Selling and buying

How Gigoo handles discounts for customers and suppliers

Give a customer money off a line or a whole quotation, order or invoice, with approval above the limit you set. Record a supplier's discount after the bill, and it lowers the cost of the goods you still hold.

Go to Operations › Sales › Quotations.

Then Sales.

Then Quotations.

Click New.

Pick the Customer.

Add the lines.

Pick the Product.

Type the Quantity. A discount on one line goes in its Disc. % column.

Add the next line the same way.

Pick the Product.

Type the Quantity.

Click Save.

Open the quotation, order or draft invoice and click Discount.

In the Discount box, choose Amount or %.

Type the Amount (e.g. 150) or the Percentage (e.g. 10). Lines it is spread over shows the total it is shared by.

Click Apply. Gigoo writes the discount into each line's Disc. %, shared by the lines' values.

Check the lines and the total. Above the limit: without Approve discounts, ask the Owner, or a user with the permission, to confirm the order.

Discounts for customers

Type a percentage on a line, or click Discount and give an amount or a percentage for the whole document.
Gigoo always puts a whole-document discount onto the lines, shared by their values. Each line shows its own Disc. %.
VAT is worked out on the amount after discount.
When goods come back, the credit note takes each line's own price and discount, so the customer gets back what they paid.

Approval above your limit

The Owner can set a discount limit. Above it, a banner shows on the document and only a user with the permission Approve discounts can confirm the order or post the invoice.
A quotation or pro-forma can still be sent while it waits.
The approval and its reason are logged on the document.

Discounts from suppliers

Accounts records the supplier's credit as a Debit Note against the bill.
A discount on goods you stock lowers the cost of the stock still on hand, so the stock value and your inventory account stay equal.
For goods already sold, the share goes to the account you choose for supplier discounts.

An example

On the print the totals read Subtotal before discount · المجموع قبل الخصم and Discount · الخصم, then the total excluding VAT, the VAT and the total.

Lines900 + 350 + 250 = 1,500

Discount150 (10 % on each line)

Total with VAT1,417.50

Questions

Is a whole-document discount shown as a separate line?

No. Gigoo puts it onto the lines, and each line shows its own Disc. %.

Who can confirm a discount above the limit?

A user with the permission Approve discounts, the Owner by default. The reason is logged.

What happens to a supplier's discount on goods I still have?

It lowers the cost of those goods in stock, so your stock value stays right.

Worked example: a supplier gives a discount after the bill