How to Set, Process and Uses Sales Discount in RetailGraph ERP

Sales Discount Master

How to Add Sales Discount In SwilERP (RetailGraph) Software


What does the mean by Sales Discount?


In the SwilERP software, there is an option to add a sale discount for a particular customer or product. In this article, you can view how a business person can add a sale discount on their sales invoices through the SwilERP software. To do this process, firstly, you have to go to the Masters menu. Following the below easy steps to know the complete process:

Start with Login in the SwilERP dashboard to initiate the process:

  1. Go to the Masters menu.
  2. Select the Others > Sales Discount Master.

Reference Window:
SwilERP Dashboard Window

How to add a Sales Discount:

  1. Below window will appear; select the New tab to add a sales discount.
  2. There you can see all the sales discount details that you have created. 
  3. Users can also Edit/Print and Delete the previously created discounts.

Reference Window:



To add a Sales Discount:

  1. Here you can select the discount as per Customer/ Marketing Group/ Product Category/ Product/ Stock Location.
  2. The user can create the Customer, Marketing Group, Product Category, and Product with the new option in every tab.
  3. Enter the Qualifying Amount. (That means the bill amount should be equal to or maximum of the qualifying amount; only then will the discount apply).
  4. Select these details if you want a discount will run for the particular Date and Time.
  5. Enter the Trade discount in Percentage %.
  6. If you want to apply scheme discount, enter the Scheme or Scheme Disc Rs (Please select only one discount either scheme disc (Rs) or scheme disc (%)).
  7. To save the window, click on the Save button. 
  8. After that close this window.

Note: If you want this discount to apply only to a particular Marketing Company or Marketing Group/ Product Category/ Product and Stock Location so in this condition, you have to select these details, and if you leave all these columns blank, then the discount will be applied to all Marketing Company or Marketing Group/ Product Category/ Product and Stock Location.


Reference Window:

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