Difference between revisions of "Setting up Employee Discounts"

From Rts
Jump to: navigation, search
(To Ring Up a Discount)
(Determine Which Items Will Allow a Discount:)
 
(2 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
==Enable the Employee Discount Option:==  
 
==Enable the Employee Discount Option:==  
 
*Go to: <code>'''Setup -> Concessions -> Employee Discount'''</code>.  
 
*Go to: <code>'''Setup -> Concessions -> Employee Discount'''</code>.  
 +
 +
[[File:SU_Conc_EmployDis.PNG|200px]]
 +
 +
 
*Check the '''"Enable Employee Discount"''' option.  
 
*Check the '''"Enable Employee Discount"''' option.  
 
*If desired, check the '''"Round Down to 25 cents"''' option.  
 
*If desired, check the '''"Round Down to 25 cents"''' option.  
Line 6: Line 10:
  
 
<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.'''''
 
<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.'''''
 +
  
 
[[File:Discounts.Employee1.JPG|150px]]<br/><br/>
 
[[File:Discounts.Employee1.JPG|150px]]<br/><br/>
Line 11: Line 16:
 
==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"'''.
 +
 
*Check the '''"Enable Employee Discount"''' option.  
 
*Check the '''"Enable Employee Discount"''' option.  
 +
 
*Repeat steps 2 and 3 for each item that can be discounted.  
 
*Repeat steps 2 and 3 for each item that can be discounted.  
  
Line 60: Line 68:
 
*Select '''"Save"''' on the '''Setup Password window'''.  
 
*Select '''"Save"''' on the '''Setup Password window'''.  
 
*Navigate to: <code>'''Setup -> Password Groups'''</code>.
 
*Navigate to: <code>'''Setup -> Password Groups'''</code>.
 +
  
 
[[File:Discounts.Employee4.JPG|300px]]<br/><br/>
 
[[File:Discounts.Employee4.JPG|300px]]<br/><br/>

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.