Applying discounts to sales orders (SOs) helps manage pricing effectively across various sales channels, ensuring consistency and customer satisfaction. This guide explains how to apply percentage or flat-rate discounts directly on sales orders and how these discounts interact with ecommerce platforms and accounting software.
Applying discounts on sales orders
Manual discount entry
Access the SO: Navigate to the Sell screen and open the desired SO.
Enter discount: In the Discount column of the SO table, input the desired percentage (e.g.,
10%). This discount applies to the Price per unit before tax.Review total price: The Total price column will automatically update to reflect the discounted amount, excluding taxes.
Remove discount: To remove a discount, delete the value in the Discount field or enter
0%.
Understanding totals
Subtotal (tax excluded): Displays the total amount of the SO before discounts.
Discount: Shows the sum of all line discounts in the order's currency.
Total items not shipped (with tax): Represents the final price, including discounts and taxes.
Discounts on PDF printouts
Default templates: The default SO PDF printout includes discount information.
Excluding discounts: To omit discount details, use the Sales order without discount template.
Custom templates: When customizing PDFs:
Include discounts:
Order rows:
{discount_percentage}Order total discount:
{total_discount}
Exclude discounts:
Use
{price_per_unit_after_discount}and{sub_total_after_discount}to display prices without showing the discount explicitly.
Discounts from ecommerce integrations
When importing SOs from ecommerce platforms like Shopify:
Line-based percentage discounts: Imported as-is.
Flat discounts: Converted to a percentage. For example, a $5 discount on a $15 item becomes a 33% discount in Katana.
Basket-level promotions: Distributed proportionally across items. For instance, a "buy 2 get 1 free" deal on three $6 items results in a $2 discount per item (33%).
Tax considerations: Discounts are applied to prices before taxes. If product prices in Shopify include taxes, the discount in Katana is calculated before tax.
Shipping discounts: Not imported. Only the final shipping amount after discounts is reflected.
Syncing discounts with accounting software
Discounts on invoices can be automatically sent to accounting software like QuickBooks Online and Xero. This ensures accurate financial records and seamless integration between sales and accounting.
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