Set up a total discount

If you want to give a discount benefit to a customer based on the total sales amount of a POS sale, or on the total sales amount of a group of items in a POS Sale then you can use the total discount. You can define different levels of discount benefits based on the sales amount.

The Total Discount feature can be used in multiple ways, depending on a specific business scenario that requires it. However, there are several steps that are common for all scenarios.

To set up a total discount, follow the provided steps:

  1. Click the Lightbulb button, enter Total Discount, and choose the related link.
    The Total Discount List is displayed.
  2. Click New.
  3. Populate the required fields, and use the reference table to learn what the fields and options are used for.
  4. Once all the necessary fields are populated, select Active in the Status dropdown list located in the General section.

Example - 10 % discount on all items for total sale amount of 5000

  1. Click the Lightbulb button, enter Total Discount, and choose the related link.
    The Total Discount List is displayed.
  2. Click New.
  3. Set the following Description in the General tab: 10 % discount on all items for total sale amount of 5000.
  4. Make the following changes in the Benefits Calculation section:
    • Set the Step Amount Calculation field to No Filters – this means that the sales amount that is going to trigger the total discount is going to be calculated from all items in the POS Sale.
    • Set the Discount Application field to No Filters – this means that the benefits are going to be applied to all lines in the transaction.
  5. In the Total Discount Benefits, add a line with the following parameters:
    • Step Amount: 5000
    • Type: Discount
    • Value Type: Percent
    • Value: 10
  6. Select Active in the Status dropdown list located in the General section.
  7. Open the POS, and add items with the total sales amount of 5000.
  8. Press Go to Payment and select the payment method.
    If you go back to the POS sale, you will see that the discount has been applied.
  9. Finalize the sale.

Example - free item in transactions with total sales amount 3000

  1. Click the Lightbulb button, enter Total Discount, and choose the related link.
    The Total Discount List is displayed.
  2. Click New.
  3. Set the following Description in the General tab: Free item for 3000.
  4. Make the following changes in the Benefits Calculation section:
    • Set the Step Amount Calculation field to No Filters – this means that the sales amount that is going to trigger the total discount is going to be calculated from all items in the POS Sale.
    • Set the Discount Application field to No Filters – this means that the benefits are going to be applied to all lines in the transaction.
  5. In the Total Discount Benefits, add a line with the following parameters:
    • Step Amount: 3000
    • Type: Item
    • No: 1000
    • Quantity:1.00
  6. Select Active in the Status dropdown list located in the General section.
  7. Open the POS, and add items with the total sales amount of 3000 or more.
  8. Press Go to Payment and select the payment method.
    A pop-up window with available benefit items is displayed.
  9. Select the quantity of the item, and press OK.
    The selected items are added to the POS sale.
  10. Finalize the sale.

See also

← Set up multiple unit price discount
Set up period discounts →