Implementation in Back Office:

Page Navigation: My Stores >> Products/Items >> Discounts >> Item Based/Check Based/Mix and Match

        A toggle option “Employee Discount” should be included in the discount creation screen.

        By default, the option should be in disable mode.

        Users can enable the toggle later.

        The corresponding discount can be used only for the employees when enabling the toggle.

        The option “Attach Customer” and “Membership Plan” should not be shown if the option “Employee Discount” is enabled.

        Users are not allowed to enable the toggles “Coupon only” and “Auto Discount” on enabling the option ‘Employee Discount”.

      Page Navigation: My Stores >> User Management >> Roles >> POS

        An option “Employee Discount” should be included in the POS access permission set up.

        By default, the toggle option should be in disable mode.

        Users can enable the toggle later.

        For the Admin role, the toggle should be in enable mode by default.

Screen Layout:

Implementation in POS:

        The functional workflow for the discounts works as existing.

        To apply the employee discount,

1)      The system should validate whether access/permission is given to the employee trying to 

apply the employee discount.

2)      If the employee does not have access, the system should pop-up the number pad to enter the manager pin for approval.

3)      The manager PIN popup title should be "Enter Approver PIN or Swipe Card".

4)      Once the PIN is verified, the system should ask to input the “Employee PIN” to whom going to benefit from the discount. The number pad should pop-up with the header message “Enter the PIN of Employee”.

5)      The system should validate whether the entered PIN is valid. If valid, the selected employee discount can be applied. If No, an invalid message should be shown.

        For Example,

o   Employee Name: Alex

o   Employee Discount: 20% Off Event

o   Consider “Alex” placing the order and he is eligible for a 20%Off Event discount.

o   When the user tries to apply the employee discount, the system should pop-up the number pad to enter the employee PIN.

o   The user should enter the PIN to continue applying the discount.

Note: The only user with the “Employee Discount” access can apply the respective discount. [Employee Discount toggle in enable mode]. For the restricted users, the system should pop-up the number pad to enter the manager pin for approval.

Screen Layout:

        If the employee does not have the access to apply “Employee Discount”,

Step 1: Manager PIN Number pop-up for approval

Step 2: Enter the PIN of the employee pop-up that should appear with the number pad to input the PIN.

Screen Layout:

NOTE: This message [Enter Approver PIN or Swipe Card] should be shown in all places of our application where an approver pin is required.

        If the employee has the access to apply for “Employee Discount”,

Step 2: “Enter the PIN of employee” pop-up should appear with the number pad to input the PIN.

Note in POS:

For multiple roles,

      1)      If the user is having multiple roles with “Employee Meal Discount” access in any one of the roles, the “Enter Approver PIN” pop-up should not be shown.

Impacts on Reports:

            Page Navigation: My Stores >> Reports >> Discount

        Two new fields “Employee Name” and “Discount Approved By” should be included in the discount report.

        The “Employee” and the “Discount Approved By” field should list all the employee names as the filter option.

        By default, the filter option should be “All”.

        Users can select a particular employee and run the report.

        The generated report should have two columns “Employee Name” and “Approved By”.

        The “Employee Name” is the name of the employee to whom the discount is applied.

        The approved field should record who approved the discount for the employee.

        The “Approved By” column should not be left empty.

        If the employee without “Employee Discount” access tries to approve, the manager who approved the discount should be recorded.

        The toggle options should be included to add/remove the columns in the extracted report.

        All the Report type should include the toggle options.

        Users can enable the toggles to include/exclude a certain column from the report generated.

        Also, if the user selects toggles, it should be cached and display next time when the user runs the report.

        Users can do extract the report in PDF, Excel, and CSV format. Note: For the report type, “Summary”, no need to show the newly added column as it is the consolidated report.

The discount field should list all the discounts including the employee-based discount.