How To: Apply Item Level Discount

Item-level discounts are discounts that apply to a particular item/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 item-level discounts in 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 an item has both discount in percent and discount in amount applicable to it, only one can be applied to the item for an instance of a bill. It would be applied to the item, 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 for the item.

      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

1. Open the POS module in GINESYS POS.

2. Scan the item and tag Sales Person to the bill (if made mandatory by HO).

3. Now click on the Discount button in the billing area. Select Discount window opens.
   
   

4. Select the required discount from the list.

5. Click on the Select button.

6. You can change the factor in the Factor field under the Specify Discount Factor Section (if allowed by HO). Otherwise, on clicking on the Select button, the discount will be directly applied.
   If allowed, you can change the factor in the following process:

   1. On clicking the Select button, the Enter Discount window opens.

   2. Change the discount factor in the Factor field.

   3. Then click on OK.

   4. The discount will be applied to the item.

   5. Click on the Close button to close the Select Discount window.

7. Repeat the process for more items, if needed.

8. Then continue making the bill (Add more items, tag customer (if made mandatory by HO), tag Sales Person (if made mandatory by HO), etc.) and take 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.