Difference between revisions of "Setting up Employee Discounts"

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==Setting up Employee discounts in RTS==
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==Enable the employee discount option:==  
 
 
===First, enable the employee discount option:===  
 
 
# Go to: <code>Setup -> Concessions -> Employee Discount</code>  
 
# Go to: <code>Setup -> Concessions -> Employee Discount</code>  
 
# Check the "Enable Employee Discount" option  
 
# Check the "Enable Employee Discount" option  
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IMPORTANT NOTE: Only employees added to the system after the above steps have been completed will receive the percentage discount specified above.  
 
IMPORTANT NOTE: Only employees added to the system after the above steps have been completed will receive the percentage discount specified above.  
  
 
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==Determine which items will allow a discount:==  
===Determine which items will allow a discount:===  
 
 
# Go to: <code>Setup -> Concessions -> Items</code>  
 
# Go to: <code>Setup -> Concessions -> Items</code>  
 
# Highlight any item that can be discounted, and select "Edit"  
 
# Highlight any item that can be discounted, and select "Edit"  
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# Repeat steps 2 and 3 for each item that can be discounted  
 
# Repeat steps 2 and 3 for each item that can be discounted  
  
 
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==To apply discount for existing employees:==  
 
 
===To apply discount for existing employees:===  
 
 
# Go to: Setup -> Password  
 
# Go to: Setup -> Password  
 
# Highlight an employee and check the Group setting:  
 
# Highlight an employee and check the Group setting:  
  
 
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===Option 1 - If the employee is using the [Custom] group===  
 
 
====Option 1 - If the employee is using the [Custom] group====  
 
 
# Scroll down to the "Selling" section
 
# Scroll down to the "Selling" section
 
# Ensure "Receive Discount" option is set to "True"  
 
# Ensure "Receive Discount" option is set to "True"  
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# Select "Save" when complete
 
# Select "Save" when complete
  
====Option 2 - If the employee is using a [RTS] pre-configured group====  
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===Option 2 - If the employee is using a [RTS] pre-configured group===  
 
# Select "Save" on the Setup Password window  
 
# Select "Save" on the Setup Password window  
 
# Go to: <code>Setup -> Password Groups</code>
 
# Go to: <code>Setup -> Password Groups</code>
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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.  
 
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====
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===Option 3 - If the employee is in a custom password group===
 
# Select "Save" on the Setup Password window  
 
# Select "Save" on the Setup Password window  
 
# Go to: <code>Setup -> Password Groups</code>
 
# Go to: <code>Setup -> Password Groups</code>
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# Select "Save"  
 
# Select "Save"  
  
 
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==To ring up a discount==
===To ring up a discount===
 
 
# Ring up the items being discounted  
 
# Ring up the items being discounted  
 
# Go to: Menu -> Discounts  
 
# Go to: Menu -> Discounts  
 
# Highlight the employee and select "OK"  
 
# 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.
 
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.

Revision as of 17:09, 9 December 2018

Enable the employee discount option:

  1. Go to: Setup -> Concessions -> Employee Discount
  2. Check the "Enable Employee Discount" option
  3. If desired, check the "Round Down to 25 cents" option
  4. 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.

Determine which items will allow a discount:

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

To apply discount for existing employees:

  1. Go to: Setup -> Password
  2. Highlight an employee and check the Group setting:

Option 1 - If the employee is using the [Custom] group

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

Option 2 - If the employee is using a [RTS] pre-configured group

  1. Select "Save" on the Setup Password window
  2. Go to: Setup -> Password Groups
  3. Select the [RTS] group the employee is currently in and select "Clone"
  4. Select "Yes" to confirm cloning the selected [RTS] group
  5. Enter a new group name, e.g. Cashiers, and then select "OK"
  6. Scroll down to the "Selling" section
  7. Ensure "Receive Discount" option is set to "True"
  8. Set the Discount % for the group near the bottom
  9. Select "Save"
  10. Go to: Setup -> Password
  11. Highlight the employee using the [RTS] pre-configured group, change the group to be the newly created group.
  12. Repeat for each employee using that group.
  13. 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

  1. Select "Save" on the Setup Password window
  2. Go to: Setup -> Password Groups
  3. Select the custom group the employee is currently in
  4. Scroll down to the "Selling" section
  5. Ensure "Receive Discount" option is set to "True"
  6. Set the Discount % for the group near the bottom
  7. Select "Save"

To ring up a discount

  1. Ring up the items being discounted
  2. Go to: Menu -> Discounts
  3. 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.