Inventory - Checkbox to include/exclude from customer's Discount %
It would be great to apply the Customers general discount (as set on their Contact Card) to only specified product items, not all product items. e.g. I don't want the Customers discount applied to say my Freight or Labour product items, but I do want to apply it to other products items we are selling.
I would envisage a Tick Box on each Product card that we can tick, or untick, for the Customers Discount to be applied to it (by default it would be ticked to apply the Customers Discount).
Darren Stevenson
shared this idea
Appreciate the differing makeups of our customers and the improvements you see that would help your use of Xero.
I want to be open that we don't have planned changes for adding a discount option within Inventory items themselves atm but we will continue to watch the trend in this idea and share if there is any change.
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Jean Marc Zanni
commented
I do not know about other Xero user, but I find it strange that for invoicing, we cannot handle shipping properly.
I am a master dealer for a product. I have set-up default discount for my customers. That works great... Execpt for the incidental costs like shipping, Import/Export taxes and the like.When creating invoice I pull items from the product list and the discount is applied. That is good. Since Invoice do not have the ability to add shipping costs, I have to add that line manually like a new item. Automatically whether I use the preset "Shipping" product I added or when later I bill the customer using billable expenses, Xero automatically applies the discount... Which I do not always remember causing a lot of grief...
Most of the professional invoice I receive, Shipping a separate line Item added after the Subtotal... this would be the best way to handle it.
Also when a Billable Item is added to an invoice, I do not think it is good for us to give discount on something we already paid...
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Jemma Nicholson
commented
I have a client who has just requested/suggested this.