1. Classic User Guide
  2. Discounts and Awards
  3. Add a Discount or Award to a Transaction

Add a Discount or Award to a Transaction

After adding items to a transaction, do the following to add a discount or award to a transaction:

  1. Click Add Discount.

    Figure 7-1 Discount Type Options


    Discount Type Options

    Xstore Point of Service prompts for the discount type.

    • Add Item Discount - Discount applied to one item in the transaction.

    • Add Transaction Discount - Discount applied to the entire transaction.

    • Add Group Discount - Discount applied to a group of items.

    • Add Award Discount - Discount applied as a loyalty award.

  2. Select the discount type:

    • Click the discount type.

    • Use the up and down arrows to highlight the correct discount type, then press the Spacebar.

    • Enter the number associated with the discount type.

  3. Click OK.

  4. Continue with the appropriate procedure:

Item Discount

After selecting Add Item Discount (see Step 2 in Add a Discount or Award to a Transaction), do the following to configure an item discount:

  1. If necessary, select the item to which to apply the discount:

    Note:

    If there is only one item in the transaction, go to Step 3.

    • Click the item.

    • Use the up and down arrows to highlight the correct item, then press the Spacebar.

  2. Click OK.

    Xstore Point of Service prompts for the discount in the Discounting window.

    Figure 7-2 Item Discount Options


    Item Discount Options

  3. Select the discount to apply to the item:

    Note:

    The discounts available in the Discounting window depend upon the configuration of your system.

    • Click the discount.

    • Use the up and down arrows to highlight the discount, then press the Spacebar.

  4. Click OK.

  5. If necessary, enter the reason for the discount. See Select a Reason.

  6. If necessary, enter the discount information:

    The discount is applied to the item and appears in the View Port.

Select a Reason

To select a reason for a discount:

Figure 7-3 Reason Code List


Reason Code List

  1. Select the reason for the discount:

    • Click the reason.

    • Use the up and down arrows to highlight the reason, then press the Spacebar.

  2. Click OK.

Percent Discount

To enter a percent discount:

  1. Enter the percentage discount to apply to the item.

  2. Press Enter.

  3. If necessary, click Yes to confirm that the entered discount is correct.

    The percentage discount is applied to the item.

Amount Discount

To enter an amount discount:

  1. Enter the amount of the discount to apply to the item.

  2. Press Enter.

  3. If necessary, click Yes to confirm that the entered discount is correct.

    The amount of the discount is applied to the item.

Transaction Discount

After selecting Add Transaction Discount (see Step 2 in Add a Discount or Award to a Transaction), do the following to configure a transaction discount:

Figure 7-4 Transaction Discount Options


Transaction Discount Options

  1. Select the discount to apply to the transaction:

    Note:

    The discounts available in the Discounting window depend upon the configuration of your system.

    • Click the discount.

    • Use the up and down arrows to highlight the discount, then press the Spacebar.

  2. Click OK.

  3. If necessary, enter the reason for the discount. See Select a Reason.

  4. If necessary, enter the discount information:

    The discount is applied to the transaction and appears in the View Port.

Select a Reason

To select a reason for a discount (Figure 7-3):

  1. Select the reason for the discount:

    • Click the reason.

    • Use the up and down arrows to highlight the reason, then press the Spacebar.

  2. Click OK.

Percent Discount

To enter a percent discount:

  1. Enter the percentage discount to apply to the transaction.

  2. Press Enter.

  3. If necessary, click Yes to confirm that the entered discount is correct.

    The percentage discount is applied to the transaction.

Amount Discount

To enter an amount discount:

  1. Enter the amount of the discount to apply to the transaction.

  2. Press Enter.

  3. If necessary, click Yes to confirm that the entered discount is correct.

    The amount of the discount is applied to the transaction.

Group Discount

After selecting Add Group Discount (see Step 2 in Add a Discount or Award to a Transaction), do the following to configure a group discount:

  1. Select the discount to apply to the group of items:

    Figure 7-5 Group Discount Options


    Group Discount Options

    Note:

    The discounts available in the Discounting window depend upon the configuration of your system.

    • Click the discount.

    • Use the up and down arrows to highlight the discount, then press the Spacebar.

  2. Click OK.

  3. Select the items to which to apply the discount:

    • Click the items.

    • Use the up and down arrows to highlight each item, then press the Spacebar.

  4. Click OK.

  5. If necessary, enter the reason for the discount. See Select a Reason.

  6. If necessary, enter the discount information:

    The discount is applied to the items and appears in the View Port.

Select a Reason

To select a reason for a discount (Figure 7-3):

  1. Select the reason for the discount:

    • Click the reason.

    • Use the up and down arrows to highlight the reason, then press the Spacebar.

  2. Click OK.

Percent Discount

To enter a percent discount:

  1. Enter the percentage discount to apply to the item.

  2. Press Enter.

  3. If necessary, click Yes to confirm that the entered discount is correct.

    The percentage discount is applied to the item.

Amount Discount

To enter an amount discount:

  1. Enter the amount of the discount to apply to the item.

  2. Press Enter.

  3. If necessary, click Yes to confirm that the entered discount is correct.

    The amount of the discount is applied to the item.

Award Discount

After selecting Add Award Discount (see Step 2 in Add a Discount or Award to a Transaction), the way the award discount will be applied depends upon the configuration of your system:

Award Discount - Enter Amount

After selecting Add Award Discount (see Step 2 in Add a Discount or Award to a Transaction), do the following to configure an award discount:

  1. Enter the award amount to be applied to the transaction.

  2. Press Enter.

  3. If necessary, click Yes to confirm that the entered discount is correct.

    The discount is applied across the items and appears in the View Port.

Award Discount - Select Coupon

After selecting Add Award Discount (see Step 2 in Add a Discount or Award to a Transaction), do the following to configure a group discount:

  1. Select the coupons to apply to the transaction:

    • Click the coupons.

    • Use the up and down arrows to highlight each coupon, then press the Spacebar.

  2. Click OK.

    The discount is applied to the items and appears in the View Port.

About the Award Coupon List

The award coupon list may be configured two ways:

  • Partial awards allowed:

    The system automatically reduces the value of the selected coupon by the amount applied to the current transaction, up to the total amount due. For example, if $14.98 is applied from a $50.00 coupon, the coupon's remaining value is reduced to $35.02, and it may be applied to a different transaction later.

  • Partial awards not allowed:

    The system automatically applies the entire value of the coupon, regardless of the amount due on the transaction. The coupon is removed from the list after it is applied to a transaction and may not be used again. For example, if the amount due is $25.00 and a $30.00 coupon is selected, the $5.00 difference cannot be used in a future transaction.

    If you select more than one coupon and the combined total exceeds the amount due on the sale, a message is displayed. Press Enter and the system returns to the list of coupons where you may select a different coupon.