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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:  Security  level: All - 0
 Sub category:  Document ID: 19.148.020
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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