SageCRM insights - Line Item VAT & Discount module
Nick Rainbird • June 17, 2020
Welcome to this weeks SageCRM-Insights article where we are going to share with you one of our highly requested custom modules for managing Quote and Order Line Item level Discounts and VAT
calculations. SageCRM out of box does not currently include the functionality to manage VAT application and line item level discounts but does let you set a discount percentage or amount that can be applied across the full quote or order record. So following requests from our customers and new prospects we have developed both a Line Item level VAT and Discount module for SageCRM.
Applying a line item level discount %
If you need to be able to provide a quote or order discount at the line item level for one or many products we have provided a "Discount %" field where a percentage value can be entered and will be applied to the specific line item product only. In the example below 10%
discount will be applied to the cost of dinning chair.
The "Discount%, Line Item Discount, Discount Total" fields are automatically populated for the line item entry and the order summary screen.
This feature can also be extended so validation rules can be put in place so only discounts up to a specific threshold percentage can be applied. e.g. no more than 25% can be applied as a discount.
Applying VAT to a Line Item
If you need to be able to provide VAT costs on your quotes and orders we have developed a VAT module which picks up the VAT rate from the VAT% selection field at the line item level. (The selection list means you can have multiple VAT rates to select from which can be changed easily to 0% and 20% as shown in the below example).
The "VAT Line Item" and "Total Inc VAT" custom fields have been created and are populated automatically with the correct calculation at the line item level. At the quote or order summary record level the "Total VAT" and "Total Including VAT" values are also calculated.
This also means the new custom discount and VAT fields can be added to any quote or order templates you have in place.
To demonstrate these features we have put together the following short video so you can see both the discount and VAT modules in action:
If you are interested in adding one or both of these module to your existing or new SageCRM system please feel free to get in touch on
01494 490409
or email the me at
nick@rainbirdbusiness-solutions.com
to discuss these further.
Until the next SageCRM Insights instalment keep safe and we will continue to help you unlock your success with SageCRM!
Nick
Rainbird Business Solutions
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ERBS's Contracts module for SageCRM allows businesses to easily create and manage contracts, renewals and automatically generate sales orders based on the contract billing frequency, helping teams streamline operations, reduce manual effort, and improve billing accuracy. Fully integrated with Sage50 and Sage200 the auto generated sales orders can then be posted from SageCRM directly at a click of a button. Key Features: Contracts can be created directly from sales quotations or orders Supports multiple and custom billing frequencies (4 weekly, monthly, quarterly, annually) Contract and Product level Site management Process contract amendments midterm tracking historic changes and authorisations if required Easy Management of Annual Price Increases at product level Renewal and purchase order reminders and dashboards On Hold and Cancellation processes By connecting contracts directly to automated sales order generation, businesses can create a more reliable and scalable process for recurring business that help teams work smarter, improve visibility, and accelerate growth If you would like to find out more about the Contracts module for SageCRM please feel free to get in touch on 01494 490409 or email me at nick@rainbirdbusiness-solutions.com to discuss these further.
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