223 lines
16 KiB
HTML
223 lines
16 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Receipts">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Give a Discount</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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img.hcp1 { border:none; }
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table.hcp2 { vertical-align:top; }
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tr.hcp3 { vertical-align:top; }
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td.hcp4 { padding-right:10px;
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padding-left:10px; }
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span.hcp5 { font-weight:bold; }
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font.hcp6 { font-weight:bold; }
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font.hcp7 { font-style:italic; }
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-->
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</style>
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</head>
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Give a Discount</p>
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<p class="Help-Text"><a href="receipt1005.htm">Make a Sale</a></p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Text">There are several ways to discount a sale.  Click the discount type you wish to learn about?</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">Manual item discount <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP273806229" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p class="Help-Text">Manual item discounts are applied to line items and are always given against the active price level.</p>
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<p class="Help-Info-Line">To manually discount an item on a receipt:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select an item being sold on the receipt and then click the <span class="hcp5">Qty/Price/Discount</span> button.</p>
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</li>
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</ol>
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<p class="Help-Indent"> <img src="../image/recpt_price_and_disc.gif" alt="" width="266" height="185" border="0" class="hcp1"></p>
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<ul>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Click a <span class="hcp5">Quick Discount</span> to apply one of the preset discounts (10%, 15%, etc.)</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">To discount by a different percentage, enter the percentage discount in the <font class="hcp6">Discount %</font> field.</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">To discount to a total amount, enter the new amount in either the <font class="hcp6">Unit Price</font> or the  <span class="hcp5">Extended Price</span> fields.</p>
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</li>
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</ul>
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<ol start="2">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select a <font class="hcp6">Discount Name/Reason</font> if <a title="Company Preference, Sales Discounts" href="../qbpos_company_preferences/companyprefs_discounts.htm">required</a> or desired, from the drop-down list of available reasons.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <font class="hcp6">OK</font> to close the dialog return to the receipt.</p>
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</li>
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</ol>
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<p class="Help-Indent"> </p>
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<p class="Help-Heading-2">Optional Method</p>
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<ul>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Navigate to the <font class="hcp6">Price,</font>  <font class="hcp6">Discount %<span style="font-weight: normal;">,</span> Unit Discount</font> , and <span class="hcp5">Discount Name/Reason</span> fields in the item list, enter a value, and press <font style="font-weight: bold; font-style: italic;"><Enter></font>. You may have to <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">add these columns</a>.</p>
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</li>
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</ul>
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<p class="Help-Heading-2">Notes:</p>
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<ul style="list-style: disc;">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">When a value is entered in one of the item discount fields, Point of Sale calculates and displays the other fields.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">In general, either the last or largest discount entered will override any previous discount. There is no "stacking" of item discounts. For example, if you list an item and manually give a 5% item discount, then list a customer with a defined 10% discount and apply it, the customer discount (10%) will replace the manually applied item discount.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Any time you manually edit the price of an item on a receipt it is considered a discounteven if you increase the price, which is counted as a negative discount. This amount will be shown as a discount on reports (including X/Z-Out reports). In addition, if you share data with QuickBooks financial software, the amount will be transferred to the QuickBooks account defined in Point of Sale <a href="../qbpos_company_preferences/sysprefs01.htm">company preferences</a> as your Merchandise Discount account.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Discount reasons  are set up in <a href="../qbpos_price_manager/pm_discount_pricing.htm">Price Manager</a>.</p>
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</li>
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</ul>
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</td>
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</tr>
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</table>
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<p class="Help-Text"> </p>
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</div>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Global discount (to entire sale) <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP275236057" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p class="Help-Text">A global discount is applied to the subtotal of the document, rather than to individual items. Global discounts are not "spread" across the items on the document.</p>
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<p class="Help-Text">Exception: For tax calculation purposes, global discounts do reduce the individual item prices.</p>
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<p class="Help-Info-Line">To give a global discount on a receipt:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">From the receipt I Want to Menu, click <span class="hcp5">Give Discount</span>. In the Price & Discount dialog, click a preset discount button, or enter another discount percentage or discount amount and click <span class="hcp5">OK</span>. The discount amount is carried to the <font class="hcp6">Discount</font> (amount) field <font class="hcp7">in the receipt totals area.</font></p>
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</li>
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</ul>
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<p class="Help-Text">        <img src="../image/rcpt_global_discnt.gif" alt="Receipt global discount dialog" width="391" height="238" border="0" class="hcp1"></p>
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<p class="Help-Info-Line">(Pro) To give a global discount on a customer order:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Enter a percentage discount in the <font class="hcp6">Disc %</font> field or an amount discount in the <font class="hcp6">Discount</font> (amount) field <font class="hcp7">in the document totals area.</font> An entry in either field will cause Point of Sale to automatically calculate and enter a value for the other field and the document total.</p>
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</li>
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</ul>
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<p class="Help-Text">         <img src="../image/discnt_global.gif" alt="Global Discount" width="229" height="105" border="0" class="hcp1"></p>
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<p class="Help-Text"><span class="hcp5">Note</span>: A percentage global discount is calculated on merchandise/service sales only. Sales of gift cards, gift certificates, and payments on account are not discounted even though they may be reflected in the document subtotal.</p>
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</td>
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</tr>
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</table>
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<p class="Help-Text"> </p>
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</div>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Customer discount <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP274775366" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p class="Help-Text" style="text-align: right; color: #800000;">Basic</p>
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<p class="Help-Text"><img src="../image/cust_disc_prompt.gif" alt="Customer Discount" width="165" height="158" align="right" border="0" class="hcp1">A customer discount is a specified percentage off defined on the customer's record and suggested on all sales to the customer. Customer discounts are given as item discounts against the active price level; they reduce each item on the sale by the specified percentage.</p>
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<p class="Help-Info-Line">To apply a customer discount:</p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Begin a sales receipt and list the customer on the receipt. You are asked if you want to apply the specified discount to this sale. Answer <span class="hcp5">Yes</span> or <span class="hcp5">No</span>.</p>
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</li>
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</ul>
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<p class="Help-Text">Learn more about defining <a href="../qbpos_customers/cust907.htm">customer discounts and price levels</a>.</p>
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<p class="Help-Note"><span class="hcp5">Pro Note</span>: Customer discounts are also suggested when making a customer order for the customer.</p>
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</td>
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</tr>
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</table>
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<p class="Help-Text"> </p>
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</div>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">Customer reward <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP275095113" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p class="Help-Text" style="color: #800000; text-align: right;">Pro</p>
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<p class="Help-Text">If a customer has an available reward to redeem, you are alerted when taking payment on a qualifying sale.</p>
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<p class="Help-Text"> <img src="../image/reward_redeemprompt.gif" alt="Redeem Reward?" width="245" height="107" border="0" class="hcp1"></p>
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<p class="Help-Text">The dialog lists available rewards, expiration dates, and the new sale total if a reward is applied. Select a reward and then click <span class="hcp5">Redeem Now</span>.</p>
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<p class="Help-Bulleted">Choose <span class="hcp5">Redeem Later</span> to save the reward for a future sale or <span class="hcp5">Close</span> to return to the receipt to make changes.</p>
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<p class="Help-Bulleted"><a href="../qbpos_customers/cust_rewards_oview.htm">Learn more about</a> customer rewards</p>
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</td>
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</tr>
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</table>
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<p class="Help-Text"> </p>
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</div>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">Automatic discounts <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP274818513" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p class="Help-Bulleted" style="color: #800000; text-align: right;">Pro</p>
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<p class="Help-Bulleted">Price Manger can be used to set up <a href="../qbpos_price_manager/pm_discount_pricing.htm">automatic discounts</a> for selected items during a defined time period. Point of Sale then automatically applies the discounts to eligible item sales during the period.</p>
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<p class="Help-Bulleted">On the sales receipt, discount prices are applied as item discounts</p>
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<p class="Help-Bulleted"><img src="../image/pm_discntprc_onrcpt.gif" alt="Discount price on receipt" width="447" height="82" border="0" class="hcp1"></p>
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<p class="Help-Bulleted">You can give a discount price even if the sale doesn't qualify by selecting the discount name from the drop-down list in the <span class="hcp5">Discount Name</span> column. You may have to <a href="../qbpos_basic_procedures/basic_customizelistcolumns.htm">add this column</a> to your receipt form.</p>
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<p class="Help-Bulleted"><span class="hcp5">Example:</span> Your Seasonal Clearance discount requires the purchase of 10 logo sport shirts. A good customer purchases 6 of the shirts and you decide to give him the discount even though his quantity doesn't qualify him for it. In the <span class="hcp5">Discount Name</span> column, select <span class="hcp5">Seasonal Clearance</span> from the drop-down list.</p>
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<p class="Help-Bulleted">Read the <a href="../qbpos_basic_procedures/basic221.htm">discount priority and conflict topic</a> for information on how Point of Sale handles situations where a customer or the items being sold qualify for more than one discount.</p>
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</td>
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</tr>
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</table>
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<p class="Help-Text"> </p>
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</div>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a6">Coupons <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP274349226" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p class="Help-Bulleted" style="color: #800000; text-align: right;">Pro</p>
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<p class="Help-Bulleted">Redeeming a coupon is as easy as scanning the coupon bar code (or typing the number below the bar code) into the <span class="hcp5">Enter Items</span> field on a sales receipt or customer order.</p>
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<p class="Help-Bulleted">The coupon discount will be applied only to qualifying items.</p>
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<p class="Help-Bulleted"><span class="hcp5">IMPORTANT</span>: List all items to be sold BEFORE scanning the coupon. The discount is applied only to items already on the receipt when the coupon is scanned.</p>
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<p class="Help-Bulleted"><img src="../image/pm_discntprc_onrcpt.gif" alt="" width="447" height="82" border="0" class="hcp1"></p>
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<p class="Help-Bulleted">Read the <a href="../qbpos_basic_procedures/basic221.htm">discount priority and conflict topic</a> for information on how Point of Sale handles situations where a customer or the items being sold qualify for more than one discount.</p>
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</td>
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</tr>
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</table>
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<p class="Help-Text"> </p>
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</div>
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<p class="help-text"> </p>
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<p class="help-text">While not considered discounts for reporting purposes, you can also use <a href="../qbpos_inventory/inven_pricelevels.htm">markdown price levels</a>  to give a customer a different price.</p>
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<p class="Help-Note"><span class="hcp5">Pro Note</span>: The same discount options (except rewards) apply to customer orders. The procedures for applying discounts on customer orders is the same, although button names may be slightly different on the customer order forms. Discounts given on a customer order are automatically carried to the final sales receipt.</p>
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<p class="help-text"> </p>
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<p class="Help-Heading-2">Related Topics</p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic221.htm">Discount priority and conflicts</a></p>
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<p class="Help-Text"><a href="../qbpos_price_manager/pm_discount_pricing.htm">Discount pricing overview</a></p>
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<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbfs_salesdiscounts.htm">How are discounts sent to QuickBooks Desktop financial software?</a></p>
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<p class="Help-Text"> </p>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
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TextPopupInit('a3','POPUP273806229');
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TextPopupInit('a2','POPUP275236057');
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TextPopupInit('a1','POPUP274775366');
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TextPopupInit('a5','POPUP275095113');
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TextPopupInit('a4','POPUP274818513');
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TextPopupInit('a6','POPUP274349226');
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//]]></script>
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</body>
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</html>
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