Managing Discounts in Enterprise Live

Adding a New Discount Reason

Discount reasons help track the purpose behind price reductions, ensuring accountability and appropriate use of discounts. For example, discounts for client birthdays or special promotions can be categorized.

Steps to Add a Discount Reason:

1. Navigate to "Discounts" button in the configuration menu.
2. Click "Create New Discount."
3. Enter a name for the discount reason.
4. Add optional parameters:
   • Expiry date (tick the expiry box and select a date).
   • Fixed or percentage discount (choose from the options provided).
   • Barcode (generate automatically or input manually).
5. Restrict edits at the Point of Sale (POS) by ticking the appropriate box.
6. Specify employee credit allocations and applicable items.
7. Finalise the setup by clicking "Save."

Editing, Deactivating, or Deleting Discount Reasons

To maintain an updated and streamlined system, discounts can be modified, made inactive, or removed.

1. Navigate to "Discounts" button in the configuration menu.
2. Use the search function to locate a discount by name, region, or status (active/inactive).
3. Edit the required fields and save changes.
4. Deactivate a discount by unticking the "Active" box and save to make the discount inactive.
5. Delete a Discount by selecting "Delete." Note that discounts tied to transactions cannot be deleted but will be marked inactive.

Key Benefits

• Transparency: Track the purpose and frequency of discounts.
• Control: Restrict unauthorized modifications at POS.
• Flexibility: Customize discounts based on business needs.