Difference between revisions of "Setting up Employee Discounts"
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*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>. | ||
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[[File:Discounts.Employee4.JPG|300px]]<br/><br/> | [[File:Discounts.Employee4.JPG|300px]]<br/><br/> |
Revision as of 17:53, 2 May 2019
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:
- In RTS navigate 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.
- Navigate 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".
- Navigate 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.
- Navigate 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.