OVERVIEW: Distru makes your accounting uniform and repeatable by any employee, saving hours of reconciliation. You can create preset charges or discounts in settings that auto-apply based on products added to the order, always have the same name and rate, and can be mapped to your QBO chart of accounts.
Table of Contents:
A. Making Presets
Head to your Hamburger Menu>Settings>Customize Distru>Charges & Discounts:
Click the green "Add Charge or Discount" button in the top right:
Select the type of preset, either "Charge" or "Discount".
If "Allow Inline Editing" is toggled on, this will allow a user that is adding this preset to a Sales Order the ability to edit pre-populated values for the preset on the Sales Order itself.
Give your preset a name. ex. "Holiday Discount"
Select the type, either "#Percentage" or "$Price".
Enter the number value for the preset. ex. "10%" or "$10"
From the "Quickbook Item (Sales)" or "Quickbook Item (Purchases)" dropdown, select the appropriate Quickbook Item for how you wish this Charge or Discount to appear in QBO (more detail on this in the next section).
If you have products with specific Product Tags associated to them, and you want the Charge or Discount you're creating to automatically be applied to Sales or Purchase orders that contain this product, select the appropriate Product Tag in the space provided and then check-off the box to show on Sales Orders, Purchase Orders, or both.
When all appropriate info is filled out, click the green "Add Discount" button.
The Discounts or Charges you create will be listed as such on the page. To edit a preset that has already been made, click the Pencil/Edit icon next to the one you wish to alter. To delete a preset just click the Trashcan icon next to it:
To add one of the preset Charges or Discounts you've made to a Sales Order or Purchase Order, click the green "Add (down arrow)" in the Additional Charges/Discounts area of the SO or PO and select the appropriate preset:
B. Preset Charges/Discounts as a QBO Item
If you want your Preset Charges or Discounts to show up on Quickbooks Invoices as its own line item, you'll first have to create the appropriate QB Item from the Quickbooks Integrations page within Distru (Syncing Products to Different QBO Accounts using Quickbooks Items). Assigning a specific Quickbooks Item to a preset allows you to choose how that preset will appear in QB, and also to which QB Account it will be associated with.
C. Charges and Discounts: One-Off's
Before Preset Charges and Discounts, the way to add either to a Sales Order meant that you were doing so on an order-by-order basis. That is still an option, should you only need to make one for a specific SO or customer.
To add a singular "Charge" or "Discount" to a Sales Order, click the green "Add" button in the "Additional Charges/Discounts" section on a Sales Order:
Click the green "New Charge or Discount" link. If you have saved presets you'll notice them for selection as well:
Select "Charge" or "Discount" from the dropdown provided.
Give the Charge or Discount a name.
Select "% Percentage" or "$ Price" from the dropdown provided.
Enter the number value for the "Charge" or "Discount". ex. "10%" or "$10"
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