Discounts

 

Back Office > Vouchers/Discounts > Discount Setup

 

Description

 

This menu item is used to quickly and easily configure Discounts. Once configured they can be applied to Vouchers or a sale at SwiftPOS Touch terminals by configuring a Discount POS Key and linking it to a Discount setup here.

 

EXAMPLES

 

To Be Considered

 

  1. Discounts are applied in descending order as they appear in the grid of the Discount Setup screen.
  2. If a Discount rule has been met for a Product, then no further Discounts will be applied to that Product. This ensures multiple Discounts cannot be applied to the same Product.
  3. Changes to Discounts will require a Full Update to be sent to the SwiftPOS Touch terminals.

 

Discount Setup

 

 

This screen is accessed from here.

 

Search Filters

 

  • The filters at the top of the screen can be used to limit the number of rows displayed in the grid. The filters include the following types:


    • Full/Partial Texts - The filter fields of this type are: Discount Name. The wildcard for searching is the "%" symbol. If you want to search for "Coke" and "ml" anywhere in the search then you can enter "Coke%ml" to find all the different sizes of Coke.
    • Full/Partial Numbers - The filter fields of this type are: Discount ID.
    • Check Boxes - The filter fields of this type are: Show Enabled.
    • Period From/To -  The filter fields of this type are: Start/End Period and Date From/To Range.
  • Apply
  • Reset

 

Grid

 

The grid displays the: ID, Discount, Start/End Date, From/To Time, Apply To Sale, Auto Apply, Enabled and Web Enabled. Discounts with an End Date displayed on a red background are considered to have expired. Note : To edit an entry in the grid, double click a row. Rows displayed in the grid can be sorted by toggle selecting the column headings.

 

Footer

 

  • New - Select to add a Discount.
  • Edit - Select to edit the selected row.
  • Delete - Select a delete the selected row.
  • Move Top/Bottom or Up/Down - Select to re-order how the Discounts appear in the grid. The order determines how the Discounts are applied.
  • Close - Select to exit.

 

Discount Setup Edit

 

 

This screen is accessed from here.

 

Discount

 

  • Name - Displays/Enter the name of the Discount.
  • Single Product - Select to ensure the selection of a Product is enabled. Unselected ensures the selection of a Family is enabled.
  • Family - Select to open the Search Families screen to select the Family of Products the Discount will be applied to. To apply a Discount to ALL Products enter a zero (0) in this field. This will result in the ALL Family being selected. Select the word Family to open the Families screen.
  • Product - Select to open the Search Products screen to select a single Product the Discount will be applied to, or enter the PLU in this field.
  • Enabled - Select to ensure the Discount is active. Unselected ensures the Discount is disabled without requiring to remove it. This allows it to be easily reactivated if required in the future.
  • Web Enabled - Select to ensure this rule is active and enabled for use via the Web API.

 

Note :  For an up to date overview of the availability of features in relation to Sales/Orders placed and/or Vouchers redeemed, click here.

 

Dates and Times

 

  • Dates and Times - Displays/Set the period in days the Discount is active. This is done by selection the Start/End Dates/Times, and by selecting the days in the week the Discount is to apply.

 

Filters

 

  • Price Levels - Select to limit the application of the Discount to the Price Level selected. The default is all.
  • Classifications - Select to limit the application of the Discount to the Classification selected. The default is all.
  • Locations - Select to limit the application of the Discount to the Location selected. The default is all.
  • Member Only - Selected ensures the rule is only triggered when sales are made to Customer/Members.
  • Exclude Classifications - Members in this classification will be excluded from the discount even if they are also in an included classification above.  NOTE: This makes the discount Members Only to prevent excluded classifications not swiping their card so they still get the discount.
  • Financial Only - Only enabled when a selection of Classification(s) has been made. Selected limits the application of the Discount to Customer/Members that are considered to be financial. The default is no financial check is applied.
  • Age Range - Only enabled when a selection of Classification(s) has been made. Senior Citizen Pricing ??? If a Customer/Member is over 65 when you swipe your card you might get access to a promotion, min n match, price level shift, Discount or Voucher etc.
  • Exclude Promotion/Happy Hour/Mix an Match/Campaign items - Select to ensure the Discount will NOT be applied to Products included in Promotions, Happy Hours, Mix n Match and Campaigns. Note : This option WILL NOT APPLY to Discounts that have the Auto Apply option selected.

 

Discount Settings

 

Determines the type and value of Discount to be applied.

 

  • Apply Discount as a Sale Discount - Select to ensure the Discount is applied to all the qualifying items in the sale and not individual items. A sale Discount is much the same as selecting the Subtotal POS Key and then selecting the Discount POS Key. This results in a Discount being calculated based on the total value of qualifying items in the sale. A Sale Discount line will appear in the sales grid when the Discount is applied to the sale. Note : The Discount POS Key will need to be added to the Keyboard with the Predefined option and Discount selected.
  • Auto Apply Discount - Select to ensure the Discount is applied automatically, and therefore mitigating the need for a Discount POS Key to be created and then selected to apply the Discount. When selected and making a sale to a Customer/Member, the Customer/Member must be entered first, prior to the Products being selected. This will ensure the Discount is applied.
  • Apply to Instructions - Select to ensure the discount is also applied to any Instructions that are associated with the Products to which the rule is to be applied. For example, a Main meal that attracts a discount, will also mean that any Sauces or Side Dishes that accompany the Main meal and attract an extra charge, will also be discounted.
  • Offer Discount Options - Select one of the following options :

    • Offer Discount ($ Value) / Discount $ - Select to specify the dollar amount the Products are to be Discounted by in the sale.
    • Qty Based - Only enabled if the Offer Discount ($ Value) setting is selected. Ensures the Discount $ amount entered above is applied to the quantity of the Product sold and not the value. Generally used in relation to the selling of Fuel. Note : QTY based discounts are not available with subtotal discount option, they must be selected against individual items.
    • Offer Discount (Percentage) / Discount %  - Select to specify a percentage value the Products are to be Discounted by in the sale.


  • Apply to Media - Select to ensure the Discount will be allocated to the media selected. Note : To report on Discounts with this option selected run the Detailed Transaction Media (SLM007) report. Unfortunately, Discounts issued with this option selected will not appear in Discount related reports but will appear in Media related reports. Also, with this option selected the full Product GP% is maintained. That is, the Discount does NOT affect the GP as it is no longer considered a Discount.
  • Account - Select an account that the Discount is to be applied to. This could be used to track the value of promotional Products to claim a GST credit on promotions. Note : You will need to set the Media to Account Charge (Media 90).
  • Min Qty Required - Displays/Set the minimum number required to be sold before the Discount is applied.
  • Max Qty Allowed - Displays/Set the maximum number required to be sold after which the Discount will NOT be applied.

Note : When Qty Based above is selected and either the Min Qty Required or Max Qty Allowed has a value greater than zero, then Discount sale lines will NOT be split.

  • Max Value Allowed - Displays/Set a maximum value that can be discounted. For example, in the screenshot example above a 20% discount is applied to a maximum value of $50.

 

Gaming Discount

 

  • Enabled - Select to enable.
  • Game Name - Displays/Enter the name of the Gaming.

 

Footer

 

  • New - Select to Add a new Discount.
  • Save - Select to save changes.
  • Undo - Select to undo changes made.
  • Close - Select to exit.

 

Additional Information

 

  • When you select the Subtotal POS Key and then select the Discount POS Key, and then save the table, the Discount is removed. This is because if you open the table and add a Product the subtotal is changed.
  • If you use a Predefined Discount and tick the Sale Discount option, then save the table, the Discount is saved.

 

Fuel Discounts

 

 

This screenshot provides an example of the Discount Setup required for a 4c/litre Discount offered on the sale of Fuel. Fuel, being a Qty based PLU Product.

 

Selecting the Qty Based setting ensures the Discount is calculated on the quantity sold rather than the value sold.

 

Related Topics

 

  1. Discount POS Key
  2. Discount Operation
  3. Discount POS Key Settings
  4. How To Examples
  5. Member Campaigns
  6. Reason Codes
  7. Surcharges (Service Charges)
  8. Subtotal Operation
  9. Vouchers
  10. Voucher Actions
  11. Vouchers/Discounts

 

Published 28 Mar 2024