Discount Procedures

This section describes the Ordering application discount procedures.

Apply a Discount to an Item

To apply a discount to an order item:

  1. From the order item listbox, select the order item to discount.

  2. From the Actions menu, select Discount.

  3. From the menu bar at the top of the window, select a discount type.

    • Only valid discounts for the selected order item are listed.

    • To search for a discount, select the search icon search_icon.png and then use the keyboard to type the discount name.

  4. Select the discount. The discount is displayed below the item on the order item listbox.

Opmerking

“Amount Off” and "Forced Price" discounts can be applied against either the price of each discounted item or against the sum of the discounted item prices.

Apply a Discount to an Order

To apply an order-level discount:

  1. On the lower-left of the screen, select Options.

  2. From the Options menu, select Discounts.

  3. From the Discounts popup, select the discount. The discount is displayed below the order item listbox.

Apply a Discount by Code

When the code for a discount is known or is printed on a coupon, apply the discount by typing its code instead of its name or description.

To apply an order-level discount by code:

  1. On the lower-left of the screen, select Options.

  2. From the Options menu, select Discounts.

  3. In the Search field of the Discounts screen, type the discount code.

  4. Select the discount to apply it to the order.

To apply an item-level discount by its code:

  1. From the order item listbox, select the order item.

  2. From the Actions menu, select Discounts.

  3. In the Search field of the Discounts screen, type the discount code.

  4. Select the discount to apply it to the item.

Capture Customer Information for a Discount

A discount may require additional customer information before the discount is applied. For example, the site might offer a discount that is only available to specific customers based on eligibility, such as military personnel, students, or police officers.

When this type of discount is selected from the Discounts screen, the operator is prompted to capture customer information.

To capture customer information for a discount:

  1. From the Customer Info dropdown, select the applicable customer type.

  2. Next to the Customer Info dropdown, tap the provided field to open a keyboard -OR- position the cursor inside the field.

  3. In the provided field, type the requested customer information.

  4. Select Apply to apply the discount to the order.

Apply an Employee Discount

To apply an employee discount:

  1. On the lower-left of the screen, select Options.

  2. From the Options menu, select Discounts.

  3. From the Discounts popup, select the discount.

  4. From the Employee Discount popup, lookup the employee receiving the discount, and then select Apply.

    • Depending on system configuration, lookup the employee by their name or corporate code.

    • Depending on system configuration, the discount may only be valid for employees that are currently on the clock.

Delete a Discount

To delete a discount from an order:

  1. From the order Item listbox, select the discount.

  2. From the Actions menu, select Delete Discount.

Opmerking

Deleting a discount may require manager approval.