Overview of charges and discounts
Introduction
In many businesses, it is a common practice to impose certain charges or offer discounts on the purchases made by customers. These charges or discounts may incur due to local legal obligations, additional delivery costs, or deductions from the sales amount upon fulfilling the criteria defined by the sellers.
In this screen, you can view a list of all the charges and discounts that have been created in the system.
Menu path
System ➔ Logistics ➔ Charges/Discounts
Fields
You can filter the charges and/or discounts that you want to display by defining one or more criteria and clicking Search. Charges and/or discounts that match the criteria you have defined are then displayed.
Search
Click this to search for the charges and/or discounts based on the defined criteria.
Clear
Click this to clear the defined criteria.
Rows
Type the number of rows to be displayed for each page. If you have set the default number of rows to 50, then 50 rows will be displayed. If more than 50 rows are listed, the Previous and Next buttons are displayed.
Previous
Click this to return to the previous page of charges and/or discounts.
Next
Click this to go to the next page of charges and/or discounts.
Filter
Select starts with or contains to search for charges and/or discounts that start with or contain the characters (letters, digits, or a combination of both) defined at Charge/Discount code, Description, Currency, or Item group.
Charge/Discount code
Type a full or partial code to display the charges and/or discounts that match the defined code.
Description
Type a full or partial description to display the charges and/or discounts that match the defined description.
Active
Select Yes to display the charges and/or discounts with the active status, No to display the inactive charges and/or discounts, or All to display all the charges and discounts.
Currency
Type a full or partial currency code to display the charges and/or discounts that use the defined currency.
Item group
Type an item group to display the charges and/or discounts that are linked to the defined item group.
Type
Select Charges or Discount to display either the charges or discounts only in the overview. Alternatively, select All to display all the charges and discounts.
Buttons
Recode
Click this to change the code of the selected charge or discount. For more information, see Recoding.
Note: This is enabled only when a charge or discount is selected.
Delete
Click this to delete the selected charge or discount. You cannot delete the selected charge or discount if it has been used in other transactions.
Note: This is enabled only when a charge or discount is selected.
Open
Click this to view and/or edit the details of the selected charge or discount. For more information, see Creating and maintaining charges or discounts.
Note: This is enabled only when a charge or discount is selected.
New
Click this to create a charge or discount. For more information, see Creating and maintaining charges or discounts.
Close
Click this to exit.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
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Security level: |
All - 0 |
| Sub category: |
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Document ID: |
19.148.020 |
| Assortment: |
Exact Globe+
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Date: |
26-09-2022 |
| Release: |
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Attachment: |
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| Disclaimer |