PercentEnter a Sales Order, Enter a Quick Sale, Enter an Exchange > Payment page > Action button at Discount Code field
Use this screen to apply or remove multiple global discount codes. You can apply multiple discounts to the order subtotal by selecting one or more discount codes and adding them to the grid. You remove a discount from the order by clicking the Remove button on the discount line in the grid.
Use this field to apply an additional percent discount to the subtotal amount of this order. Discounts entered at this field are applied to the order subtotal and do not affect the selling price of individual line items.
This field is active only if the Apply
Additional Amount or Percent to Subtotal setting is checked
on the Pricing page of Point
of Sale Control Settings.
To edit this field, you must have access via your Sales
security user settings or via entry of a security override from
an authorized user.
The system prevents you from entering a total discount percent that
exceeds the maximum percent specified at the Maximum
Subtotal Discount % field in the Point of Sale Control Settings.
A prompt may appear confirming that the discount(s) applied are reduced
to the subtotal amount if the Reduce
Subtotal Discount Amount when it exceeds the Open Order Subtotal
field is checked in the Pricing page of Point of Sale Control Settings.
Important: Discounts to the order total amount cannot be applied using this field if the Alternate Tax Interface is active on your system. This field is inactive when the Alternate Tax Interface is active. However, you CAN apply a line item discount (Discount Code on this screen) when the Alternate Tax Interface is active.
Use this field to apply an additional dollar amount discount to the subtotal amount of this order. Discounts entered at this field are applied to the order subtotal and do not affect the selling price of individual line items.
This field is active only if the Apply
Additional Amount or Percent to Subtotal setting is checked
on the Pricing page of Point
of Sale Control Settings.
To edit this field, you must have access via your Sales
security user settings or via entry of a security override from
an authorized user.
The system prevents you from entering a total discount percent that
exceeds the maximum percent specified at the Maximum
Subtotal Discount % field in the Point of Sale Control Settings.
A prompt may appear confirming that the discount(s) applied are reduced
to the subtotal amount if the Reduce
Subtotal Discount Amount when it exceeds the Open Order Subtotal
field is checked in the Pricing page of Point of Sale Control Settings.
Important: Discounts to the order total amount cannot be applied using this field if the Alternate Tax Interface is active on your system. This field is inactive when the Alternate Tax Interface is active. However, you CAN apply a line item discount (Discount Code on this screen) when the Alternate Tax Interface is active.
Use this field to apply discounts to the order subtotal via discount codes. This type of discount is applied to the order subtotal, rather than individual line items. Click the Search button to select a discount code(s) from the Discount Code window.
If the discount code you select is set as an Amount type discount and is set to allow an override, the Override Discount Amount window appears. You can accept or override a defaulted amount, or enter the amount when a default does not exist. You can access the Override Discount Amount window for an existing discount by clicking the Action button and selecting Override Discount Amount.
This field
is active only if Apply Discount
Codes to Subtotal field is checked on the Pricing page of Point
of Sale Control Settings. To edit this field, you must have access
via your Sales
security user settings or via entry of a security override from
an authorized user.
The system prevents you from entering a total discount percent that
exceeds the maximum percent specified at the Maximum
Subtotal Discount % field in the Point of Sale Control Settings.
A prompt may appear confirming that the discount(s) applied are reduced
to the subtotal amount if the Reduce
Subtotal Discount Amount when it exceeds the Open Order Subtotal
field is checked in the Pricing page of Point of Sale Control Settings.
Use this field to indicate the code of the sales coupon being applied to the order. The Coupon Code and the Discount Code fields are mutually exclusive. If you enter a discount code, this field is inactive, unless the discount code is set to Only Available to Link to Coupons. In that case, a message displays stating that the discount code cannot be entered alone and that you must enter a coupon code.
When you enter a coupon code at this field, the code is validated as follows.
The coupon code must exist in Sales Coupon Settings.
The coupon code must be set to either Coupon Reusable or the Coupon Redeemed field must not be checked.
The coupon must pass all existing discount code validation.
Once you click the Add button to update the grid, further validation occurs. If the validation is passed, the coupon and its associated information is added to a new grid line.
SUBTOTAL The merchandise
subtotal amount from the Payment tab displays. This is the amount before
subtotal discounts are applied.
Coded Discount The sum
of the coded discount amounts entered in the grid is displayed.
Additional Discount The total
additional discount amount/percent, if any, displays from the Payment
tab.
NET SUBTOTAL The net
order subtotal, less coded subtotal discounts and additional amount/percent
discounts, is displayed.
The grid displays one line for each discount code applied to the order. When you add a discount to the grid, its position in the sequence of grid items is determined based on how the discount is to be applied. Discounts listed in the grid are deducted from the subtotal in the order they appear in the grid, from top to bottom.
Additional
settings in your Point
of Sale Control Settings have an effect on how and in which order
discounts are calculated.
When updating the grid, the Create
a User/Group Actions - Sales Security setting, Modify Coupons and Subtotal Discounts on
Returns and Adjustments, is validated to determine if you
have permission to make subtotal discount or coupon changes. If not,
you must obtain an override from an authorized user to proceed.
For each discount, the following data displays.
Discount Code - The code of the discount displays in this column.
Description - The description of the discount is displayed in this column for each discount code added to the grid.
Coupon Code - The sales coupon code, if any, displays in this column. If you remove a line from the grid that contains a coupon code, the Coupon Redeemed field is set to not redeemed (check box is blank). Once the coupon discount is added to the order, the system does not clear the redeemed flag for the coupon when the order is returned, voided, or adjusted. It does, however, clear the redeemed flag if you delete the order. You also have the option of accessing the coupon via Sales Coupon Settings to edit the Coupon Redeemed field.
Percent, Amount - If the discount is a dollar amount type, the discount amount displays in the Amount column and the calculated discount percent appears in the Percent column. If the discount is a percent type, the percentage displays in the Percent column and the calculated dollar amount of the discount displays in the Amount column.
Balance - This column displays the resulting balance after discount codes are applied to the subtotal amount.
Remove - To delete a discount line from the grid, click the Remove button on that line. A confirmation message displays. Click Yes to remove the discount and re-calculate the net subtotal.
When you click Save on this screen, the program returns to the Payment page of the order. The Discount Code field is updated with the new calculated discount amount. If you applied a sales coupon, the Coupon Redeemed field for that coupon is updated.