The Retail discounts screen under the Point of Sale menu is used to set up and manage discounts applied in the Point of sale screen. Only items that have the allow discounts setting enabled will be able to be discounted in the Point of sale screen.


TABLE OF CONTENTS


Add a discount

  1. Open the Retail discounts screen from the Point of sale menu.

  2. Click Add and enter the name of the discount.

  3. Add the discount to be applied as follows (use format as per bold text):

    • Specified amount ($5) - $5 discount
    • Percentage (10%) - 10% discount
    • Cost + 10% - discount price will be cost inc tax + the percentage specified
    • Cost - discount price will be cost price only inc tax

  4. Specify a discount type:

    • Sale - Applies to all items within the sale that allow discounts.
    • Line - Applies to selected items with the sale that allow discounts.
    • Tax discount - removes the tax value from the selected item. This feature is not yet implemented.
    • Surcharge - this has been superseded by our payment type surcharge function.     

  5. Specify the behaviour. 

    • Fixed - discount amount cannot be amended at POS

    • Prompt - allows the user to enter the discount amount at the time of sale. Do not enter an amount for prompt, only specify either a $ or %.

    • Editable - Not applicable for discounts.

    • Restricted - user will be prompted to enter a password when adding the discount (the password needs to be set in the System settings > Point of sale > Restricted item password)
      Note that this function only works if the discount item is set up with its own button at POS or if the user enters the PLU code for the item into the POS screen. If you are using the discount POS function (i.e. the discount popup that shows all discounts at POS), we recommend you enable the password feature on the button itself, and not set the restriction at the item level.

  6. Click Save.


If desired, you can also add additional details such as report groupings, or barcodes in the details panel. Remember to save and confirm any additional changes.


Once your discount is set up, it will appear automatically under the Discounts submenu in the Point of Sale screen (select Line discount or Sale discount). If you do not have discount buttons showing, see our related article about how to add new buttons in Point of sale. 



Delete a discount

You will not be able to delete discounts that have been used at Point of sale. Please make the discount inactive instead.

  1. Open the Retail discounts screen, and search for the discount you wish to delete.
  2. Right-click on the selected row and choose delete row, if you are running version 16.15.00 or below, use the scissors icon in the grid to remove.
  3. Click Save, and confirm your changes.


Make a discount inactive

  1. Open the Retail discounts screen, and search for the discount you wish to make inactive.
  2. Highlight the row, so the details will appear in the right-hand panel.
  3. Untick the Active tickbox.
  4. Click Save, and confirm your changes.


Reactivating a discount

  1. Open the Retail discounts screen.
  2. Untick the Active tick box at the bottom of the screen to show all inactive discounts.
  3. Highlight the discount you wish to make active again.
  4. Click the Active box on the selected row so it appears ticked.
  5. Click Save, and confirm your changes.