Set Up and Manage Discounts in Shortcuts

Creating a New Discount

1. Access the Discount Setup Menu

   • Navigate to the Setup section via the right-hand side navigation panel.

   • Select Configuration from the menu.

   • Under the Sales category on the left, click on Discounts (third option).

2. Add a New Discount

   • Click New at the bottom right corner.

   • Enter a descriptive name for the discount (e.g., 10 VIP).

   • Click Done to save the name.

3. Set Discount Details

   • Choose between a percentage (e.g., 10%) or a fixed amount (e.g., $20).

   • If a percentage value is not listed, click Add Default, input the percentage, and click Done.

   • Select the Discount Reason (e.g., VIP Clients).

4. Define Discount Application

   • Specify whether the discount applies to Dollars, Points, or Income for commission tracking purposes.

   • Select whether the discount applies to Services, Products, or Sundries (uncheck boxes to exclude categories).

5. Security Settings

   • To prevent changes at the point of sale, enable the Security Lock option.

6. Save the Discount

   • Click Save to finalize the discount setup.

Editing an Existing Discount

• Select the discount you want to edit from the list.

• Click Edit to modify the name or other details.

• For updates to criteria (e.g., percentage or fixed amount), changes can be made directly without clicking Edit.

• Save any changes by clicking Save.

Applying Discounts at the Point of Sale

1. Apply to a Single Item

   • Select the item in the sales screen.

   • Use the Discount column, select the discount (e.g., 10 VIP), and click Done.

2. Apply to Multiple Items

   • Click the Discount button at the bottom of the screen.

   • Select the discount (e.g., 10 VIP) and click Done.

   • Discounts will only apply to categories specified during setup (e.g., Services) and ignore others like Products or Sundries.

Key Notes:

• Custom Defaults: Add percentage or fixed values not already available in the drop-down list.

• Commission Management: Control whether discounts affect employee commissions by enabling or disabling the relevant tracking boxes.

• Security Measures: Prevent unauthorized edits by locking discounts at the point of sale.

• Flexibility: Create multiple discounts as needed for different client groups or promotions.

By following these steps, you can efficiently configure and manage discounts to enhance customer satisfaction and streamline transactions