Quantity Discounts not populating correctly- QB Desktop Enterprise Solutions

summerimex · ‎December 04, 2023

Hi all,

We use QB Desktop Enterprise Solutions: Manufacturing and Wholesale 23, and have Advanced Pricing set up. Please do not refer me to the "Set up and Use Advanced Pricing" article, nothing in there applies to this from what I can tell.

I've set up 6 of our items with quantity discounts. When typing in a sales order with the quantity needed for a discount (I've tried this multiple times), it'll show the quantity discount amount correctly in the "Base Rate" field, but then populates the "Rate" field with the "Sales Price".

The quantity discount amount only correctly populates the "Rate" field on a sales order if I revise the line quantity (put 1 in, for example), and then re-enter the quantity needed for discount.

I double checked all of them, there are no price overrides or other applicable price rules, and all of the quantity discounts are effective as of today. I've also tried back-dating them, that produces the same result.

It seems to be some sort of glitch since it works fine, only after re-entering the quantity ordered for discount. I've also tried removing all of them, restarting QB, and re-entering them with the same result. Why is the Sales Price overriding the Qty Discount initially but then calculating it fine once quantity is revised? (for example, entering 8 for qty discount, populates sales price, revise qty to 1, and then re-revise qty to 8 changes the rate correctly).

Ideally, our quantity discounts would populate automatically the *first* time I enter "8" or whatever is needed for the discount.

Thanks anybody that can help

Angelyn_T · ‎December 05, 2023

It's my pleasure to hear that running the rebuild tool has fixed most of the common errors in your company file, Summer. I can share additional solutions to eliminate the remaining errors to proceed with your tasks.

To get started, let's utilize the QuickBooks File Doctor to recover and repair the remaining issues after rebuilding your data.

Download and install the QuickBooks Tool Hub.
Run Quick Fix My File.
1. From the tool hub, select Company File Issues.
2. Tap on Quick Fix My File.
3. Hit OK when it completes and launch your QuickBooks.
Run QuickBooks File Doctor.
1. Select Company File Issues from the QuickBooks Tool Hub.
2. Tap on Run QuickBooks File Doctor. It can take up to one minute for the file doctor to open. If the QuickBooks File Doctor doesn't open, search for QuickBooks Desktop File Doc and open it manually.
3. In QuickBooks File Doctor, select your company file from the drop-down menu. If you don’t see your file, select Browse and search to find your file.
4. Click on Check your file (middle option only), then Continue.
5. Enter your QuickBooks admin password, then Next.

The scanning duration depends on your file size and can take 10–15 minutes. Once completed, open QuickBooks and access your company file.

If the QuickBooks File Doctor fails to resolve your problem, I suggest contacting support for immediate assistance in resolving the issue.

On the other hand, you may want to review the resources from these links to dig deeper about quantity discounts and creating/adding discount items for your transactions:

Count on me if you need further help while working with your business entries and data in QuickBooks Desktop. I'm just a few clicks away to help you once more.

View solution in original post

Nicole_N · ‎December 04, 2023

I appreciate you doing everything you could to fix the issue. @summerimex. Don't worry, I know some troubleshooting steps to help you fix the Quantity discount from not populating.

The issue that you've encountered is an indication of potential data integrity. Usually, this can be caused by internal (within QuickBooks) or external (file location) factors. To rectify this, let's run the Verify and Rebuild Data tool. The Verify Data will identify any data issues within your company file. Then, the Rebuild tool will self-resolve it.

To verify data:

Open the company file.
Click the File tab at the top menu.
Select Utilities.
Choose Verify Data.

If it detects an error, proceed and Rebuild your data:

Follow Steps 1-3 above, then click Rebuild Data.
Choose OK if you receive a message to back up your company file.
After creating the backup file, the Rebuild Data utility will run automatically.
Tap OK when you get the message Rebuild has completed.
Go to File, select Utilities then select Verify Data again to check for additional damage.

For more details about the process, see this article: Verify and Rebuild Data in QuickBooks Desktop.

I'm adding this guide to learn how to record in case you receive advance payments on sales orders from your customer: Receive customer prepayments on sales orders in QuickBooks Desktop Enterprise.

Please let me know how else I can help you with managing Quantity discounts in QuickBooks. You can leave your reply below and I'll provide the necessary help.

summerimex · ‎December 05, 2023

Nicole, thank you! I figured it had something to do with it. Rebuild worked okay, though there were other errors it couldn't fix: how should we proceed?

Thank you so much for your help

Screenshot 2023-12-05 092457.png

summerimex · ‎December 05, 2023

Nicole, thank you!

Rebuild was able to fix most of the errors, but it's showing several it couldn't fix: what would be the next course of action?

Thanks for your help again

Screenshot 2023-12-05 092457.png

Angelyn_T · ‎December 05, 2023

It's my pleasure to hear that running the rebuild tool has fixed most of the common errors in your company file, Summer. I can share additional solutions to eliminate the remaining errors to proceed with your tasks.

To get started, let's utilize the QuickBooks File Doctor to recover and repair the remaining issues after rebuilding your data.

Download and install the QuickBooks Tool Hub.
Run Quick Fix My File.
1. From the tool hub, select Company File Issues.
2. Tap on Quick Fix My File.
3. Hit OK when it completes and launch your QuickBooks.
Run QuickBooks File Doctor.
1. Select Company File Issues from the QuickBooks Tool Hub.
2. Tap on Run QuickBooks File Doctor. It can take up to one minute for the file doctor to open. If the QuickBooks File Doctor doesn't open, search for QuickBooks Desktop File Doc and open it manually.
3. In QuickBooks File Doctor, select your company file from the drop-down menu. If you don’t see your file, select Browse and search to find your file.
4. Click on Check your file (middle option only), then Continue.
5. Enter your QuickBooks admin password, then Next.

The scanning duration depends on your file size and can take 10–15 minutes. Once completed, open QuickBooks and access your company file.

If the QuickBooks File Doctor fails to resolve your problem, I suggest contacting support for immediate assistance in resolving the issue.

On the other hand, you may want to review the resources from these links to dig deeper about quantity discounts and creating/adding discount items for your transactions:

Count on me if you need further help while working with your business entries and data in QuickBooks Desktop. I'm just a few clicks away to help you once more.

summerimex · ‎December 06, 2023

Angelyn, thank you so much! I had to wait until beginning of work day to kick everyone off their workstations, but this ended up repairing the remaining errors in our company file. Thank you so much to both you and Nicole for all the help!

JamaicaA · ‎December 06, 2023

You're always welcome, @Summer.

We're glad to know my colleagues helped you resolved the errors you've encountered. It's our pleasure to address any questions you may have to ensure you get the most out of QuickBooks.

If you have any other QuickBooks-related concerns, we'll be here to answer them for you. Have a great day!

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Quantity Discounts not populating correctly- QB Desktop Enterprise Solutions