Line discounts on a sales order

A line discount reduces the price of a single product or service on the order. For example, if you are selling 10 units at a bulk discount, you can lower the price for just that line instead of creating a separate product.

Before you start

• The sales order must exist with at least one line item added.
• You should know the discount percentage or the new price you want to charge.
• Line discounts are applied per line; if you want to discount the entire order, see the document-level discounts article instead.

Steps

1. Open the sales order you want to edit. Open in Usystems

2. In the Lines section, find the line item you want to discount.

3. Look for a Discount field on that line. It may be visible by default, or you may need to scroll right to see it.

4. Click on the Discount field and enter either:

   • A percentage (e.g., "10%" for a 10% discount), or
   • A flat amount (e.g., "500" to reduce the price by 500)
   • Check your system settings to see which format is supported.

5. Press Enter or Tab to apply the discount. The Line Total updates automatically to show the new amount after discount.

6. Repeat for any other lines that need a discount.

7. Click Save to apply the changes.

Accounting impact

When the order is converted to an invoice, the line discount reduces the revenue recorded for that line. The discount is subtracted from the sale price and the net amount is posted to the revenue account.

Tips & common mistakes

• Line discounts are different from document discounts: a line discount applies to one item, while a document discount applies to the entire order total.
• You can have both line and document discounts on the same order. Both are applied (line first, then the document discount on the remainder).
• Discount format matters: if you enter "10" and the system expects a percentage, it may interpret it as "10%" or as a flat amount of 10. Check which format your system uses.
• Discounts are calculated on the unit price: if the product has a unit price of 100 and you apply a 10% discount, the new price per unit is 90, not 99 (rounded).
• You can remove a discount by clearing the field and saving again.