Content Comparison

This article describes how to allocate Discounts to POS.

Prerequisites

1. 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.
   
   
2. The user must have the right to add or modify Sites.
   
   
3. The user must have the right to modify Master Policy.
   
   
4. In case of editing allocation group, it must exist in the system.
   
   
5. The discount must be Created.

Step-by-step guide

The steps are as follows:

1. Go to Desktop POS Manager > Setup > Allocation Group. The Master Allocation module opens.
   
   
2. Click on the Add button (if you are creating a new allocation group) or double click on the desired allocation group (to modify).
   
   
3. Go to Discount Allocation tab.
   
   
4. 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.
   
   
5. Click on Save & Close button.
   
   
6. Now go to Desktop POS Manager > Setup > Site. The Sites module opens.
   
   
7. Select the desired site and open it. The Sites window opens.
   
   
8. Go to the Group Mapping tab and change the Master Allocation Group field.
   
   
9. Select the newly create / modified allocation group from the drop down list.
   
   
10. Click on Save & Close button.
    
    
11. Now go to Desktop POS Manager > Setup > Master Policy > User Settings. 
    
    
12. Go to Allow Discount in Gift Voucher Issue option and change it's value to Yes.
    
    Image Modified
    
    
13. Click on Save button.
    
    
14. Sync both HO and POS.

To go back to the main page click on the link: Managing POS Discount in Ginesys HOERP