Difference between revisions of "Setting up Employee Discounts"
From Rts
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==To apply discount for existing employees:== | ==To apply discount for existing employees:== | ||
# Go to: Setup -> Password | # Go to: Setup -> Password | ||
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+ | [[File:Discounts.Employee3.JPG|300px]]<br/><br/> | ||
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# Highlight an employee and check the Group setting: | # Highlight an employee and check the Group setting: | ||
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# Go to: <code>Setup -> Password Groups</code> | # Go to: <code>Setup -> Password Groups</code> | ||
− | [[File:Discounts.Employee4.JPG| | + | [[File:Discounts.Employee4.JPG|300px]]<br/><br/> |
# Select the [RTS] group the employee is currently in and select "Clone" | # Select the [RTS] group the employee is currently in and select "Clone" | ||
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# Select "Save" | # Select "Save" | ||
# Go to: <code>Setup -> Password</code> | # Go to: <code>Setup -> Password</code> | ||
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+ | [[File:Discounts.Employee3.JPG|300px]]<br/><br/> | ||
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# Highlight the employee using the [RTS] pre-configured group, change the group to be the newly created group. | # 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. | # Repeat for each employee using that group. | ||
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# 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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+ | [[File:Discounts.Employee4.JPG|300px]]<br/><br/> | ||
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# Select the custom group the employee is currently in | # Select the custom group the employee is currently in | ||
# Scroll down to the "Selling" section | # Scroll down to the "Selling" section |
Revision as of 19:06, 27 December 2018
Contents
Enable the employee discount option:
- Go to:
Setup -> Concessions -> Employee Discount
- 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.
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
To apply discount for existing employees:
- Go to: Setup -> Password
- 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
- Go to:
Setup -> Password Groups
- 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"
- Go to:
Setup -> Password
- 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
- Go to:
Setup -> Password Groups
- 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.