Discounts and approvals

Depends on your plan

This page is part of the POS checkout, cash shifts and POS devices feature. If it is not in your plan, you will not see it in the menu. See Plans and features.

Give a discount

• On one line: select Discount on this line on the line.
• On the whole sale: select Discount on the whole sale (or press F8).

Then:

1. Choose Percentage (for example 10 %) or Amount (for example 100.00 off).
2. Pick or type a Reason — Damaged, Regular customer, Price match, or your own words. A reason is always required.
3. The preview shows how much comes off. Select Apply discount.

To change or remove it, open it again and select Remove discount.

Limits

Your business sets two limits in Settings:

• Your own limit — what you may give alone. Out of the box it is 0 % for cashiers, so every cashier discount needs a manager.
• The business limit — the most anyone may give. Above it the till says Above the business limit of … % — not possible.

A customer discount (from the customer’s profile) is applied automatically and does not need approval.

Manager approval

When the discounts are above your limit, the sale shows The discounts are above your limit: a manager must approve them.

1. Select Manager approval.
2. Choose who approves — the list shows managers who have a POS PIN and access to this branch.
3. The manager enters their PIN on the till.

The sale shows Approved by {name}. The same approval screen is used for large cash outs, returns and voids.

If the till says No manager can approve on this till, a manager needs a POS PIN and access to this branch.

Where discounts show up

Discounts are printed on the receipt (You saved …), shown on the sale in Sales, and listed in the Discounts report with who gave and who approved them.