Background

Offering a discount on an invoice line item is a manager-only function unless you allow for a Maximum Salesperson Discount in the POS Settings.

By default, these options are restricted to managers only. However, if you’d like salespeople to be able to perform open line discounts, read about the settings to change below.

Instructions

Manager Functionality

  1. Log in using a manager account or use the Manager Override. 

2. Select the three vertical dots on the item to be discounted.

3. Choose whether this is a % Discount or a $Discount.

 

4. Using the keypad, enter the discount and select Submit.

5. The discount will appear under Discounts at the bottom of the invoice.

 

Enabling a Salesperson Discount

 

If you wish to allow a salesperson to discount up to a certain percentage and/or dollar amount off a line item, you need to have Maximum Salesperson Discount enabled in the POS Settings. 

  1. GlobalTill Administrator should enter the percentage and/or dollar discount in the POS Settings at Settings > POS tab.

 

2. If the Maximum Salesperson Discount (either Dollar or Percentage) is entered, salespeople will have the ability to offer a discount off a selected line item up to that amount.

 

Offering Price Match On a Line Item for Salespeople

1. Select the three vertical dots on the item to be discounted.

 

3. Choose whether it is a dollar discount or a percent discount.

 

4. Using the keypad, enter the discount and select Submit.

 

5. The discount will appear under Discounts at the bottom of the invoice.

 

6. If the discounted amount is greater than what is allowed in the Max Salesperson Discount, a manager override will need to be performed.

 

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