About discounts

You can add discounts to an entire transaction or to specific items in a transaction. There are several different types of discounts available in POS.

Transaction discounts

Transaction discounts apply to all items in the transaction, including items added after the discount is selected. These discounts are available in POS when you tap Discounts | Transaction Discount.

Name Description Example

Discount from Minimum Price

Applies a percentage (%) discount to the minimum price. The item's minimum price is defined in the Lower Bound field in Store Manager. If the Lower Bound is not defined for an item, the discount is applied to the retail price.

The store sells bulk pet food. Bird seed is normally $1.25 per pound and the minimum price is $1.15. A manager agrees to offer a discount of 5% off the minimum price to a customer who agrees to buy 100 pounds of seed.

Discount from Retail Price

Applies a percentage (%) discount to the retail price. The item's retail price is defined in the Price field in Store Manager. This is the price before any sales or discounts are applied.

The store sells patio furniture and other outdoor items. The store has a policy that salespeople can offer up to 10% off retail price to customers if they agree to buy over $500 in furniture.

Markup from Cost

Sets the percentage (%) markup from cost. The item's cost is defined in the Cost field in Store Manager.

The store sells vehicle parts. The store has negotiated a contract with the local municipal government to sell them parts at 20% markup from cost for repairs to their vehicle fleet.

Set Profit Margin

Sets the percentage (%) profit margin. The item's profit margin is defined in the Profit Margin field in Store Manager.

The store sells electronics. A customer wants to purchase over $5,000 in items. The manager agrees to reduce the profit margin from 50% to 30% to clear the items from inventory.

Price level discounts

Price level discounts apply to all items in the transaction, including items added after the discount is selected. These discounts are available in POS when you tap Discounts | Transaction PriceLevel. If the price level is not defined for item(s) in Store Manager, the discount is not applied.

Name Description Example
Price Level A

Applies Price Level A, if defined in Store Manager.

The store sells building materials. The store has a policy to offer Price Level A (their best price) to construction companies that purchase over $500 in items using their company credit card.

Price Level B

Applies Price Level B, if defined in Store Manager.

The store sells building materials. The store has a policy to offer Price Level B (their second best price) to anyone that purchases over $300 in items.

Price Level C

Applies Price Level C, if defined in Store Manager.

The store sells building materials. The store has a policy to offer Price Level C (their third best price) to anyone that purchases over $200 in items.

Current item discounts

Current item discounts apply to the selected item only. The following discounts are available in POS when you tap Discounts | Current Item Discount.

Name Description Example

% from Current Price

Applies a percentage (%) discount to the current price. The item's current price is the retail price minus any existing sales or discounts.

The store sells kids clothing. To make room for new "back to school" stock, the store is offering an additional 10% off any red-tagged items.

% from Retail Price

Applies a percentage (%) discount to the retail price. The item's retail price is defined in the Price field in Store Manager. This is the price before any sales or discounts are applied.

The store sells electronics. The store is having a Black Friday sale and offering 15% off selected items.

Markup from Cost

Sets the percentage (%) markup from cost. The item's cost is defined in the Cost field in Store Manager.

The store sells gravel and mulch. The store has negotiated a contract with the local municipal government to sell them gravel and mulch at 20% markup from cost for park maintenance.

Set Profit Margin

Sets the percentage (%) profit margin. The item's profit margin is defined in the Profit Margin field in Store Manager.

The store sells electronics. A customer wants to purchase an older model computer. The manager agrees to reduce the profit margin from 50% to 30% to clear the item from inventory.

$ from Current Price

Applies a dollar ($) discount to the current price. The item's current price is the retail price minus any existing sales or discounts.

The store sells kids clothing. To make room for new "back to school" stock, the store is offering an additional $10 off any red-tagged items.

All items discounts

These discounts are applied to all items in the transaction at the time the discount is selected, but not to items added after the discount is selected. These discounts are available in POS when you tap Discounts | All items.

Name Description Example

% from Current Price

Applies a percentage (%) discount to the current price.

The store sells kids clothing. To make room for new "back to school" stock, the store is offering an additional 10% off all items.

$ from Current Price

Applies a dollar ($) discount to the current price.

The store sells kids clothing. To make room for new "back to school" stock, the store is offering an additional $10 off all items.

Set Subtotal Amount

Sets the transaction subtotal amount ($) by proportionally discounting all of the items currently in the transaction.

The store sells patio furniture and other outdoor items. A customer has picked out a BBQ, patio furniture, and gazebo but is hesitating about spending over $8,000. The manager offers to sell all of the items to the customer for $7,000 before tax.