Discounting Sales Prices in Simple View

Making a Sale | Edit/Delete Items | Taking Payments /Giving Change

Simple View supports the following types of discounts:

Manual item discounts

A manual item discount applies to a specific item being sold. Manual discounts are always given against the active price level for the item. To manually discount an item: On the New Sales Receipt form of Simple View, highlight the item to be discounted in the item list. Click Edit Item. The Edit Item dialog opens. Apply a discount to the item price in any of the following ways: To discount price to a specific amount, enter the new amount in the Price field. To discount price by a specific percentage, enter the percentage in the Disc. % field. Specify a Disc. Reason if required or desired, from the drop-down list of available reasons. Click OK to close the Edit Item dialog and return to the receipt.

Customer Discounts and Price Levels

Customer discounts and price levels, if defined on the customer record, are automatically suggested when making a sale to the customer. Learn more.

Customer Rewards

Customer rewards can be applied to eligible sales in Simple View. The process is the same as in the receipt regular view. Add the customer to the receipt and when you select a payment method you are prompted to apply an available reward.

Global discount (to entire sale)

A global discount is applied to the subtotal, rather than to individual items. Global discounts are not "spread" across the items on the document. Exception: For tax calculation purposes, global discounts do reduce the individual item prices. To give a global discount: In New Sales Receipt form of Simple View, click Give Discnt. The Discount% dialog opens. Enter a discount percentage in the Discount % field, and click Enter. Point of Sale automatically calculates and enters a value in the Price-Total field.

Automatic Discounts and Coupons

Automatic discounts and coupons are applied in Simple View in the same way they are applied in the regular receipt view, though it may not be apparent in the receipt item list. To confirm that a discount or coupon has been applied, highlight the item and then select Edit Item. The discount percentage and discount name are displayed in the Edit Item window.

Related Topics

Company Preferences: Pricing

Using Markdown Price Levels