This document describes how to create additional Discount Reason Codes and modify the default reason codes
supplied with the Connect Platform.
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What are Discount Reason Codes?
Discount codes enable you to predefine (and therefore track) either line item or whole transaction discounts when applied to a sales transaction. The benefit of predefined discounts are to ensure that correct and authorised discounts are given at the till.
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Types of Discount Reason Codes
- Fixed Discount – This enforces a value of discount which you can specify.
- Fixed & Variable Discount – This gives the ability to create a discount for either a fixed percentage discount or a variable percentage discount using the same discount reason code.
- Variable Discount – This enables a variable percentage discount.
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Where to find Discount Reason Codes
Click on Tools in the Windows Menu Bar at the top of the Back Office window. Choose Configure from the drop down list. The Systems Options window will appear.
Click on the Preferences tab.
Click on and expand the group labelled Discount Reason Codes.
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How to add Additional Reason Codes
Right click on the group labelled Discount Reason Codes and choose New.
You will notice that a new discount has been added labelled New Item. Remove the words New Item and label the Discount Reason Code appropriately. Press the enter key to save new label.
With your new reason code highlighted. Click on the down arrow to the right of the first field in the right hand window. You will notice the field is labelled with your new reason code.
Choose the appropriate type of Discount Code
Chose one of the options in the drop down list.
If Fixed Discount is chosen, enter the value of the percentage discount you would like to attribute to this Discount Reason Code i.e. 10 = 10% in the second field.
When this reason code is chosen at the time of the sales transaction only the percentage you have entered here will be given.
If Fixed and Variable Discount is chosen, enter the value of the percentage discount you would like to attribute to this Discount Reason Code i.e. 10 = 10% in the second field.
When this reason code is chosen at the time of the sales transaction the percentage you have entered here will be given unless it is overridden at the till.
If Variable Discount is chosen, no further fields will be shown.
A value of percentage will need to be added at the time of the sales transaction followed by this discount reason code.
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How to Modify Reason Codes
Click on the Discount Reason Code you wish to modify
To change the discount type, click on the down arrow to the right of the first field in the right hand window.
If Fixed Discount is chosen, enter the value of the percentage discount you would like to attribute to this Discount Reason Code i.e. 10 = 10%.
When this reason code is chosen at the time of the sales transaction only the percentage you have entered here will be given.
If Fixed and Variable Discount is chosen, enter the value of the percentage discount you would like to attribute to this Discount Reason Code i.e. 10 = 10%.
When this reason code is chosen at the time of the sales transaction the percentage you have entered here will be given unless it is overridden at the till.
If Variable Discount is chosen, no further fields will be shown.
A value of percentage will need to be added at the time of the sales transaction followed by this discount reason code.
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