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Line Item Discounts “On-the-Fly”

The items are scanned in the working invoice and now you want to mark one item down 15% and two others 20%. How can I do this without a calculator?

Price Codes

If this is something that you do often, this tip is the easy way to do it. Set up price codes so that each of the 8 levels is a specific discount – such as: level 0 = 0%, level 1 = 5%, level 2 = 10%, level 3 =15%, level 4 = 20%, level 5 =25%, level 6 = 30%, level 7 = 40%.

Working Invoice

Simply enter the proper discount level in the “L” column on the working invoice.

Printed Invoice

If you elect to show savings from the user controls/preferences then your invoice may look like this to showing the savings.

Setting Up Price Codes

Find the Price Code Card in POSIM. Leave level zero blank. Level zero is the default level, and when left blank assigns the “Our Retail” price on the invoice. Click on the button for each row to open the formula screen , then complete the discount information for each of the other 7 rows. The example below shows a 10% discount off retail. We have rounded the result up to the nearest dime and then subtracted a penny.

Item Card Set Up

Each item card must have the Simple Price Code ID card that applies typed in the price code section of the item card.

Turn It On

The last step is to turn on the user control/preference. You will find them under the file menu. Find the price code user control/preference and turn it on. You are ready to go.You may want to review the price code section in the manual.

Note: A Price Code Card that is filled out but the Price Code Id is left blank “ “, is an active card,it will link with Item Cards that have a blank in the Price Code Field. That means it is possible to leave all items cards with a blank price code and then create a Price Code card with a blank “ “ Id to implement Price Codes.

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Beer' >Liquor, Wine &amp; Beer</option><option value='Needlearts' >Needlearts</option><option value='Quilt, Fabric &amp; Sewing' >Quilt, Fabric &amp; Sewing</option><option value='Outdoor' >Outdoor</option><option value='Other' >Other</option></select></div></li><li id='field_16_11' class='gfield field_sublabel_below field_description_below hidden_label gfield_visibility_visible' ><label class='gfield_label' for='input_16_11' >CAPTCHA</label><div id='input_16_11' class='ginput_container ginput_recaptcha' data-sitekey='6LcWicwZAAAAAF6_JZFIf_bEpNSyHe5AsCdrkgmD' data-theme='light' data-tabindex='-1' data-size='invisible' data-badge='bottomright'></div></li><li id='field_16_15' class='gfield gform_validation_container field_sublabel_below field_description_below gfield_visibility_visible' ><label class='gfield_label' for='input_16_15' >Email</label><div class='ginput_container'><input name='input_15' id='input_16_15' type='text' value='' /></div><div class='gfield_description' id='gfield_description_16_15'>This field is for validation purposes and should be left unchanged.</div></li> </ul></div> <div class='gform_footer top_label'> <input type="submit" id="gform_submit_button_16" class="gform_button button om-trigger-conversion" value="Send My Resource" tabindex="93" onclick='if(window["gf_submitting_16"]){return false;} window["gf_submitting_16"]=true; ' onkeypress='if( event.keyCode == 13 ){ if(window["gf_submitting_16"]){return false;} window["gf_submitting_16"]=true; jQuery("#gform_16").trigger("submit",[true]); }'> <input type='hidden' name='gform_ajax' value='form_id=16&amp;title=&amp;description=&amp;tabindex=88' /> <input type='hidden' class='gform_hidden' name='is_submit_16' value='1' /> <input type='hidden' class='gform_hidden' name='gform_submit' value='16' /> <input type='hidden' class='gform_hidden' name='gform_unique_id' value='' /> <input type='hidden' class='gform_hidden' name='state_16' value='WyJbXSIsIjFmYmJkMmM5NDAyMGYzNTJmZGM3MmU0ODNlNDM2YjBmIl0=' /> <input type='hidden' class='gform_hidden' name='gform_target_page_number_16' id='gform_target_page_number_16' value='0' /> <input type='hidden' class='gform_hidden' name='gform_source_page_number_16' id='gform_source_page_number_16' value='1' /> <input type='hidden' name='gform_field_values' value='guide=countdown-to-the-holidays' /> </div> </form> </div> <iframe style='display:none;width:0px;height:0px;' src='about:blank' name='gform_ajax_frame_16' id='gform_ajax_frame_16' title='This iframe contains the logic required to handle Ajax powered Gravity Forms.'></iframe> <script type='text/javascript'>jQuery(document).ready(function($){gformInitSpinner( 16, 'https://posim.com/wp-content/plugins/gravityforms/images/spinner.gif' );jQuery('#gform_ajax_frame_16').on('load',function(){var contents = jQuery(this).contents().find('*').html();var is_postback = contents.indexOf('GF_AJAX_POSTBACK') >= 0;if(!is_postback){return;}var form_content = jQuery(this).contents().find('#gform_wrapper_16');var is_confirmation = jQuery(this).contents().find('#gform_confirmation_wrapper_16').length > 0;var is_redirect = contents.indexOf('gformRedirect(){') >= 0;var is_form = form_content.length > 0 && ! is_redirect && ! is_confirmation;var mt = parseInt(jQuery('html').css('margin-top'), 10) + parseInt(jQuery('body').css('margin-top'), 10) + 100;if(is_form){jQuery('#gform_wrapper_16').html(form_content.html());if(form_content.hasClass('gform_validation_error')){jQuery('#gform_wrapper_16').addClass('gform_validation_error');} else {jQuery('#gform_wrapper_16').removeClass('gform_validation_error');}setTimeout( function() { /* delay the scroll by 50 milliseconds to fix a bug in chrome */ jQuery(document).scrollTop(jQuery('#gform_wrapper_16').offset().top - mt); }, 50 );if(window['gformInitDatepicker']) {gformInitDatepicker();}if(window['gformInitPriceFields']) {gformInitPriceFields();}var current_page = jQuery('#gform_source_page_number_16').val();gformInitSpinner( 16, 'https://posim.com/wp-content/plugins/gravityforms/images/spinner.gif' );jQuery(document).trigger('gform_page_loaded', [16, current_page]);window['gf_submitting_16'] = false;}else if(!is_redirect){var confirmation_content = jQuery(this).contents().find('.GF_AJAX_POSTBACK').html();if(!confirmation_content){confirmation_content = contents;}setTimeout(function(){jQuery('#gform_wrapper_16').replaceWith(confirmation_content);jQuery(document).scrollTop(jQuery('#gf_16').offset().top - mt);jQuery(document).trigger('gform_confirmation_loaded', [16]);window['gf_submitting_16'] = false;}, 50);}else{jQuery('#gform_16').append(contents);if(window['gformRedirect']) {gformRedirect();}}jQuery(document).trigger('gform_post_render', [16, current_page]);} );} );</script><script type='text/javascript'> jQuery(document).bind('gform_post_render', function(event, formId, currentPage){if(formId == 16) {if(typeof Placeholders != 'undefined'){ Placeholders.enable(); 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[gravityform id="17" title="false" description="false" ajax="true" tabindex="88"]
<div class='gf_browser_unknown gform_wrapper' id='gform_wrapper_17' ><div id='gf_17' class='gform_anchor' tabindex='-1'></div><form method='post' enctype='multipart/form-data' target='gform_ajax_frame_17' id='gform_17' action='/knowledgebase/line-item-discounts-on-the-fly/#gf_17'> <div class='gform_body'><ul id='gform_fields_17' class='gform_fields top_label form_sublabel_below description_below'><li id='field_17_6' class='gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible' ><input name='input_6' id='input_17_6' type='hidden' class='gform_hidden' aria-invalid="false" value='https://app-3QNL6WU154.marketingautomation.services/webforms/receivePostback/MzawMDG3NDO0AAA/' /></li><li id='field_17_7' class='gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible' ><input name='input_7' id='input_17_7' type='hidden' class='gform_hidden' aria-invalid="false" value='0994ba05-06b3-460d-b11c-4f3b11093ec9' /></li><li id='field_17_8' class='gfield gform_hidden field_sublabel_below field_description_below gfield_visibility_visible' ><input name='input_8' id='input_17_8' type='hidden' class='gform_hidden' aria-invalid="false" value='POSIM' /></li><li id='field_17_11' class='gfield gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible' ><label class='gfield_label' for='input_17_11' >First<span class='gfield_required'>*</span></label><div class='ginput_container ginput_container_text'><input name='input_11' id='input_17_11' type='text' value='' class='large' tabindex='88' placeholder='First Name' aria-required="true" aria-invalid="false" /></div></li><li id='field_17_10' class='gfield gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible' ><label class='gfield_label' for='input_17_10' >Last<span class='gfield_required'>*</span></label><div class='ginput_container ginput_container_text'><input name='input_10' id='input_17_10' type='text' value='' class='large' tabindex='89' placeholder='Last Name' aria-required="true" aria-invalid="false" /></div></li><li id='field_17_2' class='gfield posim-email gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible' ><label class='gfield_label' for='input_17_2' >Email<span class='gfield_required'>*</span></label><div class='ginput_container ginput_container_email'> <input name='input_2' id='input_17_2' type='text' value='' class='large' tabindex='90' placeholder='Email' aria-required="true" aria-invalid="false" /> </div></li><li id='field_17_3' class='gfield posim-phone gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible' ><label class='gfield_label' for='input_17_3' >Phone<span class='gfield_required'>*</span></label><div class='ginput_container ginput_container_phone'><input name='input_3' id='input_17_3' type='text' value='' class='large' tabindex='91' placeholder='Phone' aria-required="true" aria-invalid="false" /></div></li><li id='field_17_5' class='gfield posim-industry gfield_contains_required field_sublabel_below field_description_below hidden_label gfield_visibility_visible' ><label class='gfield_label' for='input_17_5' >Your Industry<span class='gfield_required'>*</span></label><div class='ginput_container ginput_container_select'><select name='input_5' id='input_17_5' class='large gfield_select' tabindex='92' aria-required="true" aria-invalid="false"><option value='' selected='selected' class='gf_placeholder'>Your Industry</option><option value='Apparel' >Apparel</option><option value='Hobby' >Hobby</option><option value='Household' >Household</option><option value='Liquor_Wine_Beer' >Liquor, Wine &amp; 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