This article describes how to create a discount at ERP.

Prerequisites

The users' role must have access to the Discounts feature by enabling Add app operation for the feature in Admin - Security - User - Role through POS Manager - Utilities - Setup - Configure.
The items which would be included/excluded from the discount must be present in the system.

Step-by-step guide

The steps are as follows:

Go to POS Manager > Setup > Discount. The Discount module opens.
Click on the Add button in the Discount module. The Discount window opens.
Enter the details in the fields especially those marked mandatory like Name, Percentage / Amount (value), Applies To (the Invoice Name) etc.
A Maximum Discount Amount for a Minimum Bill Value can be specified at the time of creating a discount, so the Store can now give discount only till that specified amount. (From version 11.138.0)
Case 1
1. Suppose Discount 1 has been created as a percentage discount in the following manner -
  1. Name - Discount 1
  2. Basis - Percentage
  3. Percentage - 5
  4. Applies to - POS Bill / Delivery Slip
  5. Applicable at - Document Level
  6. Maximum Discount Amount - ₹ 1000
  7. Minimum Bill Value - ₹ 10000
  8. With no non-applicable items.
Then for a Bill of ₹ 80000, discount would normally be ₹ 4000 but in this case with the capping of the Maximum Discount Amount - the discount would stop at ₹ 1000 only.
Case 2
1. Suppose Discount 1 has been created as a percentage discount in the following manner -
  1. Name - Discount 1
  2. Basis - Percentage
  3. Percentage - 10
  4. Applies to - POS Bill / Delivery Slip
  5. Applicable at - Document Level
  6. Maximum Discount Amount - ₹ 2000
  7. Minimum Bill Value - ₹ 60000
  8. With no non-applicable items.
2. The Policy Settings are -
  1. Allow Bill Level Discount - Yes
  2. Maximum Allowable Discount Percent - 20
  3. Maximum Allowable Discount Policy Validation Mode - Validate individually
    Then for a Bill of ₹ 80000, discount would normally be ₹ 8000 but in this case with the capping of the Maximum Discount Amount - the discount would stop at ₹ 2000 only.
3. The Policy Settings are -
  1. Allow Bill Level Discount - Yes
  2. Maximum Allowable Discount Percent - 5
  3. Maximum Allowable Discount Policy Validation Mode - Whichever is lower
    Then for a Bill of ₹ 80000, discount would normally be ₹ 8000 but in this case with the capping of the Whichever is lower- the discount would stop at ₹ 400 only.
Note: Site Policy always over rights Master Policy.
If you want to exclude some items from the discount, then add those items in the Not Applicable Items tab. To add items that are not included in the discount, follow the steps below:
Click on the Add button.
Then fill the details of the item like Division, Section, Department etc.
Click on the Update button.
Then click on the Save & Close button.
Now you can Allocate the discount to the particular store.

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

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