Outbound Order Discounts and Charges

Updated 9 months ago by NIr Malchy

Flourish allows you to apply pre-tax or post-tax discounts or post-tax charges (such as shipping) on Outbound > Sales Orders.

You can choose to have discounts be calculated pre- or post-tax (by using the arrows in the pictures below).
Charges are always post-tax.

Apply a Discount or a Charge to an Outbound order

To apply a Discount or a Charge to an Outbound order, please follow the steps below:

  1. Go to Outbound > Orders
  2. In the All Orders Screen find the relevant Order
  3. Click on the order ID and click Edit Order
  4. Scroll down and click the “Discounts $” or the “Shipping $

Once you clicked the “Discounts $” or the “Shipping $” you can do three things, depending on user permissions:

  • Select from a pre-set list of discounts and charges
  • Add a custom discount/charge (only for that order)
  • Create a new pre-set discount/charge

  1. Select from a pre-set list of discounts and charges
  • Select from the list and proceed.

  1. Add a custom discount/charge (only for that order)
  • Select Custom from the list and proceed.
  1. Create a new pre-set discount/charge
  • Select Configure New Discount or Configure New Charge and proceed.

Permissions

In general, permissions are per Facility and User Role. To edit the User Role, go to Manage Settings > User Roles and select the Facility and the User Role to Configure. Once you click to configure, look for the Outbound section of the screen.

  • All users that have Order Update permission can apply pre-set discounts or charges and make a custom discount or charge.
  • Only users with Create discounts and charges permission can create new discounts or charges from the order.

To find the Create discounts and charges permission click the Actions menu here:

It will pop-up the menu below:

Creating Discounts and Charges - via a Sales Order

Users with the Create discounts and charges permission can quickly create a new pre-set discount or charge from the pop-up modal. To do that:

  1. Select Configure New Discount or Configure New Charge.
  2. Enter the name, method (dollar or percent for discounts, charges are always dollars), the value,
  3. Click Save.

Creating Discounts and Charges - via "Manage Settings" (the Admin section)

General information

To add new Discounts or Charges from the admin section a user must have the View and Update permissions for Admin / Distribution turned on. However, users can also add new discounts or charges directly from the order if their user role has the Create discounts and charges action permission turned on.

To configure pre-set discounts and charges from the Admin section please follow the stesp below:

  1. Go to Manage Settings > Distribution
  2. Click the Discounts and Charges tab.
  3. Select Manage discounts or Manage shipping charges

Newly created discounts and charges will be active by default.

Toggle Off under 'ACTIVE' to deactivate

To Deactivate a discount or charge users can toggle them off from the grid and confirm the action.

Creating Discounts

To add new discounts:

  1. Go to Manage Settings > Distribution
  2. Click the Discounts and Charges tab.
  3. Select Manage discounts
  4. Click on the green Add New Discount button. This will open a pop-up to enter the name of the new discount, the method of discount (dollar or percentage), and the value.

Creating Charges

To add new Shipping Charges:

  1. Go to Manage Settings > Distribution
  2. Click the Discounts and Charges tab.
  3. Select Manage shipping charges
  4. Select Add New Charge to open the pop-up and enter the name and dollar value. Charges are only in dollars.


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