Who can give discounts
Discounts depend on the role of the person at the till. A role needs the Give discounts permission to give any discount at all. The role's Discount limit (%) then sets how much: the total of all discounts on one sale, as a percentage of the sale before discounts. A blank limit means no cap.
An owner or administrator sets the limit on each role under Settings → Roles. Out of the box, the TenantAdmin and StoreManager roles can discount; the Cashier role cannot.
If a cashier has switched in with their PIN, the till uses that cashier's limit, not the limit of the person who signed in.
Discount one line
The line then shows the discount as a minus amount: in the Disc. column when the cart is wide enough, otherwise on a small second line under the item name.
- Tap the item's name in the cart.
- Tap Discount.
- Type the amount to take off this line, in money (not a percentage).
- Check the Line total under the number and tap Done.
Change the price of a line
When the new price is lower than the list price, a small second line under the item name shows the old price crossed out, as was LKR … . A lower price counts as a discount towards the limit, the same as a line discount.
- Tap the item's name in the cart.
- Tap Price. The label shows the list price for comparison.
- Type the new unit price and tap Done.
Discount the whole order
- Under the cart, find the Discount box, on the same row as Add customer and Note.
- Type the amount to take off the whole order.
- Check the Total, then tap Pay.
When a discount is over the limit
If the discounts on a sale add up to more than the allowed percentage, a message appears above the Pay button, for example Discount of 12.5% exceeds your limit of 10%. Reduce it or switch to a manager. The Pay button stays off until the discount is within the limit.
To fix it, lower the discount, or let a manager switch in with their PIN (see Switching cashier with a PIN) and complete the sale under their name.
If the person at the till has no discount right, the Discount and Price buttons are greyed out, a note under them says a manager is needed (tap your name at the top so a manager can switch in with their PIN), and the Discount box next to Note is not shown.
The server checks the same rule when the sale arrives, so the limit cannot be worked around on the device.
More in this area
- Set up a till and open a shift
- Ringing up a sale
- Repairs and warranty claims
- Layaway: put goods aside for a customer
- Gift cards
- Loyalty points
- Offers the till gives by itself
- Customers on a sale
- Taking payment: cash, card, wallet, voucher and split
- Selling on account and store credit
- Customer accounts, payments and statements
- Receipts: print, PDF and e-receipt
- Several orders at once and the Orders view
- Returns and refunds
- Switching cashier with a PIN
- Clocking in and out at the till
- Closing the shift and the Z report
- Working offline and the sync status
- Sales history, voids, shifts and Z reports