How To: Apply Bill Level Discount

Bill Level discounts are discounts that apply to all items in a bill. Ginesys allows users to reduce the price of products on a percentage basis or amount basis. This article describes how to apply a bill-level discount on a bill. 

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Pre-requisites

1. The discounts must be defined and allocated from the HO to the particular site.

2. The discounts should be applied within the stipulated period.

3. Modifying the available discount can be done only if it is allowed by HO. Any discount that needs to be modified should be marked specifically as Changeable at POS, for it to be edited, along with the Policy Settings.

4. Changeable elements in discounts - 

   1. If the discount is allowed to be changed at the store, then the factor of the discount (Discount Factor) can be changed.

   2. For Discounts to be given on percentage basis- Check the maximum allowable discount percent in the following path: Admin - Policy - Master Policy - User Settings. In the User Settings section, look for Maximum Allowable Discount Percent option. You can give discount up to the percent mentioned here.

   3. For Discounts to be given on amount basis- Check the maximum allowable discount amount in the following path: Admin - Policy - Master Policy - User Settings. In the User Settings section, look for Maximum Allowable Discount Amount option. You can give discount up to the amount mentioned here.

   4. In case, where a bill has both discount in percent and discount in amount applicable to it, only one can be applied in an instance. It would be applied to the bill, depending on the setting made at HO. Check the setting in the following path: Admin - Policy - Master Policy - System Settings. In the System Settings section, look for Maximum allowable discount policy validation mode option. There could be two possibilities here:

      1. Validate Individually- In this case, the user can choose which discount he / she wants to apply to the bill.

      2. Whichever is lower- If this option is selected, then the system shall automatically select the discount whichever gives the least value.

Step-by-step guide

The steps are as follows:

1. Make the bill (add items, tag a customer to the bill (if made mandatory by HO), tag Sales Person to the bill (if made mandatory by HO) etc.)

2. Now click on the Bill (or press F4 key) > Discount or click on Bill Discount button in the POS Taskpad (or press the shortcut key Ctrl+5). Select Discount window opens.

3. Select the required discount from the list.

4. Click Select button. The Enter Discount window opens.

5. Under the Specify Discount Factor section, if you want you can change the discount factor in the Factor field.

6. Then click on OK.

7. Once done, click on Close.

8. Now make payment.

To know how to add items to the bill, tag a customer, tag a sales person or make payment, go to the link : How To: Create a POS Bill.