How to Set Default Item Level Discount in myBillBook

Overview

If you sell certain items at a fixed discount every time, manually applying that discount on every invoice is tedious and error-prone — especially when you have a team billing on your behalf.

myBillBook now lets you set a default discount on any item in your inventory. This discount auto-applies every time the item is added to a sales transaction. No more remembering, no more mistakes.

📌 Platform: Available on Web and ODA (Desktop App). Works across all sales voucher types.

What Is Item Level Discount?

Item Level Discount is a default discount you set once on an item. Every time that item is added to a sales voucher, the discount is pre-filled automatically.

Example: You always give 10% discount on a specific product. Instead of typing "10%" every time you bill it, set it once in the item's pricing details. Next time you add this item to an invoice, the 10% discount is already applied.

Key difference from Discount on MRP: Item Level Discount is an actual discount applied to the selling price that reduces the invoice amount. Discount on MRP is a display-only field showing savings off MRP.

Where Item Level Discount Applies

The preset discount auto-applies on:

• Sales Invoice

• Estimate / Quotation

• Proforma Invoice

• Credit Note

• Delivery Challan

⚠️ Does NOT apply to: Purchase Invoice, Debit Note, or any purchase-related transaction. Item Level Discount is sales-side only.

How to Set Up Item Level Discount

Step 1: Open an Item

1. Go to the myBillBook Dashboard

2. In the left panel, click Items (Inventory)

3. Click on the item you want to set a discount for

Step 2: Edit Pricing Details

1. Click Edit Item (or the edit icon)

2. Scroll to the Pricing Details section

3. You'll see a field: "Discount on Sales Price"

4. Enter the discount value — for example, 10%

5. Click Save

Step 3: See It in Action

1. Go to Sales → Create Sales Invoice

2. Add a Party (customer) and add the item you just edited

3. The discount is already pre-filled on the item line — auto-applied!

4. You can still edit the discount on the invoice if needed for a specific transaction

💡 Tip: Use Bulk Edit to set discounts across multiple items at once. Go to Items → Bulk Edit. Note: Bulk edit supports percentage (%) discount only.

What Gets Updated Automatically

• Invoice line item shows the pre-filled discount whenever the item is added

• Invoice Print reflects the applied discount

• Ledger entries account for the discounted amount

• GST calculations are done on the discounted price

• Works with Wholesale prices and Party-Wise Item Pricing (PWIP)

• For batched and serialized items, the discount applies to the item as a whole, not individual batches

Important Things to Know

• Changing the default discount does NOT affect past invoices. Only new invoices pick up the updated discount.

• The discount is editable on the invoice screen — your staff can override it for specific transactions if needed.

• Discount before tax interaction: If a user has already applied "Discount before tax" on an invoice and then adds an item with a preset discount, the "Discount before tax" value takes priority (not the preset).

• Access control: Only Admin, Partner, Stock Manager, and Accountant roles can create/edit item-level discounts.

Frequently Asked Questions

Q: Will changing the discount affect old invoices? No. Past invoices remain unchanged. Only new transactions will use the updated discount.

Q: Can the discount be edited during billing? Yes. The item-level discount is editable on the invoice screen. Your staff can adjust it for any specific transaction.

Q: Can I set different discounts for different customers? Item Level Discount is a universal default for that item. For customer-specific pricing, use the Party-Wise Item Pricing (PWIP) feature.

Q: Does this work with Bulk Add? Yes. When using Bulk Add Items, include the discount in percentage. The sample template shows how.