Discount Pricing: Overview

How Do I? | Price Manager Overview | Discount Reports

Set up an automatic discount
Set up a coupon
Deactivate or edit a discount
Print discount price tags
Apply discount pricing to sales
Customize my discount pricing list

(Basic) Price Managers discount pricing section allows you to define manual item discount names, which are then available to select from when giving a manual discount on sales. Discount reports can be filtered by the discount names.

(Pro) Price Managers discount pricing options lets you define discount pricing for your items in any of three discount types: Manual, Automatic, Coupons. A virtually unlimited number of discounts can be defined and saved in Point of Sale.

(Pro) Only Headquarters can add, edit, schedule, or inactivate a discount. The discount records are sent to remote stores, where they can be viewed and used to print discount price tags for the merchandise in their store.

After accessing Price Manager, do one of the following to work with discount prices:

- (Basic) Click Set Up Manual Discount

- (Pro) Click the button corresponding to the discount type you wish to set up

OR

- Select View all Discounts to go to your full list of saved discounts and then double-click an existing discount name to edit it

The combination of customer and items may result in more than one discount applying to a sale. When this happens, Point of Sale will compare the discounts and apply them according to these rules.

Manual Discounts

As the name suggests, these discounts are manually applied to specific items at the time a sale is made. Examples include:

- Discount for a damaged, defective, demo, or discontinued item

- Discount to meet or beat a competitor's price

- Discount given for any other reason you might have

You name your manual discount reasons in Price Manager, but manually apply and enter a discount amount or percentage when the sale is rung up. Several default manual discount names are provided; you can add to or change them to meet your needs.

By specifying the discount reason on the receipt (a drop-down list lets the cashier choose from your predefined choices) you can track the discounts with Point of Sale reports.

Optional preference: Require manual discount reason on receipts

Applying a manual discount

Automatic Discounts (Pro)

Define an automatic discount and Point of Sale will automatically apply it to qualifying sales during the period the discount is active. You can specify start and stop dates and times or manually activate/deactivate the discount as needed.

Notes

You can include any combination of items, except group items, in an automatic discount An item can be included in more than one automatic discount, subject to some restrictions. Read the discount tips and rules for more information. The combination of customer and items may result in more than one discount applying to a sale. When this happens, Point of Sale will compare the discounts and apply them according to these rules. If you use multiple units of measure, a quantity discount can be set up for any one of the defined units.

Four automatic discount types are supported: (T-shirts used as an example):

% Off | Offer a percentage off on any purchase of T-shirts. There is no purchase quantity requirement. Example
You sell a variety of T-shirts for $15 each. You set up a discount of 10% off the T-shirts. Your customers can buy any quantity of the T-shirts and get 10% off the T-shirt price, or $13.50 each.
$ Off | Offer a percentage off on any purchase of T-shirts. There is no purchase quantity requirement. Example
You sell a variety of T-shirts for $15 each. You set up a discount of $2.00 off the T-shirts. Your customers can buy any quantity of the T-shirts and will automatically be charged $13.00 each.
Buy X for $Y | Buy a specified quantity (X) of T-shirts for a specified amount (Y). Option: Apply the discount to additional quantities (other than multiples of the specified quantity, which automatically qualify for the discount price). Example
Normally, you sell a variety of T-shirts for $15 each. You set up a "Buy 3 for $35" discount on the T-shirts. If three of the T-shirts are added to a sales receipt, Point of Sale discounts the shirts to $11.67 each. If you selected the option to discount additional quantities, a customer would get the $11.67 price on the 4th or 5th T-shirt purchased as well. If you didn't select this option, these shirts would revert to $15 each. Note: If six (or any multiple of three) T-shirts are purchased, the customer would automatically receive the discount on all of them even if the additional quantities option wasn't selected.
Buy X and get Y% Off | Buy a specified quantity (X) of the T-shirts and get a percentage (Y) off. Option: Apply the discount to additional quantities (other than multiples of the specified quantity, which automatically qualify for the discount price). Example
You normally sell a variety of T-shirts for $15 each. You set up a "Buy Three and Get 15% Off" discount If three of the T-shirts are added to a sales receipt, Point of Sale discounts the shirts to $12.75 each. If you selected the option to discount additional quantities, a customer would get the $12.75 price on the 4th or 5th T-shirt purchased as well. If you didn't select this option, these shirts would revert to $15 each. Note: If six (or any multiple of three) T-shirts are purchased, the customer would automatically receive the discount on all of them even if the additional quantities option wasn't selected.

- An item can be included in more than one automatic discount, subject to some restrictions. Read the discount tips and rules for more information.

Setting up an automatic discount

Tips and Rules

Coupons (Pro)

Create store coupons with bar codes that can then be scanned or entered at point of sale to give item discounts.

Coupons can be printed on your customer's sales receipts (optionally based on their purchase level ), include expiration dates, and include either a percentage or dollars-odd discount.

You can also copy the coupon barcode from Point of Sale to your Windows clipboard and then use it to create and distribute your own coupons via e-mail or another application.

Learn more about using store coupons

Setting up a coupon

Optional preference: Print Coupon with Sales Receipts