Spread Discounts
Prism includes a feature that enables users to "spread" a transaction (global) discount across the individual items on a transaction. Spreading a transaction-level discount distributes the discount amount across the items on the transaction such that each item is assigned an item discount for its portion of the spread amount. Because users can enter a separate discount for sale and/or order items on a transaction, there are separate options for spreading sale and order discounts.
The Discount Reason set for the transaction-level discount in Transaction Details will be carried to the item discount when it is spread. Before updating the transaction, you can go into Item Details and select a different Discount Reason for individual items.
Preferences related to spreading discounts
The following preferences related to spreading discounts are available:
| Preference | Description |
|---|---|
| Node Preferences > Transactions > Discounts: Automatically spread sale discounts | If selected, sale discounts entered at the transaction level are automatically spread. In this case, spreading a discount distributes the sale discount amount evenly across the sale items on the transaction |
| Node Preferences > Transactions > Discounts: Automatically spread order discounts | If selected, order discounts entered at the transaction level are automatically spread. In this case, spreading a discount distributes the order discount amount evenly across the order items on the transaction. |
| Node Preferences > System > Reasons and Notes: Type: Discount | Discount Reasons are not specific to spreading discounts; however, the Discount Reason can be edited for individual items after a discount has been spread. Define discount reasons (subsidiary level or lower). When a global discount is spread, the discount reason assigned to the transaction discount is automatically applied to the items. Users can edit the Item-level discount reason, if needed |
Manually Spreading a Transaction (Global) Discount
Preferences are available that, when enabled, will automatically spread discounts for sale and/or order items. If the preferences are not enabled, then users can spread a discount manually.
Start a new transaction a list the items being sold or ordered. Next, click the Transaction Details button.
On the Discounts tab, enter a discount amount or percentage.
Select a Discount Reason.
Click Apply.
After you click Apply, the Spread button is now enabled.
Click Spread.
Click OK to close Transaction Details. The Discount Reason assigned to the transaction (global) discount is automatically applied to the items when a discount is spread. Notice that the first item listed has a Doc Qty of "2" and the other two items have a Doc Qty of "1." Spreading has distributed the discount amount evenly with the first item getting a Ext Disc Amt of 1.50 and the other two items getting a Ext Disc Amt of 0.75.
Before updating the transaction, a user can go into Item Details, select the Discounts tab and edit the Discount Reason if needed.
