Orders: Add discount rate to line items

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  • michib
    Member
    • Sep 2016
    • 65

    Orders: Add discount rate to line items

    Hi,

    I'd like to be able to specify discount rate (%) per item in quotes. I see from Yuri announcement that AD > v.1.32 provides this ability:

    * Quotes: Ability to specify discount rate for line items.

    How can I enable that? I've tried on a product with discount from list pricing and I have discount(%) added to layout quote items (list) but I cannot see discount(%) when editing quote.

    thanks a lot,
    Michele
  • yuri
    Member
    • Mar 2014
    • 8440

    #2
    Hi Michele,

    Try the layout Quote Items > List (item).
    If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

    Comment

    • michib
      Member
      • Sep 2016
      • 65

      #3
      Originally posted by yurikuzn
      Hi Michele,

      Try the layout Quote Items > List (item).
      Thanks Yuri, I apologize... I didn't notice at first there was a list(item) type of layout at the bottom...

      Now I notice another "problem": my test product has pricing type "discount from list", with list price 20. When I add it to a quote as an item is shown having unit=20 and discount 0. Shouldn't be list=20, unit=20, discount=0 ? Where I misunderstand it?

      thanks,
      Michele

      Comment

      • yuri
        Member
        • Mar 2014
        • 8440

        #4
        I don'nt understand the issue. I tried in the last version and it worked well.
        If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

        Comment

        • michib
          Member
          • Sep 2016
          • 65

          #5
          Originally posted by yurikuzn
          I don'nt understand the issue. I tried in the last version and it worked well.
          See the screenshot attached. Product1 is a product with pricing type discount from list and list price = 20 euro. When I put it inside the order I get that. Is this the intended behaviour?
          I'd expect to get list=20, unit=20, discount=0 automatically and than you should be able to modify either unit or discount and get the other field automatically changed.

          Michele

          Comment

          • yuri
            Member
            • Mar 2014
            • 8440

            #6
            Do you use cloud or on-premise? If the last: update advanced pack to the latest. There was a bug a couple versions before.
            If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

            Comment

            • michib
              Member
              • Sep 2016
              • 65

              #7
              Originally posted by yurikuzn
              Do you use cloud or on-premise? If the last: update advanced pack to the latest. There was a bug a couple versions before.
              Hi Yuri I'm on-premise.
              I'm running a development version, Espo 5.3.5, AP 1.32.13.
              I had a strange "issue" when upgrading AP on this system: the web interface reported a error:null (in red) and it locked in "Please wait...". But then going to admin - extensions it says the AD is upgraded. Could it mean something?

              thanks,
              Michele

              Comment

              • yuri
                Member
                • Mar 2014
                • 8440

                #8
                I don't know. Check logs.

                Try to upgrade espocrm to 5.3.6.
                If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.

                Comment

                • michib
                  Member
                  • Sep 2016
                  • 65

                  #9
                  Originally posted by yurikuzn
                  I don't know. Check logs.
                  It was weird. I have xdebug on and it exausted free space on device. So removed old one and reinstalled properly recreated products and orders but no it does not work. I noticed that when you change discount from 0 to 10 for example the unit price goes blank so there must be a bug there.

                  Originally posted by yurikuzn
                  Try to upgrade espocrm to 5.3.6.
                  I'll let you know.

                  thanks,
                  Michele

                  Comment

                  • michib
                    Member
                    • Sep 2016
                    • 65

                    #10
                    Originally posted by yurikuzn
                    Try to upgrade espocrm to 5.3.6.
                    5.3.6 solves it.

                    thanks,
                    Michele

                    Comment

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