Discount Pricing: Editing a Discount

How Do I? | Discount Pricing Overview

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pply discounts to sales
Set up a new discount
Print discount price tags
Customize my discount pricing list
Resolve item conflicts on discounts

(Free & Basic) Your ability to edit a discount is limited to the manual discount name. Read What's important about discount names?

All other editing capabilities discussed in this topic apply to Pro users.

You can edit a discount at anytime. Your changes go into effect immediately after saving your changes (subject to any discount schedule).

To edit a discount:

1. Access your Discount Pricing list.

2. Locate and double-click the discount record you wish to edit or, from the toolbar, click Edit Discount.

The Edit Discount wizard is opened, with the same options as when you originally added the discount.

3. Navigate through the wizard, making changes as necessary (some changes require that the discount be active before editing). Select a link for more information:

Change automatic discount type and options

You can change the type and options of an automatic discount at anytime.

1. Open the Edit Discount wizard as described above.

2. Select a new discount type and/or change quantity and pricing. An explanation of the discount types can be read here.

3. If necessary, change the dates, price level(s), and items to which the discount applies.

4. Select Finish.

Point of Sale will check for conflicting items and alert you if any issues are found. See the tips and rules for handling conflicting items.

Change the discount schedule

You can change the schedule for a discount at anytime. However, use care so that you don't overlap the dates of another discount that includes the same items, or conflicts could occur. Read the discount tips and rules for information on handling item conflicts.

1. Select Edit Discount as described above.

- In the Edit Discount wizard, make sure that the check box labeled Discount is only available during the specified time period is selected and then enter new start and end dates and times for the discount.

- To remove a schedule, clear the check box labeled Discount is only available during the specified time period.

- Make any other changes necessary in the wizard.

2. Select Finish on the last page of the wizard.

Add or remove discount items

You can change the items included in a discount at anytime. However, use care to avoid creating conflicts in items. Point of Sale will alert you if this happens. Rules for handling conflicts.

1. Select Edit Discount as described above.

2. In the Edit Discount wizard, select Next until at the item review page.

3. Select Edit Items.

   - Select (to add) or clear (to remove) item checkboxes in the item list. The buttons under the item list allow you to select/clear single or all listed items quickly.

   - Select Apply Filter to open the filter dialog and enter new selection criteria. The Clear Filter option can be used to clear all current criteria.

4. Select Finish on the last page of the wizard.

Deleting a discount

You can delete a discount at anytime. The discount information recorded on past sales are maintained on sales receipts and can still be used for reporting.

To delete a discount:

1. Select the discount or discounts in your Discount Pricing list. How do I select multiple items in a list?

2. Select Delete Discount(s) from the I Want To menu.

You can also edit the discount name and notes, or print tags (tags only available for automatic discounts).

Notes:

- The discount record is date and time stamped for each edit. If you require program logins, the Last Modified By field on the discount record is automatically populated with the logged-in user's name (if not requiring logins, but have employees defined, you can select your name from the drop-down list).

- Some edits require that a discount be active. How do I make a discount active or inactive

  You can make an automatic or coupon discount active or inactive at any time. If a discount is inactive, Point of Sale will no longer apply the discount, even if the discount is scheduled to be active. This allows you to offer a discount seasonally or only on weekends, for example, without having to redefine it each time.

  From your discount pricing list, highlight a discount and then from the I Want To menu, select Activate/Deactivate Discount.

  - If activating a previously scheduled discount and the schedule dates have expired, the edit wizard is opened so you can define a new schedule.

  - When a scheduled discount expires, Point of Sale automatically makes it inactive.

  - When activating a discount, Point of Sale checks for conflicting items with other active discounts and alerts you if any are found. See the tips and rules for handling conflicting items.