Hi,
In all modules in ZOHO CRM (Quotes, PO, SO, Invocies) an overall Discount can be applied in addition to the discounts per product. It's great and useful.
A big issue though is that you put it AFTER taxes. In addition to not fit any financing/accounting standard, it messes with all possible reports. Piloting the business in this context is VERY hard. There can't be any clear view on the cash. It's a strong drawback for ZOHO, renders it almost useless because for any business, particularly SMBs, having a clear view of the cash on a day to day basis is one of the most important thing.
Fortunately, there is a workaround: simply not use the Discount field, which is highly inconvenient.
The good way to present the numbers are either:
Discount
Sub Total
Tax
Grand Total
or
Sub Total
Discount
Tax
Grand Total
Please correct this ASAP.
Best regards,
Pole Star team