POS: Check Options - Item Based Discount

POS: Check Options - Item Based Discount



Background in Back Office

On the Products/Items > Discounts page, ensure you're on the Item Based tab (should be the left-most and default option when navigating to the page).

See the Back Office: Item Based Discounts Knowledge Base Article



Implementation in POS

  1. When an Item is selected on the Order screen, the Menu options will appear with a Discount option underneath.

  2. To apply an Item Discount, it must be configured for the Item in the BO for a particular Item or Category/Subcategory and will be applied based on the configuration in BO.


  3. After placing the Item, select the Item then click on the options on the Order screen. The Check Options screen appears.

  4. A new pop-up will appear, with the created Discount for the particular Category/Subcategory appearing underneath.
    1. Note: The Role of the logged-in user will still require the permissions to apply a selected Discount, such as a required Admin PIN.


  5. After selecting the required Discount, the Item Discount will be applied to the particular Menu Item or Item selected from the Category/Subcategory then appear on the Order screen in POS, under the Subtotal and Tax.


 


Scenarios

Scenario 1: Discount Amount Applied Before Tax

Menu Item 1 - $10
Tax - $1
Total – $11

User applies item discount amount $2 before tax

Menu Item 1 – $10
Discount – $2
Menu item 1 after discount – $8
Tax 10% - $0.80
Total – $8.80


 


Scenario 2: Discount Amount Applied After Tax

Menu item 1 - $10
Tax - $1
Total – $11

User applies item discount amount $2 after tax.

Menu item 1 – $10
Tax – $1 
Discount – $2
Total – $9


 


Scenario 3 - Discount % Applied Before Tax

Menu item 1 - $10
Tax - $1

User applies item discount percentage 20% before tax.

Menu item 1 – $10
Discount – $2
Menu item 1 after discount – $8
Tax 10% - $0.80
Total – $8.80



Scenario 4 - Discount % Applied After Tax

Menu item 1 - $10
Tax - $1
Total – $11

User applies item discount percentage 20% After tax.

Menu item 1 – $11
Discount – $2
Total – $9


 

Re-Open Receipt

  1. When a Receipt is reopened, you will be taken to the Order screen with the Item(s) on the Receipt and the Item Discount applied on the Receipt will appear.

  2. Items can be added to the Receipt and the sale continues, with an Item Discount applied to the item appearing under the Discount section and the item. If the newly added Item contains a Discount that will be added to the Discount field.

  3. If a Refunded Receipt is reopened, it will be grayed out.

  4. In a Reopen scenario: Return and Exchange cannot be done. For Refund and Exchange, you must use the Return option on the Sale History screen.


 

Preview on Order Screen

On the Order screen under the Preview section the Item will appear with the Discount applied on the Item will appear under the Discount field.


Example

Item – $52.00
Tax- $4.94
Total – $56.94

Item discount applied is 2.60 which is displayed under discount field.

Grand total – $54.34


 


Refund

If you want to Refund an item that includes an applied Item Discount:
  1. Open the Receipt, then click on the Item to be refunded. The Refund popup appears
  2. On the popup under Refund Amount, the Discount Price appears.
  3. For a Refund on the receipt: if an Item Discount is applied to Menu Item, the Refund will be performed on the discounted Price.



Receipt – A001


Example
Menu Item 1 – $56.94
Discount price – $2.60
Total – $54.34
  1. Once a Refund is performed, the new Receipt A002 will be generated.
  2. For this receipt, $54.34 will be refunded.


 


Refund Receipt

The Discount Price will appear on the Refund Receipt.




Void

If an item to which an Item Discount has been applied is being voided, the Discounted Price of the Item will be appear under the Amount section on the Receipt.

Receipt – A001

Retail 1 - $416
Tax – $39.52
Total - $455.52
Discount amount – $20.80
Total After discount – 434.72$

If paid by Cash and the receipt is Voided, $434.72 will be refunded.

Under Customer Copy and Merchant Copy the Discount Price of the Item will appear as the Charge Amount.

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