The document provides instructions for setting up and applying discounts in a point of sale (POS) system. It explains how to create new discounts under Maintenance settings and discounts. Discounts can then be applied to individual items or the total by clicking the discount amount, selecting the relevant discount, and finalizing the sale. Discounts set as percentages can only be applied to the total, while discounts set as dollar amounts can be applied to either items or the total.
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Discounts
1. DISCOUNTS
HOW TO SET UP DISCOUNTS
HOW TO APPLY DISCOUNTS
1. First we have to set up the discount. Go to Maintenance-Settings-Discounts
2. Next Click on New to create a new discount. Enter in the details of the discount. If it is a %
or $ discount, simply tick the appropriate box. Make sure that the Active box is ticked and if
you want your staff to be able to override the amount of the discount, you can tick the
Override box. Then Click Save. PLEASE NOTE: The expiry date is if you wish the discount to
expire on a certain date.
2. 3. When it is time to apply the discount to a customer and you are in the POS screen, there are
several ways of applying the discount.
4. To apply a discount to certain product and not the overall total, simply click on the $0.00
under the Discount cell.
3. 5. Next the box with the discounts will appear. Select which discount you want to apply to the
item.
6. Once this is selected, it will take you back to the main POS screen where the discount has
been applied to the item.
7. PLEASE NOTE: To apply a $ percentage this is the only way to apply that discount.
4. 8. The other way to apply a percentage discount is to click on the $0.00 in the Discount section
of the Total Bar.
9. Next, the box with the discounts will appear. Select which discount you wish to apply to the
overall total.
5. 10. Again, once the discount is selected it will take you back to the main POS screen where the
discount has been applied.
11. You are then free to finalise the sale.