Lightspeed | Process for recording discounts on a purchase order when ordering via a supplier portal

This is the best practice on how to record discounts on a purchase order when ordering products via a supplier portal.    

1. Create P/O without Discount
2. Receive Stock without Discount & send to Xero
3. Edit Xero Bill to include portal discount

• Add line with "Fluidra Portal Discount" against account COGS - Discounts Taken (will default to GST on expenses) with the negative amount
• Adjust the total invoice amount on the top RHS to match the new total on the bottom of the invoice
• Remove the (P/O) from the Reference Line so you know it has been actioned - just leaving the Inv # as a reference to reconcile against payment at end of the following month
• Amend Invoice date if required
• Attach a copy of the supplier invoice to the Bill
• Save.