Discounts

In each transaction you can apply different types of discounts depending on your business needs. For example, if discounts are applied to specific items during a certain period, you can use Period Discounts. If you want to manually assign discounts on a sale (on a total amount or on a specific item in a sale) you can use Line/Total Discounts.

If you want to give a discount on a specific combination of items, you can use Mix Discounts. If you want to apply discounts to larger item quantities or a combination of different items, you can set up special prices for different quantities of items. You can also set up special discounts for customers who have special price-related benefits.

Create different types of line discounts #

To add the line discount on a sale, make sure the prerequisites are met, and follow the provided steps for the line discount type you wish to apply.

Prerequisite for applying any line discount type #

• Create buttons for applying line discount setup on a POS unit.

Add line amount on sale #

To add a line amount on a sale:

1. Open the POS and provide your Salesperson Code.
   The store’s POS view is displayed.
2. Click Watches.
   A pop-up window with products is displayed.
3. Click Festina Stainless Steel Chrono Watch Blue/Black.
   A new sales line is added.

4. Click Discount in the top right corner.
   A pop-up window with different types of discounts is displayed.
5. Select the Line Amount discount function.
   A pop-up window for setting up the supervisor password is displayed, so that only the person with a supervisor password can grant a discount to a customer.
6. Provide the password.
   A pop-up in which you need to add the total amount for the sales line is displayed.
7. Enter 500 to change the Amount Including VAT, then click OK.
   The Amount Including VAT is changed to the amount you’ve provided. The discount and discount percentage are calculated.

Line discount amount #

To add a line discount amount on sale:

1. Open the POS and provide your Salesperson Code.
   The store’s POS view is displayed.
2. Click Watches.
   A pop-up window with products is displayed.
3. Click Festina Stainless Steel Chrono Watch Blue/Black.
   A new sales line is added.

4. Click Discount in the top right corner.
   A pop-up window with different types of discounts is displayed.
5. Select Line Discount Amount.
   A pop-up in which you need to add the discount amount is displayed.
6. Enter 500 to give the discount to the customer.
   The discount amount that you’ve inserted is applied to the sales line. The discount percentage and the new Amount Including VAT are calculated.

Line Discount % #

To add a line discount percentage on sale:

1. Open the POS and provide your Salesperson Code.
   The store’s POS view is displayed.
2. Click Watches.
   A pop-up window with products is displayed.
3. Click Festina Stainless Steel Chrono Watch Blue/Black.

4. Click Discount in the top right corner.
   A pop-up window with different types of discounts is displayed.
5. Click Line Discount %.
   A pop-up in which you need to add the discount percentage for the current sales line is displayed.
6. Enter 5 to add a 5% discount to a customer.
   The discount percentage you’ve inserted is applied to line. The discount amount and the new Amount Including VAT are calculated.

Extra Line Discount % (Relative) #

Prerequisite #

• Have a sales line with the Line Discount % applied.

Procedure #

To add extra line discount percentage on sale:

1. Select the line with the Festina Stainless Steel Chrono Watch Blue/Black item and the 5% discount on it.
2. Click the Discount button.
   A new pop-up window with different types of discounts is displayed.
3. Select Extra Line Discount % (Relative).
   A new numpad window is displayed.
4. Enter 5 for the additional 5% discount you want to give to a customer.
   The discount percentage that you have inserted is added to the previously applied discount. The discount amount and the new Amount Including VAT are calculated.

Extra Line Discount % (Absolute) #

Prerequisite #

• Have a sales line with the Line Discount % applied.

Procedure #

To add extra line discount percentage on sale:

1. Select the line with the Festina Stainless Steel Chrono Watch Blue/Black item and the 5% discount on it.
2. Click the Discount button.
   A new pop-up window with different types of discounts is displayed.
3. Select Extra Line Discount % (Absolute).
   A pop-up in which you need to add the additional discount percentage for the current sales line is displayed.
4. Enter 5 for the additional 5% discount you want to give to a customer.
   This five percent will be calculated on original price. The discount percentage that you have inserted is added to the previously applied discount. The discount amount and the new Amount Including VAT are calculated.

Create different types of the total discounts #

Prerequisite #

• Create buttons for applying the line discount setup on a POS unit.

Total amount #

To add a total discount on sale:

1. Open the POS and provide your Salesperson Code.
   The store’s POS view is displayed.
2. Click Watches.
   A pop-up window with products is displayed.
3. Click Festina Stainless Steel Chrono Watch Blue/Black.
   A new sales line is added.

4. Click Jewelries.
   A pop-up window with products is displayed.
5. Click Skagen Jewelry Classic Bracelet.
   A new sales line is added.
6. Click Discount in the top right corner.
   A new pop-up window with different types of discounts is displayed.
7. Click Total Amount.
   A pop-up in which you need to add the total amount for the entire sale is displayed.
8. Enter 1500 for the new total amount of the entire sale (both items), then click OK.
   The total amount for the entire sale is changed to the new amount you’ve provided in the numpad. Both items receive the same discount percentage, and the Amount Including VAT for both items is changed. The discount amount is also calculated.

Total amount discount #

To add a total amount discount on sale:

1. Open the POS and provide your Salesperson Code.
   The store’s POS view is displayed.
2. Click Watches.
   A new pop-up window with products is displayed.
3. Click Festina Stainless Steel Chrono Watch Blue/Black.

4. Click Jewelries.
   A new pop-up window with products is displayed.
5. Click Skagen Jewelry Classic Bracelet.
   A new sales line is added.
6. Click Discount in the top right corner.
   A new pop-up window with different types of discounts is displayed.
7. Click Total Discount Amount.
   A pop-up window in which you can provide the discount amount that will be applied to the entire sale.
8. Enter 500 for the total discount amount for the entire sale (both items), then click OK.
   The total discount amount for the entire sale is changed to the amount you provided in the numpad. Both items receive the same discount percentage, and the new amount is calculated for both items.

Total discount % #

To add a total discount percentage on sale:

1. Open the POS and provide your Salesperson Code.
   The store’s POS view is displayed.
2. Click Watches.
   A new pop-up window with products is displayed.
3. Click Festina Stainless Steel Chrono Watch Blue/Black.
   A new sales line is added.
4. Click Jewelries.
   A pop-up window with products is displayed.
5. Click Skagen Jewelry Classic Bracelet.
   A new sales line is added.
6. Click Discount in the top right corner.
   A new pop-up window with different types of discounts is displayed.
7. Click Total discount %.
   A pop-up window in which you can provide the discount percentage you want to add to the entire sale.
8. Enter 5 to give a 5% discount to a customer for the entire sale (both items), then click OK.
   Both items are assigned the discount percentage you’ve provided. The discount amount and the Amount Including VAT are also calculated.

Extra Total Discount % (Relative) #

Prerequisite #

• Make sure that the total discount % has been added to the sales line items.

Procedure #

To add extra total discount percentage on sale:

1. Click Discounts in the top right corner.
   A pop-up window which contains different types of discounts is displayed.
2. Select Extra Total Discount % (Relative).
   A pop-up window in which you can provide the discount percentage you want to add to the entire sale is displayed.
3. Enter 5 for the additional 5% you want to give to the customer for the entire sale and click OK.
   The percentage is calculated on the already discounted price. The discount amount and the new Amount Including VAT are also calculated.

Extra Total Discount % (Absolute) #

Prerequisite #

• Make sure that the total discount % has been added to the sales line items.

Procedure #

To add extra total discount percentage on sale:

1. Click Discounts in the top right corner.
   A pop-up window which contains different types of discounts is displayed.
2. Click Extra Total Discount % (Absolute).
   A pop-up window in which you can add the extra discount percentage you want to add to the entire sale.
3. Enter 5 for the additional 5% you want to give to the customer for the entire sale and click OK.
   The percentage is calculated on the original price, and added to the previous discount. The discount amount and the new Amount Including VAT are also calculated.

Create a Multiple Unit Price Discount #

Prerequisite #

• The Multiple Unit Price setup for an item needs to be created in Business Central. In this example, this setup is established for the item 70001. The price for two pieces is 650, and the price for 5 pieces is 450. The initial price for one piece is 789.

Procedure #

To add multiple unit price discount in sale:

1. Provide 70001 in the Item no. box in the top right corner.
   A new sales line is added with the regular initial price.
2. Click Change Quantity.
   A pop-up window for providing the new quantity is displayed.
3. Set the quantity to 2.
   The quantity is changed on the sales line and the price set up for two pieces is applied.
4. Click Change Quantity.
   A pop-up window for providing the new quantity is displayed.
5. Set the quantity to 5.
   The quantity is changed on the sales line and the price set up for five pieces is applied.

Create a Customer Discount #

Prerequisite #

• A discount for the specific item-and-customer combination needs to be created in Sales Prices. In our example, the combination between the customer D000002 and the item 70005 is created. A special discount of 5% will be given for quantities lower than 5, and for quantities of 5 and up the 10% discount will be applied.

Procedure #

To add discount for customer in sale:

1. Provide 70005 in the Item no. box in the top right corner.
   A new sales line is added with the regular initial price.
2. Click Customers in the bottom right corner, followed by Select Customer in the pop-up window that is displayed.
3. Select the customer D000002.
   The customer is added to the sale. The discount percentage of 5 is added, as well as a discount amount, and the new Amount Including VAT is calculated.
4. Click Change Quantity.
   A pop-up window for providing the new quantity is displayed.
5. Set the quantity to 5.
   The discount percentage is changed to 10, while the discount amount and the new Amount Including VAT is calculated.

Create a Customer Price Group Discount #

Prerequisite #

• You need to assign a special price to a specific customer price group. In our example the customer D000004 has the WHOLESALE price group. If members of that price group wish to purchase the item 70003, the price is 1450 for 1 piece, or 1400 for item quantities of 3 and up.

Procedure #

1. Provide 70001 in the Item no. box in the top right corner.
   A new sales line is added with the regular initial price.
2. Click Customers in the bottom right corner, followed by Select Customer in the pop-up window that is displayed.
   The list of available customers is displayed.
3. Select the customer D000004.
   The customer is added to the sale, and the price is changed to 1450.
4. Click Change Quantity.
   A pop-up window for providing the new quantity is displayed.
5. Set the quantity to 3.
6. The item price is changed to 1400.

Create a Mix Discount #

Prerequisite #

• You need to have a mix discount created in Business Central. In our example, the mix discount is created for the quantity of 2, and the affected items are 73008 and 73009. The total amount for both items is 1000.

Procedure #

To add a mix discount in a sale:

1. Provide 73008 in the Item no. box in the top right corner.
   A new sales line is added with the regular initial price.
2. Provide 73009 in the Item no. box in the top right corner.
   A new sales line is added. Both items are assigned the same discount percentage, and the total amount of the sale is now 1000. The discount amounts and the Amounts Including VAT are calculated.

Create a Period Discount #

Prerequisites #

• You need to have the period discount created in Business Central. In our example, the period discount is created for the item 70006. The price is 1200 during that period instead of the regular price of 1500.
• The period discount needs to be active and the date of the sale needs to be within the date range during which the period discount is effective.

Procedure #

To add a period price in a sale:

1. Provide 70003 in the Item no. box in the top right corner.
   A new sales line is added with the price from the Period Discount Page – 1200. The discount percentage and the discount amount are calculated.