How To: Apply Item Level Discount

Item Level discounts are discounts which are applicable to a particular item / items in a bill. Ginesys allows users to reduce the price of products on a percentage basis or on amount basis. This article describes how to apply item level discount in a bill.

Pre-requisites

The discounts must be defined and allocated from the HO to the particular site.
The discounts should be applied within the stipulated time period.
Modifying the available discount, can be done only if it is allowed by HO. Any discount that needs to be modified should be marked specifically as Changeable at POS, for it to be edited, along with the Policy Settings.
You can check the permission by -

Following the path: Admin - Policy - Master Policy - User Settings. In the User Settings section, look for Allow Item Level Discounting option.
Changeable elements in discounts -
How are changes made to discount policy is applied

If the item discount is marked as Can Change in in HO - Retail Management Master and Site policies for a POS then the order of prevalence of a policy is Site Policy >> Master Policy. Suppose the Maximum allowable discount amount policy is set to Can Change in Site Policy, then no matter what is given in the Master Policy, it will be changeable in POS.
There is another important element which must be checked while changing any policies - the Role assigned to the user, who will change the policy setting, must be given access rights to modify the Master Policy Management. Otherwise, the user will not be able to modify values in the policy, despite change being allowed in the policy.
1. If the discount is allowed to be changed at the store, then the factor of the discount (Discount Factor) can be changed.
2. For Discounts to be given on percentage basis- Check the maximum allowable discount percent in the following path: Admin - Policy - Master Policy - User Settings. In the User Settings section, look for Maximum Allowable Discount Percent option. You can give discount up to the percent mentioned here.
3. For Discounts to be given on amount basis- Check the maximum allowable discount amount in the following path: Admin - Policy - Master Policy - User Settings. In the User Settings section, look for Maximum Allowable Discount Amount option. You can give discount up to the amount mentioned here.
4. In case, where an item has both discount in percent and discount in amount applicable to it, only one can be applied to the item for an instance of a bill. It would be applied to the item, depending on the setting made at HO. Check the setting in the following path: Admin - Policy - Master Policy - System Settings. In the System Settings section, look for Maximum allowable discount policy validation mode option. There could be two possibilities here:
  1. Validate Individually- In this case, the user can choose which discount he / she wants to apply for the item.
  2. Whichever is lower- If this option is selected, then the system shall automatically select the discount whichever gives the least value.
    Example of applying selected discounts (percent / amount)
    
    For example: A product costs ₹1000. Maximum Allowable Discount Percent is set to 50% and Maximum Allowable Discount Amount is set to ₹ 600.
    Case 1: Validate Individually is selected.
    The user can choose whichever discount he wants to give the customer.
    Case 2: Whichever is lower is selected.
    Maximum Allowable Discount Percent will allow a discount of 50% and the price of the product will be ₹500.
    Maximum Allowable Discount Amount will allow a discount of ₹600 and the price of the product will be ₹400.
    Therefore, Maximum Allowable Discount Percent will give a lesser discount, so the system will automatically select and apply it.
    For example: A product costs ₹1000. Maximum Allowable Discount Percent is set to 70% and Maximum Allowable Discount Amount is set to ₹ 600.
    Case 1: Validate Individually is selected.
    The user can select whichever discount he wants to give the customer.
    Case 2: Whichever is lower is selected.
    Maximum Allowable Discount Percent will allow a discount of 70% and the price of the product will be ₹300.
    Maximum Allowable Discount Amount will allow a discount of ₹600 and the price of the product will be ₹400.
    Therefore, Maximum Allowable Discount Amount will give a lesser discount, so the system will automatically select and apply it.

Step-by-step guide

The steps are as follows:

Open the POS module in GINESYS POS.
Scan the item and tag Sales Person to the bill (if made mandatory by HO).
Now click on the Discount button in the billing area. Select Discount window opens.

Note: The discounts now shown will either be Item Level Discount or marked as Both (item level and bill level discount).

Note: The POS as Collection Centre mode also has the same functionality.
Select the required discount from the list.
Click on the Select button.
You can change the factor in the Factor field under the Specify Discount Factor Section (if allowed by HO). Otherwise, on clicking on the Select button, the discount will be directly applied.
If allowed, you can change the factor in the following process:
1. On clicking the Select button, the Enter Discount window opens.
2. Change the discount factor in the Factor field.
3. Then click on OK.
4. The discount will be applied to the item.
5. Click on the Close button to close the Select Discount window.
Repeat the process for more items, if needed.
Alert

Note: If the item has been placed in the excluded item list at HO, then discount cannot be applied for that particular item.
Then continue making the bill (Add more items, tag customer (if made mandatory by HO), tag Sales Person (if made mandatory by HO), etc) and take payment.

Note: You can only apply one item level discount to one item. But you can apply item level as well as bill level discount together on a item.

To know how to add items to the bill, tag a customer, tag a sales person or make payment, go to the link : How To: Create a POS Bill.