Difference between revisions of "Setting up Employee Discounts"

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m (Named [Custom] not [Custom Group])
(Determine Which Items Will Allow a Discount:)
 
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==Setting up Employee discounts in RTS==
+
==Enable the Employee Discount Option:==  
 +
*Go to: <code>'''Setup -> Concessions -> Employee Discount'''</code>.
  
First, enable the employee discount option:  
+
[[File:SU_Conc_EmployDis.PNG|200px]]
# Go to: <code>Setup -> Concessions -> Employee Discount</code>
 
# Check the "Enable Employee Discount" option
 
# If desired, check the "Round Down to 25 cents" option
 
# Set the percentage discount that all new employees will receive
 
  
'''IMPORTANT NOTE:''' Any employees added to the system after the above steps have been completed will receive the percentage discount specified above.
 
----
 
Determine which items will allow a discount:
 
# Go to: <code>Setup -> Concessions -> Items</code>
 
# Highlight any item that can be discounted, and select "Edit"
 
# Check the "Enable Employee Discount" option
 
# Repeat steps 2 and 3 for each item that can be discounted
 
  
To apply discount for existing employees:
+
*Check the '''"Enable Employee Discount"''' option.
# Go to: Setup -> Password
+
*If desired, check the '''"Round Down to 25 cents"''' option.
# Highlight an employee and check the Group setting:
+
*Set the percentage discount that all new employees will receive.
  
===Option 1 - If the employee is using the [Custom] group===
+
<span style="color:#800000">'''''IMPORTANT NOTE: Only employees added to the system after the above steps have been completed will receive the percentage discount specified above.'''''
## Choose the "Discount" tab
 
## Ensure the "Receive Discount" option is checked
 
## Set the percentage discount the employee will receive  
 
## Repeat for each employee using the [Custom Settings] group
 
## Select "Save" when complete
 
  
===Option 2 - If the employee is using an [RTS] pre-configured group===
 
## Select "Close" on the Setup Password window
 
## Go to: <code>Setup -> Password Groups</code>
 
## Select "OK" to the warning
 
## Select "Add"
 
## Enter a new group name, e.g. Cashiers, and then select "OK"
 
## Select "Yes" when prompted to base the group on an existing one
 
## Highlight the [RTS] group the employee is currently in and select "OK"
 
## Choose the "Discount" tab, and highlight the percentage discount the employees in this group will receive.
 
## Select "Save"
 
## Go to: <code>Setup -> Password</code>
 
## Highlight the employee using the [RTS] pre-configured group, change the group to be the newly built group.
 
## Repeat for each employee using that group.
 
## Select "Save" when complete
 
  
'''IMPORTANT NOTE:''' If using multiple types of [RTS] groups you will need to repeat for steps in Option 2 for each group, until all employees are in custom built groups.
+
[[File:Discounts.Employee1.JPG|150px]]<br/><br/>
----
 
===To ring up a discount===
 
# Ring up the items being discounted
 
# Go to: Menu -> Discounts
 
# Highlight the employee and select "OK"
 
  
'''IMPORTANT NOTE:''' If discounts are configured to round down to 25 cents, and the discount being applied would subtract less than 25 cents from the order, there will be no discount applied.
+
==Determine Which Items Will Allow a Discount:==
 +
*Go to: <code>'''Setup -> Concessions -> Items'''</code>.
 +
 
 +
*Highlight any item that can be discounted, and select '''"Edit"'''.
 +
 
 +
*Check the '''"Enable Employee Discount"''' option.
 +
 
 +
*Repeat steps 2 and 3 for each item that can be discounted.
 +
 
 +
 
 +
[[File:Discounts.Employee2.JPG|300px]]<br/><br/>
 +
 
 +
==To Apply Discount for Existing Employees:==
 +
*In RTS navigate to: <code>'''Setup -> Password'''</code>.
 +
 +
[[File:Discounts.Employee3.JPG|300px]]<br/><br/>
 +
 
 +
*Highlight an employee and check the Group setting:
 +
 
 +
===Option 1 - If the Employee is Using the [Custom] Group===
 +
*Scroll down to the '''"Selling"''' section.
 +
*Ensure '''"Receive Discount"''' option is set to '''"True"'''.
 +
*Set the percentage discount the employee will receive.
 +
*Repeat for each employee using the [Custom Settings] group.
 +
*Select '''"Save"''' when complete.
 +
 
 +
===Option 2 - If the Employee is Using a [RTS] Pre-configured Group===
 +
*Select '''"Save"''' on the '''"Setup Password"''' window.
 +
*Navigate to: <code>'''Setup -> Password Groups'''</code>.
 +
 
 +
 
 +
[[File:Discounts.Employee4.JPG|300px]]<br/><br/>
 +
 
 +
*Select the [RTS] group the employee is currently in and select '''"Clone"'''.
 +
*Select '''"Yes"''' to confirm cloning the selected [RTS] group.
 +
*Enter a new group name, e.g. Cashiers, and then select '''"OK"'''.
 +
*Scroll down to the '''"Selling"''' section.
 +
*Ensure '''"Receive Discount"''' option is set to "True".
 +
*Set the Discount % for the group near the bottom.
 +
*Select '''"Save"'''.
 +
*Navigate to: <code>'''Setup -> Password'''</code>.
 +
 
 +
 
 +
[[File:Discounts.Employee3.JPG|300px]]<br/><br/>
 +
 
 +
 
 +
*Highlight the employee using the [RTS] pre-configured group, change the group to be the newly created group.
 +
*Repeat for each employee using that group.
 +
*Select '''"Save"''' when complete.
 +
<span style="color:#800000">'''''IMPORTANT NOTE: If using multiple types of [RTS] groups you will need to repeat the steps in Option 2 for each group until all employees are in custom built groups.'''''
 +
 
 +
===Option 3 - If the Employee is in a Custom Password Group===
 +
*Select '''"Save"''' on the '''Setup Password window'''.
 +
*Navigate to: <code>'''Setup -> Password Groups'''</code>.
 +
 
 +
 
 +
[[File:Discounts.Employee4.JPG|300px]]<br/><br/>
 +
 
 +
*Select the custom group the employee is currently in.
 +
*Scroll down to the '''"Selling"''' section.
 +
*Ensure "Receive Discount" option is set to '''"True"'''.
 +
*Set the Discount % for the group near the bottom.
 +
*Select '''"Save"'''.
 +
 
 +
==To Ring Up a Discount==
 +
*Ring up the items being discounted.
 +
*Go to: <code>'''Menu -> Discounts'''</code>.
 +
*Highlight the employee and select '''"OK"'''.
 +
<span style="color:#800000"> '''''IMPORTANT NOTE: If discounts are configured to round down to 25 cents, and the discount being applied would subtract less than 25 cents from the order, there will be no discount applied.'''''

Latest revision as of 17:59, 2 May 2019

Enable the Employee Discount Option:

  • Go to: Setup -> Concessions -> Employee Discount.

SU Conc EmployDis.PNG


  • Check the "Enable Employee Discount" option.
  • If desired, check the "Round Down to 25 cents" option.
  • Set the percentage discount that all new employees will receive.

IMPORTANT NOTE: Only employees added to the system after the above steps have been completed will receive the percentage discount specified above.


Discounts.Employee1.JPG

Determine Which Items Will Allow a Discount:

  • Go to: Setup -> Concessions -> Items.
  • Highlight any item that can be discounted, and select "Edit".
  • Check the "Enable Employee Discount" option.
  • Repeat steps 2 and 3 for each item that can be discounted.


Discounts.Employee2.JPG

To Apply Discount for Existing Employees:

  • In RTS navigate to: Setup -> Password.

Discounts.Employee3.JPG

  • Highlight an employee and check the Group setting:

Option 1 - If the Employee is Using the [Custom] Group

  • Scroll down to the "Selling" section.
  • Ensure "Receive Discount" option is set to "True".
  • Set the percentage discount the employee will receive.
  • Repeat for each employee using the [Custom Settings] group.
  • Select "Save" when complete.

Option 2 - If the Employee is Using a [RTS] Pre-configured Group

  • Select "Save" on the "Setup Password" window.
  • Navigate to: Setup -> Password Groups.


Discounts.Employee4.JPG

  • Select the [RTS] group the employee is currently in and select "Clone".
  • Select "Yes" to confirm cloning the selected [RTS] group.
  • Enter a new group name, e.g. Cashiers, and then select "OK".
  • Scroll down to the "Selling" section.
  • Ensure "Receive Discount" option is set to "True".
  • Set the Discount % for the group near the bottom.
  • Select "Save".
  • Navigate to: Setup -> Password.


Discounts.Employee3.JPG


  • Highlight the employee using the [RTS] pre-configured group, change the group to be the newly created group.
  • Repeat for each employee using that group.
  • Select "Save" when complete.

IMPORTANT NOTE: If using multiple types of [RTS] groups you will need to repeat the steps in Option 2 for each group until all employees are in custom built groups.

Option 3 - If the Employee is in a Custom Password Group

  • Select "Save" on the Setup Password window.
  • Navigate to: Setup -> Password Groups.


Discounts.Employee4.JPG

  • Select the custom group the employee is currently in.
  • Scroll down to the "Selling" section.
  • Ensure "Receive Discount" option is set to "True".
  • Set the Discount % for the group near the bottom.
  • Select "Save".

To Ring Up a Discount

  • Ring up the items being discounted.
  • Go to: Menu -> Discounts.
  • Highlight the employee and select "OK".

IMPORTANT NOTE: If discounts are configured to round down to 25 cents, and the discount being applied would subtract less than 25 cents from the order, there will be no discount applied.