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Guide - Discounts

An in-depth guide on how to apply discounts on the Premier EPOS software

Introduction

When serving your customer, you have the option to apply a manual discount to the customer's transaction. This is separate from a Special Offer and is intended to be applied to items not already in an offer. For further information regarding Special Offer, please click here.

There are three different methods of discounting items when they are in the Cart. They are Cart % Discount, Cart Value Discount and Selected Item Discount.

These options are normally found under Main Menu > Discount Options. Please see below screenshot.

The default location of the Main Menu

Once in the Main Menu, the discounts are found under the Discount Options button. Please see below screenshot.

The default location of the Discount Options

Once in the Discount Option section, you will find the three discount function buttons. Please see below screenshot.

The default location for the three discount options

Discount Methods

Cart % Discount,

The default Cart % Discount button

The first discount function under Discount Options is Cart % Discount. This function applies a customizable percentage discount to the entire cart. By default pressing the Cart % Discount button will ask the user what level of percentage discount they would like to apply.

After pressing the Cart % Discount button, the Apply Percentage Discount windows will appear. This window will allow you to enter the discount amount and select why the discount is being applied.

This window allows you to set the discount amount and choose a reason

Additional Cart % Discount buttons can be set up with predefined discount amounts, for example you could create buttons that automatically applies a 10%, 20% or greater discount.

Once a Cart % Discount is applied, all items being entered into the cart will be affected by the discount function. Where possible, we would recommend applying a Cart % Discount at the end of a transaction before finalizing the sale.

The Cart with a 10% discount applied

Unlike the other discount methods, a Cart % Discount can only be applied once to a cart. Pressing the Cart % Discount button again, after already applying it's discount will REMOVE the discount.

Cart Value Discount

The default Cart Value Discount button

The second discount function under Discount Options is Cart Value Discount. This function applies a customizable monetary discount to the entire cart. By default pressing the Cart Value Discount button will ask the user how they wish to reduce the value. With this option, the user can either reduce the value By an amount or To amount. Please see below screenshot.

This window allows you to set the value of the monetary discount

If you select to reduce the Value By Amount, that amount will be discounted from the items in the cart. If you instead select to reduce the Value To an Amount, the system will work out how much it needs to discount the items by in order to reach the discount you have set.

The cart with a £1 discount applied

Similarly to Cart % Discount, Cart Value Discount will add additional information to the cart that reduces the price of items. If you remove these additional lines from the cart, the discount will be removed.

If you press the Cart Value Discount button again, the previous discount steps will be repeated and additional discounts will be added to the cart.

Selected Item Discount

The default Selected Item Discount button

The third discount function under Discount Options is Selected Item Discount. This function applies a customizable percentage discount to the selected item in the cart. By default pressing the Selected Item Discount button will ask the user how much percentage discount do they wish to apply. Please see below screenshot.

Enter your percentage discount here

Once you have selected the amount you wish to discount, pressing Accept with add the discount reason to the cart and alter the price of the item being sold. Unlike with other methods of discount, this change can not be undone. If you want to reset the items price, you will need to remove the currently discounted item and it's reason line, then readd the original item back into the cart.

An item with a Selected Item Discount applied

Similarly to Cart % Discount, additional Selected Item Discount buttons can be set up with predefined discount amounts, for example you could create buttons that automatically applies a 10%, 20% or greater discount to your selected item.

If you are looking for a guide on setting up Special Offers, please click here.

If you have any additional questions about the above guide, please contact our Support Team on either 03303 800 142 or [email protected].

If you're a new customer and interested in joining Premier EPOS please click here for more information and to book your free demo.

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