I’m trying to integrate ZOHO books invoice system with Woocommerce. I’m creating a sales order using API which is later converted into an Invoice and trying to add discounts for both levels. One in items_level that is attached with line items and another in entity_level should be applied on the subtotal of line items before the tax calculation.
The issue I’m facing is the API applying the discount only at entity_level(ignoring items_level), whereas I’m adding discounts for both in the API request body. (See the attachment)
Request body:
{
"customer_id": "123456789",
"date": "2022-03-05",
"shipment_date": "2022-03-05",
"is_inclusive_tax": false,
"place_of_supply": "DL",
"salesperson_name": "ABC",
"gst_treatment": "consumer",
"line_items": [
{
"rate": '999',
"name": "Product_Name",
"description": "Product_Descp",
"quantity": 1,
"product_type": "goods",
"discount": "10%",
"tax_id": "123456000",
"hsn_or_sac": "200200"
}
],
"billing_address_id": "12347890",
"shipping_address_id": "12347891",
"tax_id": "123456000",
"discount": "202.89"
"shipping_charge": "40",
"delivery_method": "delivery_method_name",
}
I want both to work together because I need to show coupons discounts at entity_level (if coupon applied during checkout) and sales discount at items_level.
Is there any setting or any other way to add discounts on both levels simultaneously?
Any help will be much appreciated!
Thanks,
2
Answers
Zoho Books does not allow entity and item level discounts to be applied simultaneously. You have to choose one of them by setting the API key "discount_type" to be "entity_level" or "item_level".
The API has another key to calculate the discount before tax, which is "is_discount_before_tax".
We add invoice level discount as an adjustment (with a negative value, of couse). You can enable adjustments in Preferences.
In API, the field names are "adjustment" and "adjustment_description". This method works for us, although not ideal. All adjustments go into "Other Charges" in COA.