How To: Apply Bill Level Discount

Bill Level discounts are discounts which are applicable to all 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 bill level discount on 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 Bill Level Discounting option.
Changeable elements in discounts -
How are changes made to discount policy is applied

If the bill discount is marked as Can Change 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 a bill has both discount in percent and discount in amount applicable to it, only one can be applied in an instance. It would be applied to the bill, 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 to the bill.
  2. Whichever is lower- If this option is selected, then the system shall automatically select the discount whichever gives the least value.
    1. 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:

Make the bill (add items, tag a customer to the bill (if made mandatory by HO), tag Sales Person to the bill (if made mandatory by HO) etc.)
Now click on the Bill (or press F4 key) > Discount or click on Bill Discount button in the POS Taskpad (or press the shortcut key Ctrl+5). Select Discount window opens.

Note: The POS as Collection Centre mode also has the same functionality.
Select the required discount from the list.
Click Select button. The Enter Discount window opens.
Under the Specify Discount Factor section, if you want you can change the discount factor in the Factor field.
Then click on OK.
Once done, click on Close.
Now make payment.

Alert

Note: You cannot apply more than one bill level discount to one bill. But you can apply bill level as well as item 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.