How to Apply a Discount
The application of a Discount to a Sale is a permission based feature. If you have the proper permissions, selecting the Discount Button from the overflow button on the Cart Viewer screen will allow you to apply different Discounts to a Sale. Once applied, the Discount will be displayed in the Cart Viewer screen, along with the percentage and/or dollar amount of the Discount.
Note:
It is necessary to first add an item to an order before a discount can be applied. If a discount is greater than the price of the items in the order, the order total will be set to zero. For information on how to create Discounts, click here.
Order Discount
To add an Entire Order Discount, tap the Cart Viewer button. Select the Discount button from the overflow button at the top of the Cart Viewer. This will allow you to choose from three types of Discounts (Order, Item, and Manual). The Order Discount will be automatically selected and the Entire Order Discounts you previously created will be displayed in the center of the screen.
To add an Order Discount, tap on the Discount you wish to select from the list. The Discount will be applied and it will appear on the Cart Viewer screen.
Item Discount
Single Item:
To add an Single Item Discount, tap the Cart Viewer button. Select the Discount button from the overflow button at the top of the Cart Viewer. This will allow you to choose from three types of Discounts (Order, Item, and Manual). Select the Items tab using the Navigation Ribbon, and then choose the single item discount listed in the center of the screen.
A pop up will appear asking you to choose an Item to discount. Select an Item by tapping the check-mark on the right side of the Item. This will cause the check-mark to be highlighted blue. Select the Save Discount button at the bottom when finished. The Discount will be applied and will now appear in the Cart Viewer located on the screen. Press the Checkout Button when finished.
Multiple Item:
To add an Multiple Item Discount, tap the Cart Viewer button. Select the Discount button from the overflow button at the top of the Cart Viewer. This will allow you to choose from three types of Discounts (Order, Item, and Manual). Select the Items tab using the Navigation Ribbon, and then choose the multiple item discount listed in the center of the screen.
A pop up will appear asking you to choose the Items you wish to discount. Select the Items by tapping the check-mark on the right side of each Item. This will cause the check-mark to be highlighted blue. Select the Save Discount button at the bottom right when finished. The Discount will be applied and will now appear in the Cart Viewer located on the screen. Press the Checkout Button when finished.
Note:
The specified amount of Items required must be met before a Multiple Item Discount can be added to an Order. This can be an exact number,(Ex. 3 Items), or a range of numbers,(Ex. 3 to 5 Items).
Manual Discount
To add a Manual Discount, tap the Discount Button from the overflow button on the Cart Viewer screen and then select the right arrow on the navigation ribbon to switch to the Manual Discount screen. If the person logged into Heartland Point of Sale has the necessary permissions to add a Manual Discount, a keypad will appear in the center of the screen where they can type in the amount of the Discount, and choose whether it is a Dollar Amount or Percentage Discount. They can also enter an optional name for the Discount. Press the Add Button to add the Discount to the Order.
After the Add button is selected the Manual Discount will now appear on the Cart Viewer.
Scan Discount Coupon
If there is a scanner enabled on the Heartland Point of Sale you can scan a coupon to add the associated discount to the order. The Discount is required to have a SKU or Code to correspond with so that it can be added to the order when scanned.
To scan a coupon to add a Discount to the order begin by pressing the Sales tile on the Home screen and then add an Item to the cart. Next located the coupon associated with the discount and scan the coupon. The Discount will automatically be added to the order. If the associated Discount is an item level Discount, such as a multiple item or single item Discount, then you will be directed to the item selection screen when the coupon is scanned to choose which items you want to apply the discount to.
Note:
If the coupon is already added to the order and the coupon is scanned a second time, the Discount will then be removed from the order.
Step by Step Summary
To add an Order Discount
- Tap the Discount Button
- Select the Discount you wish to apply
To add a Manual Discount
- Tap the Discount Button
- Navigate to the Manual Button screen
- Using the keypad that appears in the center of the screen, enter the amount of the Discount
- Choose whether the Discount is a Dollar Amount Off or a Percentage Off
- Enter an optional name for the Discount in the textbox
- Press the Add Button
To Scan a Discount Coupon
- Enable scanner on POS
- Press the Orders button on the Home screen
- Add items to the order
- Scan coupon to add Discount
- If Discount is item level, choose which items the discount will be applied to