Discount Procedures
This section describes POS discount procedures.
Apply Discount to Item
To apply a discount to an order item:
From the order item listbox, select the order item.
From the Actions menu, select Discount.
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
and then use the keyboard to type the discount name.
Select the discount. The discount appears below the item on the listbox.
Note
“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 Discount to Order
To apply an order-level discount:
From the lower-left, select Options.
From the Options menu, select Discounts.
Select the Discount. The discount appears below the order item listbox.
Apply 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:
From the lower-left, select Options.
From the Options menu, select Discounts.
In the Search field of the Discounts screen, type the discount code.
Select the discount.
To apply an item-level discount by its code:
From the order item listbox, select the order item.
From the Actions menu, select Discounts.
In the Search field of the Discounts screen, type the discount code.
Select the discount.
Scan Discount Code
To apply a discount/coupon by scanning its barcode:
Above the order item listbox, select the barcode icon.
Scan the barcode with the barcode scanner.
Select Submit to apply the discount.
Capture Customer Information for 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:
From the Customer Info dropdown, select the customer type.
Next to the Customer Info dropdown, tap the provided field to open a keyboard -OR- position the cursor inside the field.
In the provided field, type the requested customer information.
Select Apply.
Apply Employee Discount
To apply an employee discount:
From the lower-left, select Options.
From the Options menu, select Discounts.
Select the discount.
From the Employee Discount popup, lookup the employee receiving the discount, and then select Apply.
Depending on configuration, lookup the employee by their name or corporate code.
Depending on configuration, the discount may only be valid for employees that are currently on the clock.
Delete Discount
To delete a discount from an order:
From the order Item listbox, select the discount.
From the Actions menu, select Delete Discount.
Note
Manager approval may be required.