Discount Operation

 

Touch > Discount (#6) POS Key

 

Description

 

Used to apply a discount to a sale item/subtotal at the SwiftPOS Touch terminal. The discounts applied can be one of the following:

 

  1. Calculated Discount - For examples click here.
  2. Dollar Value
  3. Percentage
  4. Predefined Discount

 

Pre-Requisites

 

  1. Ensure the Discount POS Key is added to the appropriate Layout using the Keyboard Designer.
  2. Configure the Discount POS Key Settings. For more information ...
  3. If required, enforcing Clerks/Staff at the SwiftPOS Touch terminals to provide reasons for the discounting of a sale/subtotal can be achieved by ensuring that the Enforce Reason Code settings have been configured. These settings are accessed from here.

 

Operation

 

Discounts can be applied to either the one of the following:

 

  1. Individual sales items

    1. At the SwiftPOS Touch terminal, sell a Product.
    2. Select the Discount POS Key.


  1. Subtotals (Sale Discount)

 

  1. At the SwiftPOS Touch terminal, sell multiple Products.
  2. Select the Subtotal POS Key.
  3. Select the Discount POS Key.
  4. The discount will then be applied to the subtotal, as can be seen in the sales grid example below:

 

Note :

 

  1. Any rounding resulting from the Sale Discount will be applied to the last item in the sales grid.
  2. To always enforce a discount to be a sale discount (that is, a discount applied to all the items in the sale), then make use of the Multi Link (Macro) POS Key and add the Subtotal and Discount POS Keys as links to the Multi Link (Macro) POS Key.

 

  1. Select a Reason if required.
  2. If the Discount screen is displayed use it to calculate the Discount to be applied.
  3. The discount will then be applied to the item sold. When multiple Products are sold and then the Discount POS Key is selected, the discount will only be applied to the last item sold.
  4. Finalise sale by selecting appropriate tender type.

 

Discount

 

 

This screen is accessed from here.

 

  • Sell Price Minus - Select to specify a percentage value to calculate the discounted price. This will then result in the discount price being calculated using the following formulae: Discounted Price = Sell Price - (Sell Price x Sell Price Minus %)
     
  • GP% - Select to specify a percentage value for the Gross Profit. This will then result in the discounted price being calculated using the following formulae: Discounted Price = Sell Price - ((Cost Price / 1 - GP%) + GST)
     
  • OK - Select to exit and apply the calculation.
     
  • Cancel - Select to exit and not apply the calculation.

 

Examples of Calculated Discounts

 

  1. Discount based on the Selling Price Minus %


 

The formulae used to calculate the discounted price is : Sell Price - (Sell Price x Sell Price Minus %)


In this example the discounted price is calculated as follows:

Discount Price = $9.00 - ($9.00 x 20%)


Note : Set the caption to ensure the discount selected is displayed on the POS Key as well as the receipt.


  1. Discount based on a GP%


 

The formulae used to calculate the discounted price is : Sell Price - ((Cost Price / 1 - GP%) + GST)


In this example the discounted price is calculated as follows:

Discounted Price = $9.00 - (($2.90 / 1 - 20%) + 10%)


Note : Set the caption to ensure the discount selected is displayed on the POS Key as well as the receipt.

 

Discount POS Key Settings

 

Description

 

Allows for a Discount POS Key to be configured as a Calculated Discount, Dollar Value, Percentage or Predefined Discount. If the Discount POS Key is selected after a sale of an item has been made the discount is based on the item value. If the Discount POS Key is selected after a Subtotal POS Key is selected, the discount is based on the subtotal amount.

 

Discount Settings

 

 

This screen is accessed from here. For information on how to access the POS Key's settings screen, click here.

 

Main Settings

 

  • Enforce Reason Code - Select to enforce the Clerk/Staff Member to select/enter a Reason for discounting a sale/subtotal. For more information ...


  • Select one of the following:

    • Calculated Discount - Select to ensure that when the Discount POS Key is selected the Discount screen is displayed which allows the Clerk/Staff Member to calculate the discount applied to the sale item selected. The calculated discount can be based on either the selling price or a gross profit percentage.
    • GP Limited - Select to ensure that the Discount when calculated at Touch cannot result in a Product being sold at a loss. That is, a negative Gross Profit amount. If selected this feature will prevent the Clerk/Staff Member from entering a Discount that would result in the Product being sold at a a loss. With this feature selected, at a minimum, a Product can only be sold with a GP amount of zero dollars.
    • $ Value - Select to enter a dollar value that will be applied as a discount to the sale item selected. Setting the value to zero creates an open $ discount key. This will result in a popup being displayed allowing the Clerk/Staff Member to enter the discount amount.
    • Percentage / Percentage Value - Select to enter a percentage value that will be applied as a discount to the sale item selected.
    • Pre Defined - Select from the drop down list of predefined Discounts setup here. Only those Discounts that are enabled will appear in the drop down list. Also the Discount will only be applied when a Product is sold that is assigned to the same Family that is selected in the Discount.


  • Discount Instructions - Select to ensure that instructions related to the Product that is being discounted, will also be discounted.

 

 

Family Settings

 

Note : This tab will only be displayed if the $ Value option (above) is selected.

 

Select the Families of Products that when sold can be charged to a MG (Max Gaming) account.

 

  • Add All - Select to add all the Families listed in the Family List to the Selected Families.
  • Clear - Select to remove all the Families from the Selected Families.
  • > - Select to add the Family selected in the Family List to the Selected Families.
  • < - Select to remove the Family selected in the Selected Families and return it to the Family List.

 

Related Topics

 

  1. Discounts
  2. POS - Reason Codes POS Key Settings
  3. POS Configuration Index - Sales Configuration
  4. POS Operation
  5. POS Operation Index - Sales Features
  6. Touch Toolbar and Tools
  7. Terminal Settings

 

Published 13 Nov 2024