Discounts/Adjustments


				

Contents

Overview

Adding a Discount Code is a two (2) step process that requires you to first create the discount, then apply it to specific products.

This functionality gives you the flexibility to include date and time restrictions, a maximum number or uses, at which Business Units, and to whom the Discount is available.

The Discounts you add here display in the Discount Codes section on the Discount Code Security] configuration page. On this page, you assign the permissions for using each Discount that you configure.

Configuring Discount Codes

The Add new discount code section (middle) is activated immediately. However, if you click the Add button, the Active check box will be selected by default, the current date automatically populating the Start Date field, and all of the required fields are highlighted (red).

Clearing the Active check box gives you the flexibility to deactivate the discount code for a period of time regardless of the Start and End dates.

Adding a Discount/Adjustment Code

To Add a Discount/Adjustment Code:

  1. From the Launch Pad, click System Configuration in the left navigation panel.
  2. In the Inventory, Activities & Related Settings section, select Discount Codes.
  3. In the Discounts/Adjustment section (left), click the Add button. The Required fields in the Add new discount code section (middle) will automatically highlight and the Active check box will default to selected.
  4. If you do not want this code to be active, clear the Active check box.
  5. Enter a name for the code in the Name field.
  6. Enter a Description (up to 50 characters) of the Discount/Adjustment and a specific Code in their respective text boxes.
  7. Select a default currency (United States Dollar or Euro) in the Currency drop-down list.
  8. Enter the Start Date, or click the Calendar icon to select a Start Date from the calendar. This field defaults to the current date.
  9. Repeat the previous process for the entering an End Date (optional).
  10. In the Calculation Type drop-down list, select either Amount Based or Percentage Based. These are hard coded and the only available options.
  11. In the Calculation Type drop-down list, select either Discount or Agreement Adjustment. These are also hard coded and the only available options.
  12. Enter the Adjustment Amount in the text box. These are based on the Calculation Type you previously selected.
    1. If you selected Amount Based, the number you entered is the actual dollar amount of the Discount e.g. if you enter "5", that is a $5 discount on the item.
    2. If you selected Percentage Based, the number you entered is the percentage off for that item e.g. if you enter "10", that is a 10% discount on the item.
      1. The percentage based configuration allows for a minimum and maximum discount percent range. This allows you to set up discounts that are not for a fixed dollar amount or percentage, but instead allow the user to choose the discount within the specified range. If configured, the POS UI displays a pop-up window which allows the user to specify the exact discount amount.
        1. Note that within the configuration, when the same values are set for the default, minimum & maximum, then the discount automatically becomes a fixed percentage. And for existing discounts, the minimum and maximum fields will be set to the same as the current % amount on percentage discounts.
  13. Select the appropriate GL Code from the GL Code drop-down list.
  14. Click the down arrow to the right of the Apply To drop-down list and select a Source level where this Discount or Adjustment will apply. The list will stay open until you either select all of the Sources or you click out of the field.
  15. In both of the Maximum number of uses sections (General and Members) the information MUST be entered in this order:
    1. In the Count field, use the up and down arrows to select the maximum number of uses for this discount e.g. 10.
    2. Select a Duration Unit (Day(s),Month(s),Year(s)) from the drop-down list e.g. Year. This entry activates the Duration Amount field.
    3. Enter a numerical value in the Duration Amount field e.g. 2.
    4. Using these example settings, this Discount is available a total of "10" times for a period of "2 Years" (with all of the other applicable settings above).
  16. In the Availability Section, select either the Members and/or Non-members/Prospects check boxes. This determines for whom this discount is available regardless of what you entered in the previous sections.
    1. If you select the Members option then the bottom pane, Agreements, will unlock.
      1. To apply these discounts to members with an active agreement:
        1. Select an Agreement within the list
      2. To apply these discounts automatically to members who have a suspended agreement:
        1. Select an Agreement within the list
        2. Open Suspension Reasons (System Configuration > Suspension Reasons)
        3. Within a Suspension Reason check the box labelled Apply Member’s Purchase Discounts while on Suspension
Adding a Discount/Adjustment.
  1. You must now Add Items to the right panel before you can Save the Discount Code.


Adding Items to a Discount/Adjustment

To Add Items to a Discount/Adjustment:

  1. Click Add Items at the bottom of the Discounted Items section (right). The Item Search will slide into the middle panel.
  2. Enter and/or select your search criteria and click Search. The search results will display in the bottom section of that panel.
    Searching for and selecting items to which the Discount can be applied
  3. Select the check box(es) of the items you want to add to this Discount/Adjustment.
  4. Click Add. The selected items will display in the Discounted Items panel (right).
    Adding the items to a Discount/Adjustment.
  5. Repeat the process to add more items or click Close in the middle panel to return to the Add/Edit {Item Name} page.
  6. Click Save in that same section to save the Discount/Adjustment.

Automating Discounts based on Member Agreements

Discounts can be automatically applied to active members and suspended members.

  1. Select a Discount within the list
  2. Select the Members option at which point the bottom pane, Agreements, will unlock.
    1. To apply these discounts to members with an active agreement:
      1. Select an Agreement within the list
    2. To apply these discounts automatically to members who have a suspended agreement:
      1. Select an Agreement within the list
      2. Open Suspension Reasons (System Configuration > Suspension Reasons)
      3. Within a Suspension Reason check the box labelled Apply Member’s Purchase Discounts while on Suspension
Auto Discount/Adjustment.

The entire page looks like this:

A COMPLETED Discount/Adjustment page

Next Step?

NEXT STEP: Discount Code Security..........Previous Step: Cancellation Reasons

And remember to set your Screen Security when you get to the next page!

Technical Information

Related Information

Inventory, Activities & Related Settings

Agreements
Agreement Templates
Agreement Groups
Agreement Classifications
Portal Configuration
Past Due Batch Cancel
Cancellation Reasons
Bundle Setup
Category Setup
Access Types


Discounts/Adjustments
Item Setup
Reinstatement Reasons
Vendors
Suspension Reasons
Redemption Rules
Inventory Receiving
Inventory Adjustments
Inventory Adjustment Reasons


System Configuration
The MosoMRM User Interface
The MosoMRM Glossary
Setting Up Your MosoMRM System
The MosoMRM Modules
Operation Security
Feature Security Agreement Writer


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