Discount Maintenance

Discounts Maintenance allows you to define the types of discounts allowed on your GoPOS systems.

The maintenance screen is divided into the following three sections:

Maintenance Grid

The grid area displays the currently defined discounts. All fields are display-only and all modifications to discounts must be done by selecting the row and modifying the fields in the data entry section. Once the focus is within the grid area, you may use the arrow-up and arrow-down keys to navigate through each of the rows. All values for the selected item will be displayed dynamically in the data entry section.

Select All

Clicking on the upper left corner of the grid will select all discounts. To select multiple contiguous rows, select the first row then press down the SHIFT key on your keyboard and while the SHIFT key is pressed, select the last row in your range. To select multiple rows that are not contiguous, select the first row then press down the CTRL key on your keyboard and while the the CTRL key is pressed, select each subsequent rows that you want to include in the selection. Once you are done selecting all your rows, you can release the CTRL key. All data edits or option changes will be applied to all selected rows. Pressing on the Delete button while in multi-select mode will delete all selected discounts.

	Item Row Maintenance
	Right clicking on any of the row numbers will display a pop-up menu that will allow you Delete, Insert or Duplicate a row. Rows may also be deleted, inserted or duplicated by using the delete, insert or duplicate buttons in the buttons area.

	Column Sort
	Clicking on a column header will sort the rows either in ascending or descending order, A small arrow at the top of the column will point up for ascending or down for descending order.

Data Entry

The data entry area dynamically displays the currently selected discount.

	Discount Id
	Enter a unique integer value to identify the discount. Required field. Duplicates not allowed. When modifying Discount Ids, a warning message will be displayed indicating that any references to the discount will be lost when the changes are saved.

	Rate
	Enter the discount percentage or amount. If the Amount Discount option is selected, the value entered will be treated as an amount, otherwise it will be treated as a percentage.

	Caption
	Enter the discount display name. Required field. Max 25 characters.

	Options
	Select one or more of the following discount options:

Surcharge

Select this option if the rate or amount is a surcharge and should be added to the price. If this option is not enabled, the entry will be treated as a discount and reduce the price.

Amount Discount

Select this option if this is an amount discount/surcharge and not a percentage discount/surcharge.

Fixed Discount

Select this option if this is a fixed percentage or amount which can not be overridden. If this option is enabled attempting to override the percentage or amount and pressing the discount key will result in an "Invalid Sequence" message. If this option is disabled, users are allowed to enter a percentage or amount before pressing the discount key to override the actual discount applied.

Item Discount

Select this option if this discount is to be linked to the last item entered. If this option is enabled, pressing the discount key will result in an "Invalid Sequence" message if there are no current transaction entries or the last entry was not an item sale. If this option and the Subtotal Discount option are both disabled, pressing the discount key will always result in an "Invalid Sequence" message. Discounts should either be set up as Item discounts, Subtotal discounts or Both. If this option is enabled and the last entry made was an item sale, multiple item discounts may be applied to the same item.

Subtotal Discount

Select this option if the discount should be applied to the calculated subtotal. If this option is enabled, pressing the discount key will result in an "Invalid Sequence" message if the last entry was not a Subtotal. If this option and the Subtotal Discount option are both not enabled, pressing the discount key will always result in an "Invalid Sequence" message. Discounts should either be set up as Item discounts, Subtotal discounts or Both. If this option is enabled and the last entry made was a subtotal, multiple subtotal discounts may be applied to the same subtotal.

Print Percentage

Select this option if the discount rate should be displayed and printed on the receipt as a percentage.

Manager Required

Select this option if the user requires managerial rights. If the user does not have managerial rights, pressing the discount key will display a "Manager Required" message. Managerial override may be accessed by pressing the USR key and temporarily logging in as a user with managerial rights. "Mo" will be displayed at the top of the register to indicate managerial override mode. The register will return to regular mode once the entry has been completed or the CLEAR key has been pressed.

	Print On
	All printers and customer displays defined in Hardware Maintenance will be shown. Select one or more of the listed printers. At least one printer must be selected.

Print Font

Select one of the supported printer fonts.

Font A Standard

Font A Double Width

Font A Double Height

Font A Double Width and Double Height

Font B Standard

Font B Double Width

Font B Double Height

Font B Double Width and Double Height

	Tax
	All taxes defined in Tax Maintenance will be displayed. Select one or more of the applicable taxes for the chosen discount or surcharge. Clicking on the Tax Maintenance button will give you quick access to the Tax Maintenance module.

Buttons

The buttons area consists of the following 5 buttons:

	Delete
	Click on this button to delete the currently selected row or rows. A warning message will be displayed indicating that any references to the deleted discount or discounts will be lost when the changes are saved.

	Insert
	Click on this button to insert a new row at the end of the list. All validation errors on the current row must be corrected before inserting a new row.

	Duplicate
	Click on this button to duplicate the currently selected row. All validation errors on the current row must be corrected before duplicating the row.

	Save
	Click on this button to save changes. All validation errors must be corrected before saving your changes. The button will not be enabled until a change has been made.

Click on this button to close the window. If any changes have been made you will be prompted to save the changes before closing the window.

	Yes Button
	Click on Yes to save changes and close the window. All validation errors must be corrected before saving your changes.

	No Button
	Click on No to discard all changes made and close the window.

	Cancel Button
	Click on Cancel to abort the close and return to the maintenance screen.

Import

One or more discounts exported from one program may be imported into the same or a different program. Each discount saved during the export will be inserted as a new discount into the current program.

Click on the Import button to open the "Open" file dialogue. Select the File you want to use to import data from, and click on the Open button to verify the file. If a valid OSI Discounts Export file (*.dis) has been selected, the system will attempt to import each discount included in the file. Click on the Cancel button to cancel the import and close the "Open" file dialogue.

Export

One or more discounts from one program may be exported and then imported into the same or a different program.

Click on Select All or select the row or rows you wish to include in the export file. Click on the Export button to open the Save As dialogue window which will allow you to export the selected discount(s) to an OSI proprietary export file (DiscountsExport.dis). The name of the export file will be defaulted based on the selection or selections made, but may be changed to a file name of your choice.

Type in the File Name and location where you want to save the export file and click on the Save button to perform the export or click on the Cancel button to cancel the export. A message will be displayed when completed indicating whether the export was successful or not.