Manual Discounts give you the ability to manually apply different types of price breaks at the point of sale. Manual discounts are not linked to any specific item(s), products, or customer group(s) and can be applied on the fly to one or more items in a customer’s cart.
For additional information regarding Manual Discounts, navigate to All About Central Manual Discount Management.
There are three distinct types of manual discounts:
Standard Manual Discounts:
These discounts appear under the ‘Discount’ button in POS and the discounts are applied to the subtotal amount.
Line Item Discounts
Preset dollar amount or percentage off discount as configured in Manual Discounts (with ‘Custom $’ or ‘Custom %’ discount options)
Standard Line Item Manual Discounts can be configured by navigating to Dashboard > Discounts > Manual Discounts.
Cart Discounts
Preset amount or percentage as configured in Manual Discounts.
Standard Cart Manual Discounts can be configured by navigating to Dashboard > Discounts > Manual Discounts.
Note: Rewards Dollars will stack on top of any combination of discounts and reduce the subtotal by the amount of Rewards Dollars applied.
Fixed Price Discounts
Preset fixed price discounts (with 'Custom Pricing' option) that rewrites the total retail price of one or more products to reflect the fixed price amount. The fixed amount will equate to the subtotal of the order.
Fixed price discounts can be found by navigating to Dashboard > Discounts > Manual Discounts.
Coupons
Coupon code cart discounts (Central Discounts) apply a manual cart-level discount when a valid coupon code is entered or scanned at the POS.
Coupon codes are associated with manual cart discounts and can be found by navigating to Dashboard > Discounts > Central Discounts.
Additional information regarding creating Coupons can be found in Coupons - Central Manual Discount Management.
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Standard POS Manual Discounts
To begin setting up standard manual discounts, navigate to Dashboard > Discounts > Manual Discounts. To learn more, navigate to All About Central Manual Discount Management.
Select the green 'Add Discount' button in the upper right corner.
Name the DIscount and Define the discount by filling out the required (*) fields.
TIP: Short, descriptive titles work best as they help sales associates easily identify the appropriate discount at checkout and may be shown on the receipt if that configuration is enabled.
Set any desired requirements.
Require Manager PIN: If enabled, a manager PIN will be required to apply the discount at the POS.
Require Discount Reason: If enabled will require the sales associate to select a reason for why it was used. Reasons are chosen from a preset list and can be created in the ‘Discount Reasons’ tab.
NOTE: If the ‘Require Discount Reason’ feature is enabled, you will need to create reasons in the ‘Discount Reasons’ tab in order to apply this discount at the POS terminal. Learn more about configuring Discount Reasons here.
Select Stores that this discount should be available to within the POS.
Set Discount Conditions
Review and Save.