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backups/backup_html_20260109_181155/pm_discountprice_edit.htm
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backups/backup_html_20260109_181155/pm_discountprice_edit.htm
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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="generator" content="Adobe RoboHelp 2019">
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<title>Discount Pricing: Editing a Discount</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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</style>
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</head>
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<body>
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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;">Discount Pricing: Editing a Discount</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How Do I?<img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a> <span style="color: #c0c0c0;">|</span> <a href="pm_discount_pricing.htm">Discount Pricing Overview</a></p>
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<div class="droptext" id="POPUP248103113" style="display: none;">
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<table style="vertical-align: top;" cellspacing="0" bgcolor="#FFFFEC">
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<col style="width: 100%;">
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<tr class="hcp2">
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<td style="width:100%;" class="hcp3">
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<p><a href="javascript:void(0);" id="a3" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('pm503.htm');return false;">Access Price Manager<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a><a href="../qbpos_recording_sales_and_returns/receipt1033.htm">A</a></p>
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</td>
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</tr>
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<tr class="hcp2">
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<td style="width:100%;" class="hcp3">
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<p><a href="../qbpos_recording_sales_and_returns/receipt1033.htm">pply discounts to sales</a></p>
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</td>
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</tr>
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<tr class="hcp2">
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<td style="width:100%;" class="hcp3">
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<p><a href="pm_discountprice_define.htm">Set up a new discount</a></p>
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</td>
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</tr>
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<tr class="hcp2">
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<td style="width:100%;" class="hcp3">
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<p><a href="pm509.htm">Print discount price tags</a></p>
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</td>
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</tr>
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<tr class="hcp2">
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<td style="width:100%;" class="hcp3">
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_view_list.htm">Customize my discount pricing list</a></p>
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</td>
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</tr>
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<tr class="hcp2">
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<td style="width:100%;" class="hcp3">
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<p class="Help-Text"><a href="pm_discountprice_tips.htm">Resolve item conflicts on discounts</a></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">(Free & Basic) Your ability to edit a discount is limited to the manual discount name. Read  <a href="qbpos:helppopup.6494">What's important about discount names?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
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<p class="Help-Text"> All other editing capabilities discussed in this topic apply to Pro users.</p>
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<p class="Help-Text">You can edit a discount at anytime. Your changes go into effect immediately after saving your changes (subject to any discount schedule).</p>
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<p class="Help-Info-Line">To edit a discount:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps"><a href="javascript:void(0);" id="a8" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('pm503.htm');return false;">Access<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a> your <font style="font-weight: bold;">Discount Pricing list.</font></p>
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</li>
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<li class="p-Help-Steps" style="font-weight: normal;">
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<p class="Help-Steps" style="font-weight: normal;">Locate and double-click the discount record you wish to edit or, from the toolbar, click <span class="hcp4">Edit Discount</span>.</p>
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</li>
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</ol>
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<p class="Help-Indent">The Edit Discount wizard is opened, with the same options as when you originally added the discount.</p>
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<ol start="3">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Navigate through the wizard, making changes as necessary (some changes require that the discount be active before editing). Select a link for more information:</p>
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</li>
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</ol>
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<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a5">Change automatic discount type and options <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP188025325" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp5">
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<col style="width: 100%;">
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<tr class="hcp2">
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<td style="width:100%;" class="hcp3">
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<p class="Help-Text">You can change the type and options of an automatic discount at anytime.</p>
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<ol class="hcp6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Open the Edit Discount wizard as described above.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select a new discount type and/or change quantity and pricing. An explanation of the discount types can be read <a href="pm_discount_pricing.htm">here</a>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">If necessary, change the dates, price level(s), and items to which the discount applies.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp4">Finish</span>.</p>
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</li>
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</ol>
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<p class="Help-Text">Point of Sale will check for conflicting items and alert you if any issues are found. See the <a href="pm_discountprice_tips.htm">tips and rules</a> for handling conflicting items.</p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Change the discount schedule <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP273023227" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp5">
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<col style="width: 100%;">
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<tr class="hcp2">
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<td style="width:100%;" class="hcp3">
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<p>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 <a href="pm_discountprice_tips.htm">tips and rules</a> for information on handling item conflicts.</p>
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<ol class="hcp6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp4">Edit Discount</span> as described above.</p>
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</li>
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</ol>
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<ul class="hcp7">
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">In the Edit Discount wizard, make sure that the check box labeled <span class="hcp4">Discount is only available during the specified time period</span> is selected and then enter new start and end dates and times for the discount.</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 remove a schedule, clear the check box labeled <span class="hcp4">Discount is only available during the specified time period</span>.</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">Make any other changes necessary in the wizard.</p>
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</li>
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</ul>
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<ol start="2" class="hcp6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp4">Finish</span> on the last page of the wizard.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a4">Add or remove discount items <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP249175445" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp5">
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<col style="width: 100%;">
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<tr class="hcp2">
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<td style="width:100%;" class="hcp3">
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<p class="Help-Nested-List">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. <a href="pm_discountprice_tips.htm">Rules for handling conflicts.</a></p>
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<ol class="hcp6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp4">Edit Discount</span> as described above.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">In the Edit Discount wizard, select <span class="hcp4">Next</span> until at the item review page.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp4">Edit Items</span>.</p>
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<ul class="hcp7">
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<li class="p-Help-Steps">
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<p class="Help-Steps">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.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp4">Apply Filter</span> to open the filter dialog and enter new selection criteria. The <span class="hcp4">Clear Filter</span> option can be used to clear all current criteria.</p>
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</li>
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</ul>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp4">Finish</span> on the last page of the wizard.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Indent"><a class="dropspot" href="javascript:TextPopup(this)" id="a7">Deleting a discount <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP275173758" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp5">
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<col style="width: 100%;">
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<tr class="hcp2">
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<td style="width:100%;" class="hcp3">
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<p class="Help-Nested-List">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.</p>
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<p class="Help-Info-Line">To delete a discount:</p>
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<ol class="hcp6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select the discount or discounts in your Discount Pricing list.  <a href="qbpos:helppopup.2654">How do I select multiple items in a list?</a></p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp4">Delete Discount(s)</span> from the I Want To menu.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Indent">You can also edit the discount name and notes, or <a href="pm509.htm">print tags</a> (tags only available for automatic discounts).</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul class="hcp7">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">The discount record is date and time stamped for each edit. If you require program logins, the <span class="hcp4">Last Modified By</span> 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).</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">Some edits require that a discount be active. <a class="dropspot" href="javascript:TextPopup(this)" id="a6">How do I make a discount active or inactive <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP272442435" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp5">
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<col style="width: 100%;">
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<tr class="hcp2">
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<td style="width:100%;" class="hcp3">
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<p>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.</p>
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<p>From your discount pricing list, highlight a discount and then from the I Want To menu, select <span class="hcp4">Activate/Deactivate</span> <span class="hcp4">Discount</span>.</p>
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<ul class="hcp7">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">If activating a previously scheduled discount and the schedule dates have expired, the edit wizard is opened so you can define a new schedule.</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">When a scheduled discount expires, Point of Sale automatically makes it inactive.</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">When activating a discount, Point of Sale checks for conflicting items with other active discounts and alerts you if any are found. See the <a href="pm_discountprice_tips.htm">tips and rules</a> for handling conflicting items.</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> </p>
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</div></li>
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</ul>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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</body>
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</html>
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