Retail POS: Receipt Options - Open Receipt Discount

Retail POS: Receipt Options - Open Receipt Discount


Add an Open Receipt Discount to an Order in POS

  1. Select an Item, then select Option at the bottom of the screen.


  2. On the Receipt Option window, select Open Receipt Discount.

  3. On the Open Receipt Discount pop-up that appears.


    1. Charge Type - Select the type that will apply to this discount (Amount or Percentage).
      1. If Amount, enter the Amount in the field 
      2. If Percentage, set the Percentage in the field.

    2. Enter a Reason (mandatory). The entered Reason will appear in Notes.

    3. Select whether the Discount will apply Before or After Tax.

      1. Before - The discount will be applied to the Retail Item before Tax is added.
        1. Example:
          The           Retail Item value is $10 and the Open Receipt Discount applied is $5 (50%)
          The           Tax (10%) is calculated based on the formula [Retail Item ($10) – Open Receipt Discount ($5)] = $0.50
          Therefore, the           Total = Retail Item ($5) + Tax ($0.50) = $5.50
          Any new Discount, Gratuity, etc. extends to the Total and Tax calculated after the Discount.

      2. After - The discount will be applied to the Retail Item after adding Tax to it.
        1. Example:
          The Retail Item value is $10 and the Open Receipt Discount applied is $5 (50%)
          The Tax (10%) is calculated based on $10 Retail Item = $1
          The Total = [Retail Item + Tax ($11)] – Discount ($5) = $6
          Any new Discount, Gratuity, etc. extends to the Total and Tax calculated after the Discount

        2. Note: Even if Before Tax is selected in BO, After Tax can still be chosen in POS and the calculations will be based on the value set in POS.

    4. Click Apply.
      1. If the button is clicked without having entered a value in one of the Open Discount fields, an alert message will appear.




Open Receipt Discount Scenario - Multiple Retail Items

When a Retail Item is added to the same receipt, the Discount is applied to the Receipt and will be evenly split among the Retail Items.

As more Retail Items are added: the Discount value will be uniformly split among the Retail Items. Similarly, when Items are deleted from the Receipt the Discount value will be split among the remaining Items.

Note: The Net Discount applied value to the Receipt will not change.

As we increase the Retail Item value from the Receipt – the Tax, Gratuity, etc. for the Retail Item will increase but the net Discount value applied to the Receipt will be constant.


Safety Limit

Safety Limit Percentage – When the entered Discount value has passed the Safety Limit % set in BO, the ‘Discount Exceeds the Safety Limit’ pop-up appears in POS.

  1. The Safety Limit Percentage is calculated based on the Discount entered for the Open Discount with the Total of the Receipt.

  2. Once the Safety Limit condition is satisfied with the Discount value entered, the Discount will be applied to the Receipt.
    1. Note: Even though the Safety Limit condition is satisfied with the Discount value entered, the Discount entered should be with the within the Discount Range set in BO.

  3. When a Before Tax Open Receipt Discount is selected, the Safety Limit will be calculated only based on the value of the Retail Item (exclude Tax value for calculating Discount).


Roles

  1. Only the Roles configured in BO will have the permission to apply an Open Receipt Discount in POS.

  2. If a Role which doesn't have access to apply a discount: the Open Receipt discount field won’t appear for them (the Open Receipt Discount option won't be available in POS).

  3. If a user has multiple Roles, only the Roles the user is currently logged-in as will be considered.
    1. Example: a user has 2 Roles (Manager [has discount access] and Cook [no discount access]. When logged in via Manager, the Discount field will be available while not the case for Cook.

  4. If the Combine With Other Discount is Enabled, more Discounts can be added (Item Based,Receipt  Based, etc.).
    1. If Disabled, an Open Receipt Discount cannot be combined with other Discounts.


  5. If Amount is disabled for the Discount, the Amount field will be greyed out.
  6. If Amount is disabled for the Open Receipt Discount, the Percentage field will be enabled by default for the OpenReceipt  Discount.


Customer Attach

Under the condition, when the Customer Attach toggle is enabled for the Open Receipt Discount in BO:
  1. A Customer must be attached to the Receipt in POS for the Discount to be applied.
  2. The Customer must also be attached to the Membership Plan selected for the Discount configured in BO.


Open Discount Removal

  1. An Open Receipt Discount cannot be deleted from a Receipt. When attempting to, a pop-up appears notifying you that you can't delete the Discount.

  2. An Open Receipt Discount can be removed by clicking it.
    1. The Open Discount window appears.
    2. Select Remove, and the Discount applied to the Receipt is removed