Discounts are ways of reducing the price of items or transactions in some way.  You may want to use these for special coupon promotions, for a dissatisfied customer, or as a membership perk.

Add a New Discount

1. From Manager Console, click Cash Control.
2. Double-click Discount Maintenance.
   
   
   
   
3. Click Add.
4. Continue configuring each tab as described below.

General Tab

1. Enter a Description for the discount, which usually indicates what the discount does and/or any marketing campaigns it might be associated with, such as "Fall Frenzy BOGO" or "Employee Meal."
   
2. Select the Discount Class depending on what this will be used for.
   
   • Customer: This is the most common class and refers to coupons customers can use to reduce the price of a transaction. These can be applied by the cashier via POS, or online with a discount code depending on how they are set up.
     
   • Employee: This discount will appear on the tender screen under Employee Discounts in POS, and it can be configured to require an employee login to authorize its use.  You might use these to offer employees a free meal.
     
   • Manager: Similar to an Employee discount, this applies to managers only and appears on the POS tender screen under Manager Discounts.
     
   • Special: These discounts won't show up at the POS, rather they will be available to use in Memberships.
     
     
     
     
3. Select the Discount Status:
   • Active: An Active discount is the only discount that can be used.
     
   • Suspended: This status is usually for discounts that are temporarily not available.
     
   • Retired: This status usually indicates this discount has been permanently discontinued.
     
4. Select the Discount Type:
   • Flat Amount: This removes a predetermined dollar amount off the price.
     
   • Percentage: This removes a set percentage off the price.
     
     • Selecting Open Amount lets you enter the amount at the POS during the transaction.

   • Buy X Get Y Free: This lets you select a number of an item a customer can purchase and get a certain number of that same item free.
     
     
     

      

5. Enter the Minimum Quantity of a qualified item a person must buy to be able to use this discount.
6. If there is a Minimum Amount in dollars someone must spend before they can use the discount, enter it in this field.
7. Enter the Discount Amount or configure the Buy and Get fields depending on what type of discount it is.
   • Discount Amount: Enter the dollar amount or percentage to take off the price.

   • Buy X Get Y Free : Enter the amount a person must buy into the Buy field.  Enter the amount of the item they get free into the Get field. In the below example, a person would have to buy 2 in order to get 1 free.
     
     
     

     Mapping ID is similar to a SKU and helps track a discount across multiple locations.
8. Configure the options on the right side of the tab as necessary, keeping in mind the options available depend on what other configurations you have set.
   
   
   • Web Enabled: Selecting this means you intend to have a code configured so this discount can be used online.
   • Manager Auth Required: If this is selected, a person will be unable to apply the discount without manager approval.
   • Signature Required: This prints a signature receipt for the person to sign when the discount is used.
   • Ask For Notes: Selecting this prompts for notes at the time the discount is used.
   • Prompt for Source Code: This prompts for a pre-configured source code to be entered when the discount is applied, unless you are applying the discount by scanning a barcode that has a source code already associated with it.  This is often used as a way to track where a customer got a discount to determine the most effective advertising sources. For example, you might put the code "online100" in your web mailer and "print100" in the local paper.  The source code you enter at the prompt tells you where the customer got the discount information and lets you pull reports on how many from each are used. Source codes associated with barcodes are configured in the Barcodes tab.
   • Combinable: Selecting this means the discount can be used with other discounts also marked Combinable in one transaction.
   • Apply to All: This means the discount affects the price for all valid items in a transaction when you apply it rather than just one.  If this isn't selected, the first item in the list is discounted. If it is selected, the discount will divide equally among all the applicable items in the transaction. For example, given a transaction with 3 $1 items, a $2 discount without Apply to All selected, would deduct a total of $1 because the entire price of the first item is covered at that point and the discount doesn't apply to any other items.  If Apply to All is selected, a total of $2 would be deducted because the additional dollar on the discount would be removed from the second item in the transaction. Percentage discounts take either the specified percentage off one item, or the specified percentage of the total for all valid items depending on whether this is selected.
   • Auto Use Maximum: If this discount can be applied to the same transaction more than once, selecting this will automatically apply the discount the maximum number of times. This isn't available if Apply to All is selected.
   • Max Per Transaction: Selecting this lets you enter a maximum number of times this discount can be applied to one transaction.
   • Customer Required: If you select this, the order will have to be attached to a customer.
   • Limit Customer Uses: If a customer is attached to this discount, you can select this to limit how many times this customer can use the discount.  Enter a maximum number of uses into the field below.  If you want each item in the transaction the discount applies to to count as a use, select Use Per Item, otherwise each application of the discount is a use. If you want the customer to be able to use the discount again after a certain number of days, select Reset Uses After and enter the number of Days after which the customer's use count will reset.
9. When you are done configuring these options, open the Divisions tab.

Divisions Tab

The Divisions tab lets you restrict where the discount can be used by Division.

1. To add restrictions, select Restrict to List. 
2. Click Add Division.
3. Select a Division in which this discount is valid.
4. Add more divisions as necessary.
   • Any divisions not on this list will be excluded from using this discount.
     
5. Open the Date/Time tab.

Date/Time

This tab lets you restrict when this discount can be used. By default there are no restrictions and the discount is good any day of the week.  To restrict the dates when the discount can be used, select Valid From Date and/or Valid Until Date, and select the start and end dates for this discount respectively.  To restrict the time select Valid From Time and Valid Until Time and enter the start and end times a person can use this discount.  To make this discount unavailable on specific days, or on holidays, deselect the days on which the discount is not valid.

Inventory Tab

The Inventory tab lets you restrict which items the discount can apply to.

All items you want to be valid for a discount must have Allow Discount selected in Inventory Item Maintenance.

By default, All Inventory is selected and any item with Allow Discount selected can be used with this discount.  To restrict the discount for use on only certain items, select Restrict to List. You can click Add Category to select an entire category of items to the list of those valid for this discount, or Add Inventory Item, to select an individual item this discount is valid for. Add as many categories and items as you need. 

Any items that are not either in a category listed here, or are not listed in the Items column, can not have this discount applied.

 If this is an Employee discount, the next tab will be the Security Groups tab.  If not, it will be the Barcodes tab.

Security Groups Tab

This tab only appears if the Discount Class is Employee. By default, all employees can use this discount, but you can select Restrict to List to select only certain Security Groups who can use the discount.  Click Add Security Group and select a security group for each one you want to have access.

Open the Barcodes tab.

Barcodes Tab

This tab lets you associate barcodes and source codes with your discount. Printed barcodes can be scanned to use the discount.

1. Click Add Barcode to create a new barcode.
2. Enter a name for it in the Barcode column.
   Barcodes in this field can't contain a $. Unique barcodes will automatically generate with this symbol, but adding one here will make the discount unusable.
3. If necessary, enter a Source Code, which will be associated with this discount when it is scanned.
   • These can be used to track where a customer got a discount if you have it available from multiple sources.
4. If Web Enabled is selected in the General Tab, select Web next to the barcode to make it usable online.
   • Customers will enter the Barcode at checkout online to apply the discount.
5. Select the Barcode Requirement.

   • None indicates there is no barcode required to use the discount.

   • Required indicates a barcode is required to use the discount, but the same one can be used by multiple customers.

   • Require Unique indicates a unique barcode is required for each use of the discount and a barcode can not be used more than once. You can click Generate Unique Barcodes... to create a set of unique barcodes you can format and send to a printer if necessary.
     
     

6. Add as many barcodes as you need to the discount.
7. Click OK to save the discount.