Edit/View Default or Standard Items such as Partner Discount, Billable Expense Mark Up and Subtotal

1. To view/edit Partner Discount:

• Navigate to Lists > Accounting > Items > Type = Discount > view any discount item > change the integer number located on the last part of the URL to -6 > Hit Enter

2. To view/edit Billable Expense Mark Up:

• Navigate to Lists > Accounting > Items > Type = Markup > view any Markup item > change the integer number located on the last part of the URL to -5 > Hit Enter

3. To view/edit Subtotal:

• Navigate to Lists > Accounting > Items > Type = Subtotal > view any Subtotal item > change the integer number located on the last part of the URL to -2 > Hit Enter

Alternatively when there are no Billable Expense Mark Up and Subtotal items created yet:

1. Create a test sales order > Navigate to Transactions > Sales > Enter Sales Orders.

2. On the Items tab > first enter any Inventory Item

3. On the next line item,  enter Billable Expense Mark Up (enter 0.00 rate)

4. On the 3rd line item, enter Subtotal (do not enter any rate as this will auto-populates the total amount of Inventory plus the Billable Expense Markup)

5. Hit Save.

6. View the Billable Expense Markup and Subtotal items from the Sales Order > from there those items can now be edited.

When there are no discount items created yet:

1. Create a non-posting partner discount: Lists> Accounting> Items> New> Discount
2. Specify a name on the Item Name/Number field.
3. Enter any rate on the Rate field.
4. Click Accounting tab and select Non-Posting.
5. Hit Save
6. Perform the steps in number 1 above - View/edit Partner Discount