In SalesVu, you have the ability to add discounts, shipping charges, and other fees to purchase orders. This feature allows for more flexible pricing and helps accommodate various cost factors in your transactions.
To add these adjustments, please follow the steps below.
How to Enable the "Allow PO Other Charges" Setting
- Log into SalesVu.com.
- Go to 'Inventory' > 'Purchase Orders'.
- Click on the drop-down arrow at the right top > 'Settings' > enable the 'Allow PO Other Charges' option.
- Go back to the drop-down arrow > 'Manage PO other charges'
- Click 'Add New Other Charge' > and create a name for it
How to Apply Discounts & Charges
- Create a new PO by clicking 'New PO' > select a vendor > select items > click on 'Next'
- On the 'Applied Discount & Charges' section, you will see a drop-down menu where you can select the type of adjustment you want to add. You can choose one of three options:
- Equally to the cost of all items in the PO (spread cost equally)
- The cost of specific products (specific item cost)
- To the total of the PO without affecting costs (total PO cost)
1. If you select Equally to the cost of all items in the PO or To the total of the PO without affecting costs, click on the 'Allocate' button to apply the changes.
- On the pop-up screen, enter the discount amount or charge amount as needed.
- Click 'Apply' to finalize the modifications.
2. If you select The cost of specific products, you will see the screen to enter specific discount and adjustment values for each product. Once you enter the values, click on 'Next'.
If you want to add the discount after adding the products to the PO, please click on the 'Edit' button at the right top and scroll to the right.
Finally, after you choose your discount or charge option and finalize the modifications, the system will show you the updated totals, including the sub-total, other charges, discount amount, and total PO amount. Then, you can place the PO by clicking 'Next'.
How to View and Manage Your Purchase Orders with Charges or Discounts
If you want to view your purchase order (PO), on the view screen, you can see the detailed breakdown of costs, including the applied discounts and charges, total received amount, and total outstanding amount.
You can also print this PO by clicking the 'Print' icon or edit it, including charges or discounts, and the system will update these totals if you need to change them.