This document provides a comprehensive guide on how to create a temporary "all items" discount for your business during a sale period. By following the steps outlined below, you can set up a Non Stock discount item that automatically applies a discount to new bookings and invoices, effectively reducing the total invoice amount.

To implement a discount, such as 25% off all hire items, you will need to create a Non Stock discount item. This process is similar to the Damage Waiver implementation but involves applying a negative percentage to reduce the invoice total.

1. Navigate to Setup > Items and click on + New Item.

2. Enter a description (e.g., "Discount") and a code (e.g. "DISC-25").

3. Set the Item Type to non-hire (e.g. Miscellaneous).

4. Check the Non Stock option in the Configuration section.

5. In the Rates/Prices tab:

   • Select Each in the Unit column.

   • Set Sell Ex and Sell Inc to 0.00.

6. Click Save New to save the item.

1. In the Rates/Prices tab, click the :: popup menu next to Each unit.

2. Select Percentage Calculation.

3. Enter the Charge % (e.g. -25%) and select the following parameters:

   • Basis: % of All Hire Items, if you only want to apply the promotional discounts against hire items.

   • Consistency: Choose either Inc GST or Ex GST for both calculation fields.

4. Click Save Changes.
   

1. In the Item details screen, click the Rates/Prices tab.

2. Click the Auto Add sub-heading to expand this section.

3. Set the option to Auto Add Item (As Last Item).

4. Click the Save Changes button.
   The Discount Item will now be added to all new records.

By following these steps, you will successfully set up a temporary discount for your hire items, enhancing your promotional efforts during sale periods.