Discount Master

Type

Line (per item) or Transaction (whole sale).

Name

Discount name.

Description

Extended description of the discount.

Account

Optional GL account for discount amounts. Only enter an account if you want to expense the discount like a markdown rather than affect the item's margin. When left blank, the discount reduces the item's revenue directly.

Loyalty Points

The number of loyalty points a customer must redeem to use this discount. When set to zero, the discount does not require loyalty points.

Method

Percent or Dollar amount.

Amount

The percentage or dollar value of the discount.

Min Total

Minimum qualifying transaction total before this discount activates (transaction discounts only). Leave at zero for no threshold.

Auto Apply

When checked, the discount is automatically applied to qualifying transactions.

Allow Other

When checked, the discount can be combined with other discounts.

Tax Exempt on Discount

When checked, items receiving this discount become fully tax-exempt. Used for statutory discounts. Mutually exclusive with Discount Includes Tax.

ID Capture Required

When checked, the cashier must capture beneficiary ID information before applying the discount.

ID Prompt

The prompt text shown when ID capture is required (e.g. "Enter OSCA ID:").

Discount Includes Tax

When checked, the discount is calculated on the tax-inclusive displayed price. Mutually exclusive with Tax Exempt on Discount.

Verify Item Count

When checked, the system warns if the discount applies to a large number of items.

Start Date

First date the discount is active.

Stop Date

Last date the discount is active.

Start Time

Earliest time of day the discount is active.

Stop Time

Latest time of day the discount is active.

Days of Week

Which days the discount is valid. Use the Set Days button to choose days.

Set Days

Opens a dialog to select the active days of the week.

Size Method

Controls whether the limit matches the default selling size, all selling sizes, or a custom size.

Size

Custom size value used when Size Method is set to Custom Size.

Limits Table

Lists the items, departments, subdepartments, brands, vendors, or groups the discount applies to. Use Add, Edit, Delete, and Clear to maintain the list.

Limit Buttons

Add — add a new limit.
Edit — edit the selected limit.
Delete — remove the selected limit.
Clear — remove all limits.

Save / Undo / New / Delete / Copy / Groups

Standard master screen toolbar actions.

OK / Cancel

Save and close, or discard and close.

Inactive?

Toggle to deactivate the record.