In the Invoice/Quote module, each line item includes three check boxes:

Check box If the box is checked:
TAX The item will be taxed at the default tax rate.

The item that was returned as defective cannot be resold.

In the Quantity box, indicate a negative amount of returned items to adjust the Qty. Defective count. Do not add the item to the Stock on Hand count.


The Net pricing rule is applied to the item with the following discount restrictions:

  • A pricing plan percentage discount is not given.
  • A prompt payment discount is not given.
  • Rich Rewards: Rewards points will not be earned.
  • At checkout, manager approval will be required under the following conditions:
    • A manual price change
    • An F4-Discount Item price change
    • Clearing the Net pricing rule

To learn more, click the title of a Knowledge Base article (KBA).

KBA Title Area
How to change the default tax definition of a customer at checkout Inventory
How to clear and report a defective item Reports
How to set up a prompt for a quantity price discount Set up–Company
How to prevent manual discounts from applying to Net items Setup-Company


If you have questions or suggestions about this information, contact

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 10/19/21