Applying a Discount to a Sale

You can apply a discount to a sale transaction through the POS view. You apply the discount to the transaction's sub-total in one of two ways: (1) as a percentage of the sale's subtotal or (2) as a dollar amount.

You can also use the sale discount function to transact a $0.00 sale by applying a discount of 100%. However, you can accept only cash as the payment type. Items added to a $0.00 sale are considered "sold" and therefore affect inventory counts as normal.

NOTE: Sale transaction discounts can be applied in combination with other types of discounts, including product discounts, pricing group discounts and promotional discounts. For more help, especially on the order in which discounts are applied, see Discounts: Guidelines, Tips and Examples.

To apply a discount to the current sale:

  1. On the POS view Transactions button panel, click Discount.

The Transaction discount popup appears.

  1. In the Discount value textbox, enter a discount as a percentage of the sale's subtotal or as a dollar amount, depending on the discount type selected. For a $0.00 sale, enter 100.

EXAMPLES: To discount the sale by 10%, select the % Percent radio button and enter 10. To discount the sale by $10.00, select the $ Amount radio button and enter 10.

TIP: Use the quick pick buttons to automatically populate the Discount value textbox.

  1. Select the appropriate discount type radio button (% Percent or $ Amount). For a $0.00 sale, select % Percent.

  1. Enter the Promotion Code if there is one associated with the sale.

  2. Click OK.

The discount is applied to the sale, and the Sale Items List and Transaction Totals Area are updated accordingly.

  1. Proceed with the sale as usual. For more help, see Transacting a Sale: Quickview.

 

To remove a discount applied to the current sale:

  1. On the POS view Transactions button panel, click Discount.

The Discount Sale popup appears displaying the discount applied to the current sale.

  1. Click the Clear button.

  2. Click OK.

The discount is removed from the sale, and the Sale Items List and Transaction Totals Area are updated accordingly.

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