Overview
We have built in support for adding either a percentage or a fixed value discount to a sale. You should use this functionality when you wish to discount the sale as a whole. Examples may this occur are:
- Applying a 10% student discount
- Running a promotion such as where you give £10 off a sale when the customer spends over £100
You should not use the discounting functionality if you are reducing the price of a specific item. For example selling an ex-display product at a reduced cost. In these situations, you should reprice the specific item instead.
Discount Categories
Each discount must be logged against a Discount Category. This allows you to report on your discounts grouped by the specific reason. Example discount categories may be:
- Staff Discount
- Student Discount
- Damaged Goods
Creating a Discount Category
- Navigate to: Settings -> Configuration -> Reporting.
- Navigate to the "Discount Categories" section.
- Click the "+ Add New" button at the bottom of the list.
- Enter the name for your new Discount Category.
- Click the "Save..." button.
Editing a Discount Category
- Navigate to: Settings -> Configuration -> Reporting.
- Navigate to the "Discount Categories" section.
- Click on the edit icon next to the category you wish to rename.
- Enter the new name for your new category.
- Press the "Save..." button.
Deleting a Discount Category
- Navigate to: Settings -> Configuration -> Reporting.
- Navigate to the "Discount Categories" section.
- Click on the delete icon next to the relevant category.
- When prompted, confirm you wish to proceed with the deletion.
Applying a discount to a sale
- Tap the 'Functions' button from the sales screen.
- Tap the 'Add Discount' button.
- Select either Fixed or Percentage.
- Select a Discount Category.
- Enter the discount amount.
- Tap the 'Add Discount' button.
- The discount will be applied to the sale and the balance reduced accordingly.
Note: Staff members require the Discount privilege.
Voiding a Discount
- Tap on the discount you wish to void from the sales screen.
- Tap the 'Void' button.
Reporting
- You can monitor and track discounts using the Sales Discount report.
- The "Management Report" shows all discounts grouped by category.