Applying a Discount to a Purchase Order

This guide will show you how to apply a discount to your merchandise on order in Heartland Retail to reflect a credit from vendor.

Discounting All Items on a Purchase Order

Note: A discount can only be applied to an order in both Pending and Open status.

Getting Started

1. Create a PO. Refer to Creating a Purchase Order.
2. Add items to your Purchase Order.
3. Highlight all Line Items on order by selecting the top check box on the left then Apply Discount.
   
4. Apply Discount by adding a percentage or dollar amount to relieve.
   
5. UNIT COST will update.
   
6. Select SAVE and OPEN.

Congratulations! You've successfully applied a discount to a Purchase Order!

Discounting a Category of items on a Purchase Order

1. Create a PO.
2. Add two different categories of items to your PO (e.g. Outerwear and Accessories).
3. Select Filter.

4. Under Conditions Category is one of Accessories.
5. Category: Outerwear will disappear leaving only Category: Accessories.
6. Highlight Line Items by selecting the check box on left then Apply Discount.

7. Add discount percentage or dollar relieved.

8. The discount will apply to the filtered category. Heartland Retail will then add the remaining non-discounted items back to the order.

9. Select SAVE in the upper right hand corner of the screen >> OPEN and you are all set!

If you have any questions or want to provide feedback on this feature, please reach out to [e-mail] .