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How to Setup a Custom Discount

Sometimes a business requires a custom discount type for specific scenarios. To set this up, follow these steps:

Step 1: Navigate to Settings

  • Go to Settings

 

POS Settings Button

 

Step 2: Create the Custom Discount

  • Navigate to the Tender Types screen.

 

Tender Type Screen

 

In the Non-Banking block:

  • Enter a name for your custom discount
  • Specify a fixed percentage (%) or amount for the discount (optional)
  • Click Save New
  • When prompted, confirm by clicking Yes
  • click Save

 

New Discount Name

 

Step 3: Apply the Custom Discount To a Sale

  • To Close a sale, click on Pay.
  • On the tender screen, select Discount.

 

Discount Tender Screen

 

  • Use the dropdown menu to view available custom discount types.

 

Choose Custom Discount Type

 

  • Confirm the discount details (the percentage or amount will load automatically).
  • Click OK to apply.

 

Custom Discount 2

 

Result:

  • The discount will be applied to the sale.
  • If the appropriate settings are enabled, the slip will display the discount name and amount.

Discount Given

 

Important Notes:

Ensure all discount settings are correctly configured before applying them during sales.

By following these steps, you can create and apply custom discounts effectively, offering flexibility in your pricing strategy.

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