Discounts

August 31, 2022 09:21

Discounts are often used in retail to discount overstocked or end-of-season merchandise and can be used to appreciate your customer base, especially if it is designed around your CRM builder and customer categories. It is also a good way to clear back stock or seasonal items that may be taking up space on the sales floor, so that other relevant items that could generate revenue could be stocked.

Creating Discount Codes

Discounts are created from the backend portal, Console

Go to Settings → General Settings → Promotions → Add Discounts

Each discount must have its own unique Discount Name. This will show up in all reports and filters so you should name them carefully. If you try to create a discount with an existing name a popup will be displayed asking you to confirm this activity. It is not advisable to create structures with the same name. This will lead to much confusion when reviewing reports.

Select the Discount Type: Discounts can be applied at a straight Percentage deducted from the selling price or using the Multiple Item Discount (where the customer purchases more items and receives a greater discount). Variable Discounts can also be set up so the cashier is prompted for the discount percent at the sales screen.

Link to the steps to make a Discount Inactive

Discounts can be applied at the POS in one of two ways; at a transaction level where the discount is applied across all items in the transaction, or at an item level, where it is applied on a single item. In addition, items can be modified to always ring up at a discount by applying a discount code at the master item level.

Promotion Entitlement

This function has the ability to have store-specific promotions.

Note: If promotions are not entitled, then they will be available in all locations.

Go to Settings → Location Hierarchy Settings → Store

Select the Store and navigate to Promotion Entitlement → Click on Discount Lookup.

Select the promotions and hit Entitle to Store.

Applying Discounts on POS

Item Level Discounts

Follow the steps below to perform a transaction.

Step 1: Adding Items to Cart

Users can add items to the cart by simply clicking on the item from the ‘All Items ‘ list or Quick Picks on the transaction screen or by Clicking on the ‘Barcode icon’ on the screen to scan the items to be sold and add them to the cart. Users can also search for the items by clicking on the ‘Search icon’ and adding them to the cart.

Step 2: Click on the ‘eye button at the bottom of the screen to view the cart details.

Step 3: Click on the 3 dots at the top of the screen to view More Options → Apply Discount → Select a discount from the dropdown box → Click Apply.

2021-09-03_18_44_34-Screenshot_20210903-184112_6IX_POS.jpg__-_Photos.png 2021-09-03_18_45_06-Screenshot_20210903-184115_6IX_POS.jpg__-_Photos.png

Step 4: Click again on the ‘cart amount button’ to proceed further which leads to a tender selection screen.

Step 5 : From the Tender selection screen, select an option to process the transaction.

Step 6 : Click on ‘Proceed to Check out.

Step 7 : Click on ‘Start a New Sale’ to exit the screen and start a new sale.

Transactional Level Discounts

Follow the steps below to perform a transaction.

Step 1: Adding Items to Cart

Step 2: Click on the ‘arrow with 3 dots' at the top of the screen to view the cart details view More Options → Apply Discount → Select a discount from the dropdown box → Click Apply.

Step 4: Click again on the ‘cart amount button’ to proceed further which leads to a tender selection screen.

Step 5: From the Tender selection screen, select an option to process the transaction.

Step 6: Click on ‘Proceed to Check out.

Step 7: Click on ‘Start a New Sale’ to exit the screen and start a new sale.

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