Skip to content

Applying a discount to a sale ​

For
Cashier
Where
Web register
Permission
Give a manual discount
Checked on

A discount lowers the price of one item or of the whole sale. On the Sell screen it is called a Discount. You apply it before paying, on one line of the cart or on all the items.

Before you start ​

  • Your role must allow giving a manual discount (permission Give a manual discount), on a line as on the whole sale.
  • Without this permission, you can still ask for the discount: the screen then has a manager approve the action (see below).

The register limits discounts. When a discount is too large for your role, a manager must approve it with their PIN.

Discounting one item ​

To lower the price of a single line:

  1. Put the item in the cart, then click its line to expand it.

    The Ensemble de 6 verres line expanded, the Discount field outlined

  2. In Discount, type a percentage (10) or an amount followed by $ (2 $).

    The percentage 10 typed in the Discount field, outlined

  3. Press Enter. Escape cancels what you typed.

The line keeps its unit price. It shows the old total crossed out, the new total and a Discount row with the amount taken off. To remove the discount, type 0 in Discount, then press Enter.

The Ensemble de 6 verres line: 8.99 crossed out, 8.09, and a Discount of −0.90

The Unit price field, right next to it, changes the price itself. It needs another permission, Override a line price, and is not covered by this guide.

Discounting the whole sale ​

To lower the price of every item in the cart:

  1. Under the cart, click Discount, to the right of Add.

    The bottom of the cart, the Discount link outlined next to Promo code and Note

  2. Choose % or $, then type the value in Amount. The discount is Applied to all items.

  3. Click Add.

    The discount window: the $ button chosen, 5 typed in Amount, the Add button outlined

The bottom of the cart shows a Discount row with the amount taken off, and the total to pay goes down.

The cart with two items, a $5.00 discount at the bottom and a total to pay of $15.04

Removing a discount ​

To take off the discount of the whole sale:

  1. Click Discount, in the row at the bottom of the cart.

  2. Click the trash can, to the left of Cancel.

    The discount window with the Remove the discount trash can outlined

When the screen asks for a manager ​

If your role does not allow the discount, or if it goes beyond what you are allowed, the Manager approval window opens instead of applying the discount. Its text says why, for example: "Your role does not allow this action (discount): a manager approves it with their PIN." The Action to approve line describes the discount asked for.

  1. Choose the manager under Manager.

  2. Ask the manager to type their PIN in PIN.

  3. Click Approve.

    The Manager approval window: the action to approve, the manager, the PIN field and the Approve button outlined

The discount is then applied, in the name of the manager who approved it.

The cart with two items after the approval, the 30% discount at the bottom of the cart

When the cart grows after the approval ​

A percentage discount approved by a manager is valid for the amount the manager saw. If the cart then grows (an item added or scanned, a larger quantity, a higher price, a line discount removed), the approval lapses, because the discount amount would grow.

  • When you raise the quantity of a discounted line, or when you pay for a discount on the whole sale, the register applies the discount again in your name. If it stays within what your role and the merchant's threshold allow, nothing is asked.
  • Otherwise the Manager approval window comes back: a manager approves again with their PIN.
  • If the window is closed without approval, the quantity stays the same, or the sale does not move to payment. The message says that the cart grew since the approval: have the discount approved again, or remove it.

A dollar discount does not change amount, and a cart that shrinks asks for nothing.

Troubleshooting ​

A discount made with a customer's loyalty points is in place: it cannot be changed here. Remove the points first.

"No manager of the store with a PIN can approve this action" ​

No manager of the store can approve this discount. Make a smaller discount, or ask a manager for help.

"The discount is beyond the amount the manager approved" ​

At the web register, the sale is not recorded: an approved discount grew since the approval (cart or price changed), beyond the amount the manager saw. Apply the discount again on the line or on the sale, then have a manager approve it again with their PIN. At the installed register, the sale is kept and the difference is reported to the office.

"Wrong PIN" ​

The PIN typed is not the right one. Try again. If the employee's PIN is blocked after several tries, the screen says when to try again; a manager can also clear that PIN.

See also ​