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Flexible Custom Discount Management for POS Orderline
POS Orderline Custom Discount provides a flexible way to manage and apply custom discounts directly in the Point of Sale. Businesses can configure discount rules based on general orders, products, POS categories, product tags, or customers, with conditions such as quantity and subtotal thresholds. Discounts can be selected manually from the POS or applied automatically according to configured rules. The module also supports line-level discount management, temporary custom discounts created directly in the POS, and control over the standard POS numpad discount option.
Features
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Features
Flexible Discount Rule Configuration
qCreate and manage custom discount rules from a centralized configuration area. Discounts can be defined for general orders, specific products, POS categories, product tags, or selected customers, making it easier to support different promotional strategies.
Conditional Discount Management
Apply discounts only when configured conditions are satisfied, such as minimum quantity or order subtotal. Product-related conditions can also be combined using AND/OR logic to provide more controlled discount eligibility.
Control Over Standard POS Numpad Discount
The standard POS percentage discount button can be disabled to prevent users from applying unrestricted manual discounts. This helps businesses ensure that discounts are applied through approved custom discount rules.
Customer and Product-Based POS Discounts
Allow discounts to be targeted to specific customers or product-related criteria. When a customer is selected, eligible customer-specific rules are filtered automatically, while line-level discount options can display discounts related to the selected product, category, tag, or customer.
Line-Level Discount Control
Custom discounts can be applied directly at the order-line level for individual products. A dedicated line discount option makes it easier for POS users to manage product-specific promotional pricing without affecting unrelated order lines.
Temporary Custom Discounts from POS
Users can create a custom discount directly from the POS and choose whether it applies to the selected order line or all products in the order. These discounts are temporary and remain limited to the current POS order rather than being stored as reusable backend discount rules.
Automatic and Manual Discount Application
Users can choose between automatic discount application and manual selection from the POS. Eligible discounts can be applied when products or quantities are updated, while a dedicated discount popup allows users to review available rules and select the required discount during order processing.
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1.) Custom Discount Management
Use the centralized discount management area to create, maintain, activate, or deactivate custom discount rules. This provides a single place for administrators to organize promotional pricing strategies.
2.) General Discount Configuration
Configure a discount that can apply to the complete order and assign it to selected POS configurations. Optional conditions based on quantity or subtotal can be used to control when the discount becomes available.
3.) Product-Wise Discount with Conditional Logic
Define discounts for selected products and control their eligibility using quantity or order-line subtotal conditions. Multiple conditions can be combined with AND/OR operators for more precise promotional rules.
4.) POS Category-Based Discount Rule
Create a discount rule for products belonging to selected POS categories. Quantity or amount-based conditions can be added to ensure that the promotion is applied only when the required criteria are met.
5.) Product Tag-Based Discount Rule
Apply discounts to products associated with selected tags. This is useful for managing campaigns across groups of products without having to configure each product individually.
6.) Customer-Wise Discount Based on Conditions
Configure discounts for selected customers and apply them according to defined conditions such as quantity or subtotal thresholds. Product, category, and tag selection is not required for this discount type.
7.) Custom Discount Configuration
Enable and manage the custom discount functionality from the configuration area. This provides the required control before custom discount options are used in the POS.
8.) Custom Discount Button in POS
Access available custom discounts directly while processing a POS order. The option is displayed according to the configured POS settings and order eligibility.
9.) Discount Selection Popup
Review all eligible custom discount rules in a structured popup before applying one to the order. This makes it easier for cashiers to select the correct promotion during checkout.
10.) Discount Application with Details
Select an eligible discount and let the system validate its conditions before applying the configured percentage to the order line. The discount description is also recorded for reference and tracking.
11.) Order Line Discount Button
Use the dedicated discount option from an individual order line to access custom discount functionality for a specific product. This provides more direct control over line-level promotional pricing.
12.) Product-Related Discount Popup
When an order line is selected, the available custom discounts related to that product can be accessed from the popup. This helps POS users quickly find relevant product-based promotions.
13.) Customer-Specific Discount Validation
Selecting a customer automatically filters the available discount rules to those assigned to that customer. If the customer is changed or removed, the previously applied customer-based discount is automatically removed to maintain correct pricing.
14.) POS Show Discount Button In OrderLine Settings Configuration
Configure whether line-level custom discount functionality should be available in the POS. This allows businesses to control how discounts are presented and managed during order processing.
15.) Line-Level Custom Discount Popup
Select an order line to view only relevant product-related discount options, including Product, Category, Tag, and Customer-based discounts. This keeps the discount selection focused on the current product.
16.) General Discount Without Order Line Selection
When no order line is selected, the popup can display the available order-line-related custom discounts. This provides access to applicable discount rules even without selecting a specific product line first.
17.) Disable Default POS Numpad Discount
Enable the option to disable the standard POS numpad discount feature. This prevents users from manually entering percentage discounts outside the configured custom discount process.
18.) Numpad Discount Button Disabled in POS
Once the standard numpad discount option is disabled, the percentage button is restricted in the POS. Businesses can therefore keep discount application limited to approved custom discount rules.
19.) Enable Auto Apply Discount
Activate automatic discount functionality and select the supported discount type, such as General, Product, POS Category, or Tag. This reduces manual work when eligible products or orders meet the configured rules.
20.) Automatic Discount on Product Update
Eligible discounts can be applied automatically when a product is added or when its quantity or price changes. The system evaluates the configured conditions and applies the appropriate discount during the order process.
21.) Enable POS Order Create Custom Discount in POS
Activate the option that allows POS users to create custom discounts directly from the POS interface. This is useful when a temporary discount is needed during an active customer transaction.
22.) Custom Discount Button in POS Popup
Use the Custom Discount button from the POS popup to create and apply a manual discount during an order. This gives users a direct way to handle discounts that are not part of the predefined backend rules.
23.) Create Custom Discount - Apply Options
When creating a custom discount from the POS, choose whether it should apply only to the selected line or to all products in the order. This provides flexibility when handling special discounts during checkout.
24.) Custom Discount Applied in Order
After a custom discount is applied, the discount amount, details, and notes are displayed in the order summary for transparency. Discounts created directly in the POS are temporary and apply only to the current POS order; they are not stored as reusable backend discount rules.
User Guide
