Discounts

Discounts are price-reduced transactions that you configure on an as-needed basis using the Configurator and POS Manager applications.

There are two types of discount definitions: transaction discounts and item discounts. Transaction discounts are applied to an entire transaction, while an item discount applies to only one item within a transaction. Both types of transactions are defined in the same manner.

The general discount parameters define the type of discount, the tax rules that are associated with the discount, and how to apply the discount.

General
Screen Element	Description
Discount Type	Type of discount includes: a Percent or Dollar off discount
Apply Rules	Applies rules to a discount as follows: Give Lowest Price — lowers the price of an item or transaction. For example, if an item is also on promotion, the customer receives the lowest price whether it is the discounted price or the promotion price Regular Price — discounts the item’s regular price Promo Price — discounts the promotion price, further reducing the cost to the customer
Calculation Method	Calculation method for the discount. You can apply the following: Item — applies a discount to each item based on the item’s discount eligibility attributes Transaction — applies a discount to each item by prorating the total discount amount to each item For percentage discounts, the POS terminal determines the total amount to discount by calculating the total discountable amount for the transaction and applies the percentage. Amount off discounts uses the amount specified. Discounts using the transaction calculation method cannot be set to use the Adjust Price To configuration setting
Apply as Stand-Alone Discount	Allows coupons to be used as part of a discount
Affect Tax	Indicates if the discount affects the tax
Affect Net Sales	Indicates if the discount affects the net sales. When the check box is selected, the parameter affects the consolidated sales report as follows: Does not include discount in the gross sales figure Net sales is a result of the gross sales less discounts (coupon discounts are not included) When the check box is not selected, it affects the consolidated sales report as follows: Does not include discounts in the gross sales figure Net sales equates to the gross sales (coupon discounts are not included)
Discount On Discount Rule	Applies discounts to a preexisting discount as follows: Regular Price — discounts the item’s prediscounted amount Discounted Price — discounts the item’s current discounted price Best Price — discounts only if the original price is greater than the price reduction already applied to the item
Include In Total Discount	Includes the discount type in the total of all discounts in a transaction. To include transaction discounts only, do not select the check box for item discounts
Price Adjust Type	Adjustment type for the discount definition includes: Surcharge or Discount
Adjust Price To	Adjusts the discounted item to another value (the cost before applying a discount or surcharge). The discount or surcharge is applied to the adjusted value, but the discount given is equal to the difference between the item’s original price and the final price Options include the following: Do Not Adjust — does not adjust price Cost Price — the price to the retailer's list cost price Level Price — the discount that is applied to various levels of pricing Offset Amount — the offset amount to deduct at the POS terminal. In this case, it adjusts the discount to a specified amount before the discount is applied. The discount function must be configured with a prompt type Discount Offset Amount. The discount is calculated by adjusting the item selling price to the offset amount before applying the discount amount. This is primarily used to support competitive price discounting, where stores match competitors prices Example A store can have three levels of customer pricing structures. Level 1 customers may be entitled to 15% off the regular price; level 2 customers may be entitled to 10% off the regular price, and level 3 customers may be entitled to 5% off the regular price. If the price of an item is adjusted to the Level Price, then the customer receives an additional discount applied to the adjusted level price. End of the example. Foreign Offset Amount — the discount in a foreign currency
Grouping Code	Group that the discount belongs to; it is a user-defined identifier. For more information about combinations and restrictions, see Item Combination Restrictions.
Include In Total Savings	Includes the discount type in all transaction savings, such as promotional and mix match savings.

Discount entry options are values that you define for the discount. For example, you can predefine a discount amount and set maximum and minimum amounts, or modify the preset discount values.

This section describes parameters for discount entry options.

Entry Options
Screen Element	Description
Preset Value	Sets up a discount with a preset or default amount
Verify Amount	Confirms or changes the discount amount defined as a preset value before a discount is applied to an item or a transaction. When you select the check box, it indicates the Minimum Value and Maximum Value range in which the discount can be applied and changed. It prevents the cashier from applying a discount value that is outside the specified range. When no minimum or maximum value ranges are specified, the cashier can apply a discount of any value
Minimum Value	Minimum preset value for the modified discount amount
Maximum Value	Maximum preset value for the modified discount amount

This section describes parameters for discount restrictions.

Restrictions
Screen Element	Description
Item Eligibility	Configures discounts that can only be applied to certain merchandise and non-merchandise items based on the eligibility rules setup. For more information about these rules, see Eligibility Rules. If the discount initiated is an item discount and the item that is discounted does not qualify for the eligibility rule linked to the discount, a message displays on the POS terminal. If the discount initiated is a transaction discount and one or more items qualify for the discount, the discount is applied
Date Eligibility ID	Links a discount to a date eligibility definition. This sets the starting dates, ending dates, times, and duration for this discount definition. Alternatively, you can specify a date eligibility rule to a specific time-frame to restrict the defined discount. For more information about date eligibility definitions, see Date Eligibility
Amount Threshold	Minimum discountable amount for the discount to apply. If a minimum amount is defined but not reached, a discount on the sale is ignored
Quantity Threshold	Minimum quantity of discountable items for the discount to apply
Maximum Total Discount Amount	Maximum allowable price reduction on item and transaction discounts Example If you set the maximum total discount amount to $30.00 and the discount amount at the POS terminal is $35.00, then a message displays to the cashier indicating that the discount amount exceeds an allowable maximum amount. If this field is set to zero, then no maximum amount is set. End of the example.
Maximum Total Discount Percent	Maximum allowable price reduction on item and transaction discounts. The discount is calculated as a percent of the discountable amount Example If you set the maximum total discount percent to 40%, and the discountable amount is $64.56, and the discount amount is $30.00, the discount percent is 46%, which exceeds the maximum defined to be 40%. If this field is set to zero, then no maximum amount is set. End of the example.
Maximum Offset Difference Amount	Maximum amount difference of an item to the offset amount Example If the item’s original price is $10.00 and a competitor is charging $8.00, the offset amount is $2.00 and the maximum offset difference amount is set to $1.00. A message then displays to the cashier disallowing a discount of more than $1.00. If this field is set to zero, then no maximum amount is set. End of the example.
Maximum Offset Difference Percent	Maximum percentage difference of an item to the offset amount Example If the item’s original price is $10.00 and a competitor is charging $8.00, the offset amount is $2.00 and the maximum offset difference percent is set to 10%. A message then displays to the cashier disallowing a discount of more than $1.00. If this field is set to zero, then no maximum amount is set. End of the example.
Offset Amount Must be Lower Than Item Amount	Offsets the amount to be lower than the original price of an item. This prevents a cashier from entering the same price or a higher price for an item to apply a discount that does not exist and therefore is not valid. This feature is available only when the discount is configured to Adjust Price To: Offset Amount
Allow After Partial Tender	Discounts a transaction after the customer pays for part of it

Discounts can also be applied on top of other discounts. In this section you can define which discounts to apply to the currently configured discount. You can also disable the preconfigured options, for example, to disallow your store employees to apply their employee discount to a Senior’s Special Discount.

This section describes parameters for discounts that are applied on discount rules.

Discount On Discount Rules
Screen Element	Description
Discounts Allowed	In this section, you can activate the discounts that are allowed in combination with the discount specified
Allow Discount on Promotion	Applies discounts on promotional items

Rounding rules state whether a number is rounded up or down and to how many decimal places. When a percentage discount is triggered, the rounding rule and digit parameters are used to calculate the rounded number. For more information about these rules, see Rounding Rules.

Rounding Rule
Screen Element	Description
Rounding Rule ID	Type of rounding rule: Single Digit Rounding or Double Digit Rounding
Rounding Rule Digit Value	A number from 1 to 9 at which the rounding rule is triggered. It determines at which number to round up the next smallest currency amount Example If you have a number of 1.426 and the rounding rule digit is set to 2, the number is rounded up to 1.5. End of the example.