on patient

  1. Select the Patient Name in the column.
  2. Enter the Discount percentage(%) in the column. (For example, you entered 20% discount on selected patient)
  3. Press OK to save the master.
  4. The discount will automatically apply to the product when you create a sales invoice for the same patient.
Reference image:
Patient Discount Master
After this, if you want to view applicable discount rate in the sales bill, then follow the steps below.
  1. Go to the Sales Menu> Retail Invoice option.
  2. Select the Patient name whose you created discount master.
  3. Select Product in the column. After selecting product, the Discount will automatically apply, as you can see in the below-given reference image.
Reference image:
Sales Invoice Window

Process 2: Apply discount on product

  1. First, select the Group name in the column.
  2. Select the Product Name on which you want to set discount.
  3. Enter the Discount percentage(%) in the column. (For example, you entered 15% discount on selected product)
  4. Press OK to save the master.
  5. The discount will automatically apply to the bill when you create a sales invoice for the same product.
Reference image:
Product Discount Master
  1. After saving it. Go to the Sales invoice window.
  2. Select the Patient name in the column.
  3. Select the Product Name for which you have created Discount master.
  4. 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.

  1. If you require support, please read: How to get online support (Guide & Video)
  1. To avail this facility, download our Latest Patch of Cross Software. Kindly read: How to Download Last Patch (Guide) to download the last patch.
  1. For more details, please make a ticket on swildesk.com.

Thanks
SWIL Team