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docmartin
September 10, 2022
Question

Manual Discount Quickbooks POS

  • September 10, 2022
  • 5 replies
  • 42 views

Hi Team,

 

I'm having confusion on manual discount on Quickbooks POS. Please see below example

 

Speaker Price is 200$

Customer wants to purchase 2 Speaker

So in Quickbooks POS Make a Sale Screen i added speaker and changed quantity to 2 so now total price will be 400$  and i gave 2$ discount after discount price should be 398$. But in Quickbooks POS it show 396$

 

Can you please explain and advice how to give discount properly

 

 

5 replies

Rea_M
Level 10
September 10, 2022

Hello there, @docmartin.

 

I've come to explain how the discount works in QuickBooks Point of Sale (POS). I'll also guide you on how you can give discounts to customers accordingly.

 

There are two types of discounts in QuickBooks POS, namely item level and subtotal discounts. Based on your example, I can tell that you're utilizing the item-level discount type. With this, the system deducts a $2 discount per item ($2 per speaker). Since the customer purchased 2 speakers, they receive a $4 discount that totals $396.

 

Considering you only want to give a $2 discount for the 2 speakers, you can use the subtotal discount type. This affects the total amount of all items before additional charges like shipping or sales tax are applied. To do this, here's how:

 

  1. From the receipt, I Want to menu, click Give Discount.
  2. In the Price & Discount dialog, click a preset discount button, or enter another discount percentage or discount amount.
  3. Click OK. The discount amount is carried to the Discount (amount) field in the receipt totals area.

 

Also, you may want to check out this article as your reference to guide you on how QuickBooks POS sends discounts to QuickBooks Desktop (QBDT): How QuickBooks Desktop receives discounts from Point of Sale.

 

Let me know if you have other concerns about giving discounts and managing sales transactions in QuickBooks POS. I'm always here to help. Take care, and I wish you continued success, @docmartin.

docmartinAuthor
September 10, 2022

Thank you for your quick response.

 

Can you please explain how to give item-level discount to below scenario.

 

One customer wants buy below items. In one Receipt I'm entering below item

Speaker 200$   quantity  2   Gave 2$ item-level discount

Mic 100$    quantity 1

Headphone 50$  quantity 1

 

Receipt Total after giving discount should be 548$. But Quickbooks POS Shows 546$.

I have attached screenshot

 

Thank you again for your support

 

Archie_B
Level 6
September 10, 2022

Thank you for getting back to us, docmartin.

 

Since you're still using the item-level discount type in that case, QuickBooks POS will normally apply a $4 discount to the speakers with a quantity of two. 

 

If you only want to apply a $2 discount for the two speakers, you can do so by following the steps outlined by my colleague @Rea_M for applying a subtotal discount. Or, you can reduce the item-level discount to $1 per speaker.

 

Once the changes are applied, you should have the receipt total of $548. I've included this article to learn how to set price levels in QuickBooks Point of Sale.

More articles on adding, managing customer transactions, and other sales forms in QuickBooks Point of Sale can be found on our QuickBooks Support page.

 

Please come back if you have any further questions. Have a great day!

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