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Object documentationDiscount: General

 

You use these parameters to configure general discount behavior. Depending on the type of discount you need to configure, you may also need to set discount parameters in some or all of the following parameter groups:

  • Print lines

  • Choice options

  • Profile prompts

  • Check digits

  • Tax options

  • Discounts

  • Loyalty

Structure

Discount General

Screen Element

Description

Discount ID

Identifies the discount definition

Description

Describes the discount definition. The description can be up to 20 characters long.

General Options

Screen Element

Description

Quick Menu

Allows you to assign the discount item to an existing Quick Menu

Keyboard Description

Allows you to enter the text that appears on a keyboard key when the discount transaction is linked to a keyboard

Security Options

Screen Element

Description

Supervisor Required

Allows you to force a discount to require supervisor authorization

Note Note

To complete a discount set with this setting at the POS, a supervisor key must be inserted into the terminal and turned to the S position.

End of the note.

Password Required

Allows you to force a discount to require a valid password

Note Note

You set up supervisor passwords in the Register Parameters Maintenance Screen.

End of the note.

Authority Level

Allows you to set the authority levels for discount items. The Authority Levels are 1 to 5. Leave this field blank if no authority level is required.

You can specify that a discount is a preset amount. When the discount is initiated, the preset amount is automatically provided by the POS. You can enter either a Preset Amount or a Percent Preset but not both in the same discount definition.

Preset Amount Options

Screen Element

Description

Preset Amount

Allows you to preset a dollar amount to trigger the discount. You can enter a value up to $999.99. A value of 0 (zero) indicates that no amount is preset for the discount and the cashier is required to enter an amount.

Percent Preset

Allows you to preset a percentage amount to trigger the discount.

Force Preset

Enables use of a preset value. Leaving this setting blank allows the preset amount to be modified by the cashier.

Itemizer Options

Screen Element

Description

Itemizer 1 — 4

Allows you to control the application of discounts to items. The discount items must have a corresponding itemizer for the discount definition.

Discount Behavior Options

Screen Element

Description

Discount Type

Allows you to define how the discount is administered. You set how discounts are administered by selecting one of the following options:

  • Item % Off

  • Item $ Off

  • Price Markdown

  • Trans % Off

  • Trans $ Off

  • Mfg $ Coupon

  • Item % Surcharge

  • Item $ Surcharge

  • Trans % Surcharge

  • Trans $ Surcharge

  • Item Best Price %

  • Item Best Price $

  • Manual Coupons

  • Keyed MFG Coupon

  • Matched MFG Coupon

  • Scanned MFG Coupon

  • Matched Custom Coupon

  • Unmatched Custom Coupon

Apply Rules

Allows you to define how the system should handle discount pricing for a product that is on promotion. You do so by selecting one of the following options:

  • Apply Discount to Original Regular Price

  • Apply Discount to Promo Price

  • Apply Discount to Regular Price

  • Apply Discount to Replaced Regular Price

  • Apply Discount to Selling Price

  • Give Customer Lowest Price

  • No Discount on Promo

Discount Threshold

Triggers a discount when the value of the transaction total is greater than or equal to the value of this setting. The default is the value of the transaction total unless one of the following options is specified:

  • Inclusion/Exclusion ID: Triggers a discount in a transaction when an inclusion or exclusion rule is specified if the total value of the transaction items that are identified in the Inclusion/Exclusion ID rule is greater than or equal to the discount threshold specified.

  • Criteria Set Inclusion/Exclusion ID: Triggers a discount in a transaction when a criteria set inclusion or exclusion rule is specified and enabled, and the total value of the transaction items that are identified in the Criteria set Inclusion/Exclusion ID rule is greater than or equal to the discount threshold specified.

Qty Threshold

Allows you to specify the maximum allowable quantity in a discount

Link ID Discount

Allows you to link multi-level discounts by identifying another discount where the highest value must be first in the link

Example Example

Buy $100.00 or more, get $20.00 off; Buy $50.00 - $99.99, get $10.00 off.

End of the example.

Include/Exclude ID

Identifies an inclusion or exclusion rule that specifies items to be included in or excluded from a transaction discount

Discount Link Control

Allows you to control how linked discounts are handled. You set how the system should control links by selecting one of the following options:

  • Apply all discount links — every discount is processed for an item

  • Stop link when one discount applies — as one discount is applied no further discounts in the discount link are processed. For linked discounts, this is the default setting.

  • None — no linking occurs. This is the default for standard discounts.

Threshold Control

Allows you to set the conditions when the system should apply the discount. You set the threshold control by selecting one of the following options:

  • Either — meets either threshold (amount or quantity)

  • Both — must meet both thresholds

Qty Threshold Calc

Allows you to set the threshold calculation quantities. You set the threshold calculation quantities by selecting one of the following options:

  • Qualifying — includes only qualifying items. These are controlled by itemizers.

  • All — includes all items in the threshold calculations

Trans Item Disc Control

Allows you to control the relationship between the transaction and item discount. You control the relationship by selecting one of the following options:

  • Trans Discount on Item Discount — transaction discount applied to items already item discounted

  • Trans Discount Skip Item Discount— skip items already discounted.

Item On Item

Allows you to specify that multiple-item discounts can be applied to single items

Discount Extended Price

Used for unit pricing individual items. Multiplying the item discounted price by the quantity of items provides the extended price.

Maximum Discount Override

Allows you to specify whether a supervisor can override discounts that are greater than the maximum allowable discount

Affect Base Price

Establishes the base price for printing purposes. This option is used with pricing rules and printing for a specific client.

Note Note

The base price is used to determine total savings. You define it in the pricing rules configuration. The defined rule must be selected in order for the price to be designated as the base price.

In certain situations a discount can affect the base price. This option allows the pre-discount price to be retained in a discount.

End of the note.

Allow Price Overrides

Indicates that a price override is allowed for this discount. Applies to item discounts only.

One Item Only

Restricts a coupon or discount to a single quantity of an item even if the Qty key is used when the item is entered.

Apply Type

Allows you to specify how the discount should be used for competitive price discounts. You specify how the discount should be used by selecting one of the following options:

  • Apply discount to entire amount

  • Discount calculated on amt > Threshold

  • Discount calculated on amt < Threshold

  • Discount = threshold diff + 0 above

  • Discount = threshold diff + 1 above

  • Discount = threshold diff + 2 above

  • Apply to maximum value item — Exclusively applies the discount to the highest-priced item in the sale instead of asking the cashier to indicate the item to be discounted. For example, if a transaction contains a 1$ item and a 5$ item, the discount applies to the 5$ item only when this option is set.

Maximum Discount Percent

Allows you to specify the maximum percentage to apply to a discount

Discount Limit

Allows you to set the maximum number of item or transaction level discounts that can be applied in a single transaction

Maximum Discount Amount

Allows you so specify the maximum amount for a discount

Affect Net

Allows you to affect how figures are reported on the Consolidated Sales Report.

When this parameter is selected the Consolidated Sales Report is affected as follows:

  • The Gross Sales figure does not include discounts.

  • The Net Sales figure is equal to the Gross Sales figure less discounts (coupon discounts not included).

When this parameter is not selected, the Consolidated Sales Report is affected as follows:

  • The Gross Sales figure does not include discounts.

  • The Net Sales figure is equal to the Gross Sales figure (coupon discounts not included).

Start Date

Defines the date that the discount is to start

Start Time

Defines the time that the discount is to start

Stop Date

Defines the date that the discount is to stop

Stop Time

Defines the time that the discount is to stop

Include/Exclude ID

Allows you to specify which groups are included or excluded from a discount promotion. An Include/Exclude definition specifies the groups or combinations of vendors, SKUs, departments, and categories that are eligible for discount promotions. You can also use this setting to exclude certain groups or combinations of vendors, SKUs, departments, and categories from discount promotions.

Applying Transaction Discounts to Returns and Exchanges

The drop down lists in the table that follows below contain the following options:

  • Apply Separately to Purchased and Returned Items: The discount applies separately to the total of the items purchased and the total of the items returned. The separate totals (amounts and quantities) are also used to determine which, if any, discount thresholds have been met for each subtotal.

    Note Note

    If the net discount is $0.00, the discount is recorded only if the LOGDISCOUNTFORITEM option in the POS.INI is set to a non-zero value (meaning that transaction discounts are prorated across the discountable items). Otherwise, an error message displays and the discount is not allowed.

    End of the note.

    This option will produce different results from the Apply to Net Total of Purchased minus Returned Items option when there is a discount threshold in effect, or where a dollar discount is used. In a dollar discount, because the same discount is applied to both the returned and purchased items, the total discount always nets out to $0.00 (in a transaction where there are both purchased and returned items).

    Example Example

    10% Discount with Apply To set to Apply Separately to Purchased and Returned Items. The discount threshold amount is $5.00.

    Sell Item A: $9.99

    Return Item B: –$4.50

    Total purchases: $9.99

    Therefore, the discount threshold is met for purchases.

    Item A net price = $9.99 – $1.00 = $8.99.

    The total absolute value of returns (absolute value is checked against threshold) is $4.50, therefore the threshold of $5.00 is not met and no discount applies to returned items.

    Item B net price = –$4.50

    Transaction total = $4.49

    End of the example.
  • Apply to Net Total of Purchased Minus Returned Items: The discount applies both to items purchased and returned. The net total amount and quantity of items is used to determine which, if any, discount thresholds have been met. The total discount is prorated across all of the items to which the discount applies.

    Note Note

    If the net discount is $0.00, whether or not the discount is recorded depends on some additional configuration settings. A $0.00 discount is applied only if the following conditions are true:

    End of the note.

    The Print Zero-Total Transaction Discounts option under the Receipt Options tab of the Register Parameters Maintenance window is enabled, and the LOGDISCOUNTFORITEM option in POS.INI is set to a non-zero value (meaning that transaction discounts are prorated across the discountable items). Otherwise, an error message displays and the discount is not allowed.

    Example Example

    10% Discount with Apply To set to Apply to Net Total of Purchased minus Returned Items. The discount threshold amount is $5.00.

    Sell Item A: $9.99

    Return Item B: –$4.50

    Net Total: $5.49

    Therefore the threshold is met.

    Total Discount: –$0.55 (10% of 5.49)

    Item A prorated discount = –$1.00

    Item B prorated discount = $ 0.45

    Total of prorated discounts =–$0.55

    Item A net price = $9.99 – $1.00 = $8.99

    Item B net price = –$4.50 + $0.45 = –$4.05

    Transaction total = $4.94. Note that this setting is the equivalent of checking the Allow Txn Discount On Return Items setting found in previous versions of SAP POS.

    End of the example.
  • Apply To Purchased Items Only: The discount applies only to items that were purchased. Only purchased items are considered when determining whether discount thresholds, if any, have been met.

    Example Example

    10% Discount with Apply To set to Apply To Purchased Items Only. No discount thresholds are in effect.

    Sell Item A: $9.99

    Return Item B: –$4.50

    Total Discount: –$1.00

    Item A net price = $9.99 – $1.00 = $8.99

    Item B net price = –$4.50

    Transaction total = $4.49. Note that this setting is the equivalent of not checking the Allow Txn Discount On Return Items setting found in previous versions of SAP POS. This is the default setting.

    End of the example.

For a given transaction, the first type of return successfully used determines which of the above settings will be used for all transaction discounts applied. For example, it is possible to start a Return from the Local DB transaction and then, after returning some items from the original transaction, switch to a manual return and add some additional returned items that were not on the original receipt. In this case, transaction discounts are not applied to any of the returned items.

As another example, if you start a Return from the Local DB but the transaction lookup fails and you choose to fall back to a manual return instead, the setting for the In Manual Return case would apply.

Note Note

Transaction discounts are never applied to returned items that were either retrieved from SAP Returns Authorization or the local POS database, or that will be authorized by SAP Returns Authorization. For more information, see the Refund Service and Authorize Refund parameters in Returns: Return Authorization.

End of the note.

Screen Element

Description

In Exchange

Determines how the discount is applied when the returned items are entered using either the Exchange or Multi-Exchange functions (Manager Functions 212 and 213).

In Manual Return

Determines how the discount is applied when the items to be returned are manually scanned or keyed into the transaction without first retrieving the original sale transaction.

Transaction Discount Options

Screen Element

Description

Transaction on Item

Allows you to specify that a transaction discount can be applied to items with an item discount

Transaction on Transaction

Allows you to specify that multiple transaction discounts are applied within the same transaction.

All Items in Transaction

Allows you to specify that a transaction discount can be applied after you press the Total key instead of only before this occurs. Allows all items in the transaction to be discounted including any that were entered before the discount function was activated.

On Item Trans Discount

Applies a discount to items in a transaction that has already processed a discount. Allows the items that had not previously qualified for a discount to be considered for a different one.

You use this option to allow more than one discount to apply in a transaction.

Apply Method

Allows you to specify when the transaction discount should be applied.

You specify when the transaction discount should be applied by selecting one of the following options:

  • Discount on Previous Item

  • Discount on Total of Transaction

  • Discount at Item Entry

  • Apply to Maximum Value Item — Applies the discount to the highest priced item in the transaction. The highest-priced item is determined after all other item discounts, promotions, mix matches, or automatic transaction discounts are applied. If more than one item has the highest value, the discount is applied to the first item entered in the transaction at that price. The discount applied is never more than the price of the item.