Applying/Removing a Discount on an Order

Discounts can be applied to an entire order or to individual line items in an order either during the order creation process OR after the order has already been created. If a discount is applied to an order that has already been paid, a credit will be added to the order. If necessary, you can also remove a discount applied to an order.

The steps below assume that you are not currently viewing the order in which you want to apply/remove/override a discount. If you are currently viewing the order in which you want to apply/remove/override a discount, skip to step 3.

Applying a Discount

To apply a discount on an order:

1. From the Orders Central page, search for the appropriate order. For more information, please see Searching for an Existing Order.
2. From the order summary page, click the pencil icon in the top, right corner.
3. From the Order Details section, from the Work with Order Line Items drop-down, select Discounts, Coupons, Market Codes, then select Go.
   The Line Item Discounts and Codes page displays, as shown below.
   
4. Enter at least three characters in the Discount field and click the magnifying glass search icon to display available options.
   Alternatively, click Advanced to display the Choose a Discount Code page displays, as shown below.
   
   The following fields are available when searching for a discount to add to the order:
   1. Discount Id (PRODUCT_DISCOUNT_ID in PRODUCT_DISCOUNT)
   2. Description (DESCRIPTION in PRODUCT_DISCOUNT)
   3. Product Code (PRODUCT_CODE in PRODUCT_DISCOUNT)
   4. Valid From (EFFECTIVE_BEGIN_DATE in PRODUCT_DISCOUNT)
   5. Valid To (EFFECTIVE_END_DATE in PRODUCT_DISCOUNT)
   6. Manual Discount (MANUAL_FLAG in PRODUCT_DISCOUNT)
5. Enter the appropriate search criteria and click Search.
   To return to the previous screen, DO NOT click the Back button in your browser; click Cancel.
6. Select the appropriate discount from the grid and click Select.
7. From the Line Item Options section, expand each row to view additional details about each line in the order, such as the discount, market code, and coupon currently applied to the order line, as shown below.
   
8. Check the checkbox next to the line(s) you want to apply the discount to and click Apply to Selected Line Item(s).
   To apply a discount to the entire order, you must select every line in the order. There is no option to apply the discount from the Order Entry screen.
9. Click Save.
10. Click Update Pricing to view an updated order total based on the selected discount.

Removing a Discount

To remove a discount from an order:

1. From the Orders Central page, search for the appropriate order. For more information, please see Searching for an Existing Order.
2. From the order summary page, click the pencil icon in the top, right corner.
3. From the Order Details section, from the Work with Order Line Items drop-down, select Apply Discount.
   The Line Item Discounts and Codes page displays, as shown below.
   
4. From the Line Item Options section, expand each row to view additional details about each line in the order, such as the discount, market code, and coupon currently applied to the order line, as shown below.
   
5. Click the pencil icon next to the line item in which you want to remove the discount.
   The Line Item Discounts and Coupons - Line No. page displays, as shown below.
   
6. To remove the discount, click the X next to the discount code in the Discount field.
7. Click Save.
8. Click Update Pricing to view an updated order total based on the removed discount.