Note: This Knowledge Base Article is for Accrisoft Freedom Customers using New Finance.
Accrisoft Freedom users may have been using Commerce Products to apply discounts to orders. After the conversation from Legacy Finance to New Finance, Discounts are now managed in the New Finance Discounts Module.
This article will detail the steps needed to convert Discounts from Commerce Products to the New Finance Discounts.
- Begin in the Products Module, and view the Products tab. This is where the Legacy Finance products that were previously used as discounts will be located.
- In the Products Module create a report of the old Product Discounts. This will be your reference while creating and reviewing the discounts in the Discounts Module.
- In the Discounts Module review any discounts that may have been imported verify the SKU.
- In the Discounts Module create any new discounts and include a new SKU/
- In the Chart of Accounts Module, under the SKU tab, map the discount's SKUs to an appropriate Contra-revenue GL Code
- You may delete the Discount Product from Products Module, as these are no longer used in the system.
Once added to the Discounts Module and properly mapped in the Chart of Accounts Module, the discounts are ready for use.