Retail POS's tax model does NOT support manufacturer-issued coupons, which require tax to be calculated on the price before a coupon is applied. Tax in Retail POS is calculated after the discount is applied.
When processing a sale you may want to discount a product you have added to the sale or discount the entire sale. You can determine which employee roles can apply discounts to sales and set a percentage or dollar amount limit to restrict how much of a discount is allowed. For detailed instructions, refer to our Setting user roles and permissions article.
Discounting a product
While processing a sale, you may want to apply a discount to an individual product.
- Click on a product in the sale to expand the details.
- In the discount percentage field, type in the percentage you would like to discount. Alternatively, you can change the price in the price field.
- Add a note to the sale if required. This note will be displayed on the customer receipt and recorded in the sales history.
-
Process the sale as usual. In reports, the discount will be recorded and associated with the product.
Discounting an entire sale
When processing a sale, you may want to discount the entire sale. This can be used for periodic discounts or when you do not want to associate the discount with an individual product. You can set up sale promotions and customer-specific pricing by customer group for established discounting.
- Add items to the sale.
- Click Discount.
- Select if you would like the discount to be applied as a percentage or dollar amount and enter the amount in the box. This amount will be applied to the entire sale.
If you apply a percentage discount, the discount will apply to all current items and any you add after setting the discount amount. If you apply a dollar amount discount, the discount will remain the same even after you add new products. - Click Add.
- Add a note to the sale if required. This note will be displayed on the customer receipt and recorded in the sales history.
- Process the sale as usual.