Adding Discounts (VMS Details)

Bullhorn

1. 1. Click on DISCOUNTS

   

2. 2. Click on ADD DISCOUNT

   

3. 3. Fill in the information

   • Effective Date: The date when the discount first goes into effect.

   • Title: Enter in a descriptive name for the discount to be applied.

   • Type: Select from Standard, Rebate, VMS Fee, or Other.

   • Ignore for Sales Tax Calculations: Determines if the discount is factored into the Sales Tax.

     • See Discount Use Cases and Calculations below for more information.

   • Calculate and Display on Invoice: Determines if the discount will display on the invoice.

     • See Discount Use Cases and Calculations below for more information.

   • Sent to Accounts Receivable: Determines if the discount should be sent to Accounts Receivable.

     • See Discount Use Cases and Calculations below for more information.

   • Priority: When using multiple discount rates, you can set the order in which the discount should apply.

     • See Discount Use Cases and Calculations below for more information.

   • Rate: The amount of the discount.

   • Status: Set whether the discount is currently active or inactive.

   • General Ledger Account: Enter in the account from your General Ledger or QuickBooks that is associated with the discount.

   • Product/Service Code: Enter in the applicable product or service code.

   • Location: Enter the associated location.

   • Earn Code: Select the earn code to which the discount is applied.