There are several options for discounting a transaction.
To apply a discount to an item line
a) The first option for discounting an item in your transaction is to manually adjust the Price field.
Simply type the price that you would like to charge for that item:
Hit Enter or click away from the field to save.
b) The second option for discounting an item in your transaction is to use a calculated discount.
Click the drop-down arrow on the left of the item line. You can then click the blue Discount text or click More Options and then Set Discount.
Both methods will open the Item Discount window:
Here you can:
- Discount the item by a percentage from the current price in the transaction
- Discount the item by a percentage from the Price (as set in the Back Office)
- Discount the item by a percentage from the MSRP
- Discount the item with a percentage increase from the Cost
- Discount the item by setting a profit margin percentage
- Discount the item by a fixed amount from the current price in the transaction
- Discount the item by a fixed amount from the MSRP
- Reset any discount that has been applied to the item already
Once you have selected the option for discount, type your chosen value, then click Apply Selection to apply your changes.
To apply a discount to the whole transaction
If you need to discount the whole transaction for a customer, you do not need to work through each item line individually. Instead, you can follow these steps to discount all items in the transaction.
1) Click into the Sales & Returns menu, then click Apply Discount:
This will open the Apply Discount window.
2) At the top of this window is an option to ‘Apply Discount to Current Items Only’.
With this box selected: This will apply a discount to all current items on the transaction, but the discount will not be applied to any subsequent items added.
With this box unselected: This will apply a discount to all items currently in the transaction. It will also automatically discount any further items that are added to the transaction.
3) You can then select your discount type from the list (e.g. ‘Discount Percentage (Price)’).
4) Type your chosen value into the field (e.g. 10).
5) Click Apply Selection to apply your changes.
You can also click Reset Discount to set all items back to their original scanned prices.
Frequently Asked Questions
What should I do if I need to discount some of the item lines but not all of them?
The fastest method will depend on how many items you are discounting. For example, if your transaction has four item lines and you need to discount three of them by 10%, it would be fastest to use Apply Discount to discount all items by 10%, and then reset the discount on a single item line. However, if your transaction has seven item lines and you need to discount three of them, it would be fastest to apply discounts to those three item lines individually.
If I apply a discount to the whole transaction, how are the individual item lines affected?
The item lines are discounted by the same percentage to achieve the desired result. For example, if you choose to apply a 10% ‘Discount Percentage (Current price)’, that would discount each item line by 10%. If you choose ‘Set Total for Transaction’, Cloud POS will discount each item line by the same required percentage to achieve your desired total.
Why are some item prices greyed out, so I can't discount them?
There is a setting available for items in the Back Office to block discounts in the Point of Sale. This setting is under the Advanced tab of an item record:
If this box is ticked, it prevents that item from being discounted in the Point of Sale.
How do price discounts work for items that are set to ‘Must Enter Price at POS’?
If an item is set to ‘Must Enter Price at POS’ (in the ‘Advanced’ section of the item record), any price-based discounts that are applied to this item will be calculated based on the price that is entered at the Point of Sale.
For example, if the Price on the item record is 5.00, but the price entered at the Point of Sale is 6.00, any price-based discounts would be calculated based on 6.00.
