Surcharges & Discounts on Stock Sales

tock Sales support percentage-based surcharges and discounts, allowing you to add charges like fuel levies or early payment discounts to your stock sale orders. These lines are calculated against the product line subtotal and included in the stock sale total.

Adding a Surcharge or Discount

On the Stock Sale edit page, scroll down past the product line items table. You will see the Add Surcharge / Discount button. Click it to add a new row.

Each row contains the following fields:

• Type – Select Surcharge or Discount.
• Name – A label for the line. Start typing to search saved templates. Selecting a template auto-fills the type, percentage, tax, and account code.
• % – The percentage to apply against the product subtotal.
• Tax Type – The tax treatment for the line. (Visible via the details toggle.)
• GL Code – The general ledger account code for accounting integration. (Visible via the details toggle.)
• Amount – Automatically calculated. Discounts display as negative values.
• Tax – The tax amount based on the line amount and selected tax rate. (Visible via the details toggle.)

Click the … (ellipsis) icon in the table header to show or hide the detail columns.

How Amounts are Calculated

The amount is calculated as:

Line Amount = Product Subtotal × Percentage / 100

Since Stock Sales do not have task line items, the calculation is based on the product subtotal only. Amounts update in real time as you add, modify, or remove product lines.

Stock Sales Created from Quotes

When a Quote is converted to a Stock Sale, any surcharge and discount lines on the quote are carried across to the stock sale. Each line retains a back-reference to the original quote line for traceability.

Flow-Through to Invoices

When a Stock Sale is invoiced, the surcharge and discount lines flow through to the resulting invoice. The invoice lines maintain references back to the stock sale lines, preserving the full audit trail from quote through to invoice.