Sales discount & adjustment
Menu: Sales → Sales → Edit
On the sales bill summary, staff can enter a discount percentage and an Adjust / Rounding amount. The discount amount is calculated automatically and cannot be typed in by hand.
Use these fields when the customer gets a % off, or when you need a small rounding / cash adjustment on the final total.
Special features
- Bill summary rows: Total → Discount → Adjust / Rounding → TOTAL.
- Discount is always a percentage — there is no discount type to choose.
- Enter the percentage (for example
5.00); the amount fills in and stays read-only. - When you add or change products, the discount amount recalculates from the same percentage.
- Adjust / Rounding is a money amount staff can type (for example
0.50or-0.25). - On a Confirmed sale, discount and adjustment stay locked.
- Prints show the discount with the percentage (for example
DISCOUNT(5.00%)) and the adjustment when it is not zero.
Bill summary calculation
| Field | What staff do |
|---|---|
| Total | From Sales Items (read-only) |
| Discount % | Type the % (0–100) |
| Discount amount | Auto-filled — not editable |
| Adjust / Rounding | Type a money amount (optional) |
| TOTAL | After discount and adjustment |
Subtotal = sum of quantity × unit price from Sales Items.
Discount amount = subtotal × (percentage ÷ 100).
TOTAL = subtotal − discount amount − adjust / rounding.
Add at least one product line so the discount amount can calculate. With no lines (or a zero subtotal), the discount amount stays 0.00. Leave Adjust / Rounding at 0.00 when you do not need a change.
Workflows
Apply discount and adjustment on a sale
- Open Sales → Sales, create or edit a New sale.
- Select the Customer and add Sales Items.
- In the bill summary Discount row, enter the percentage.
- Check the discount amount updates automatically.
- If needed, enter Adjust / Rounding (for example to round the bill).
- Confirm TOTAL, then confirm or print as usual — see Edit transaction and Confirm payment.
Validation rules
| Rule | Detail |
|---|---|
| Percentage | Between 0 and 100 |
| Discount amount | Calculated only — staff cannot edit it |
| Adjust / Rounding | Optional money amount; use 0.00 if not needed |
| Confirmed sale | Percentage, discount amount, and adjustment locked |
| Products | Discount amount recalculates when line totals change |
Related pages
- Edit transaction — sales edit screen layout.
- Sales management — list and confirm flow.
- Customer management — customer master (no per-customer discount setup).
Sales discount is a percentage per sale; Adjust / Rounding is an optional money tweak. The final TOTAL uses both.