This article describes how to allocate Discounts to POS.
Prerequisites
- In HO, the users' role must have access to the Allocation Group feature by enabling Add app operation for the feature in Admin - Security - User - Role through Desktop POS Manager - Utilities - Setup - Configure.
- The user must have the right to add or modify Sites.
- The user must have the right to modify Master Policy.
- In case of editing allocation group, it must exist in the system.
- The discount must be Created.
Step-by-step guide
The steps are as follows:
- Go to Desktop POS Manager > Setup > Allocation Group. The Master Allocation module opens.
- Click on the Add button (if you are creating a new allocation group) or double click on the desired allocation group (to modify).
- Go to Discount Allocation tab.
- Select the desired discount for the GV / POS Bill from the Available Discounts section and and click on the right arrow button to populate it, on the right hand side, in the Allocated Discounts section.
- Click on Save & Close button.
- Now go to Desktop POS Manager > Setup > Site. The Sites module opens.
- Select the desired site and open it. The Sites window opens.
- Go to the Group Mapping tab and change the Master Allocation Group field.
- Select the newly create / modified allocation group from the drop down list.
- Click on Save & Close button.
- Now go to Desktop POS Manager > Setup > Master Policy > User Settings.
- Go to Allow Discount in Gift Voucher Issue option and change it's value to Yes.
- Click on Save button.
- Sync both HO and POS.
To go back to the main page click on the link: Managing POS Discount in Ginesys HOERP