POS System Functions 23

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Discounts

Contents


How to Set Manual Discount in Percentage or Amount

Extra Discount


Extra discount is used to give additional discounts to the customer based on the grand total but not for every item.

1. Login to POS Client account.

Illustration 1: Login to POS Client Account

2. Select the items to make payment.

Illustration 2: Select items

3. In the Extra Disc column, insert the discount amount. The system will calculate the amount after discount in Round Up column automatically. Note: The total extra discount cannot be higher than the grand total.

Illustration 3: Insert Discount Amount


4. If the total extra discount higher than the grand total, Round Up column will only show negative amount.

Illustration 4: Total Extra Discount Higher Than Grand Total

5. You can clear the previous discount amount by clicking the brush button beside Extra Disc column.

Illustration 5: Clear Previous Discount Amount


Discount in Percentage


1. Login to POS Client account.

Illustration 1: Login to POS Client Account

2. Select the items to make payment.

Illustration 2: Select items

3. To give discount in percentage, you can click on the '%' column for the item.

Illustration 3: Select % column

4. A discount box will pop out and ask you to insert the percentage of discount. For example, you want to offer discount 10% for the selected item, then click on the '10%' button.

Illustration 4: Insert Percentage of Discount

5. A confirmation message will pop out. Click 'Yes' to apply discount on the selected item.

Illustration 5: Confirm Apply Discount

6. After applying, the discount of selected item will be shown as below.

Illustration 6: Discount of Selected Item


Discount in Amount


Online Setting


1. Go to POS Market Login / Register page.

Illustration 1: POS Market Home Page

2. Login to POS Market account.

Illustration 2: Login to POS Market Account

3. In your POS Market account home page, go to Admin >>> Permission Setting >>> Group Permission.

Illustration 3: POS Market Account Home Page

4. Click 'Edit' to change Admin info.

Illustration 4: Edit Admin Info

5. Go to P.O.S module, click '+Menu' to expand the sub menu.

Illustration 5: Expand P.O.S Sub Menu

6. Click '+func' to view all the function for POS Terminal.

Illustration 6: Expand POS Terminal Function

7. Select 'Perform Discount' as active privilege function.

Illustration 7: Select Perform Discount

8. Click 'Submit' to save the changes.

Illustration 8: Save Setting


Offline Setting


1. Login to POS Client account.

Illustration 1: Login to POS Client Account

2. Select the items to make payment.

Illustration 2: Select Items

3. To give discount in Amount, you can click on the 'Disc' column for the item.

Illustration 3: Select Item's Disc

4. A discount box will pop out and ask you to insert the amount of discount. For example, you want to offer $1 discount for the selected item, then click on the value button.

Illustration 4: Insert the Amount of Discount

5. After clicking, the amount of discount will automatically apply in Disc column together with its discount percentage.

Illustration 5: Apply Amount of Discount



How to Set Membership Discount

1. Login to your POS Client Account.

Illustration 1: Login POS Client Account

2. Proceed to Inventory section.

Illustration 2: Proceed Inventory Section

3. In the Inventory List, select item that you want to give discount and click "Edit Item".

Illustration 3: Select Item and Edit Item

4. Then, tick the 'Available to all member categories'.

Illustration 4: Edit Details

5. Click "Save" to apply and click "OK" for the confirmation message.

Illustration 5a: Save to apply
Illustration 5b: Confirmation to update
Illustration 5c: Updated


6. After that, you can start to do the transaction, select a Contact first.

Illustration 6: Discount Item Transaction


7. After that, select an item, the system will automatically deduct the item price for customer. For example, Ali is in 'Standard' for membership category. When "Ali" purchases "Chicken Chop", the system will deduct the price for "Ali". If you insert 10% member discount for Standard member category. When it comes to transaction, customer that is grouped as Standard member category will be given 10% discount on selected item automatically.

Illustration 7: Edit Item Member Details

8. If the item did not set "Available to all member categories", it will pop out a message as below, click "OK".

Illustration 8a: Edit Item Member Details


  • Note: Membership discount is used to give discount to customers who are in the same group and match discount Mem Category's requirement. Customers' membership category can be checked from Contact section.
Illustration 8b: Contacts Membership Category

How to Set Auto Discount

New Item


1. Go to POS Market Login / Register page.

Illustration 1: POS Market Home Page

2. Login to POS Market account.

Illustration 2: Login POS Market Account

3. In your POS Market account home page, go to Item >>> Item >>> New Item.

Illustration 3: POS Market Account Home Page

4. Fill the item details dan click 'Save'.

Illustration 4: Fill Item Details

5. Then, an Attach Price and Location page will pop out.

  • Select 'Price Changeable'.
  • Insert item 'Location' and 'Price Unit'.
  • Insert the item 'Selling Price', 'Disc Type' and 'Discount'. The system will calculate item price after discount in Net Unit Price.
  • Select 'All Mem. Cat', 'All Location' and 'Apply Price Change' to enable price change and give discount to all customers.
  • Click 'Save' to apply the setting.
Illustration 5: Edit Attach Price and Location Page

6. A message box will pop out to inform you that the item location and price have been set. Click 'Ok' to dismiss the message.

Illustration 6: Item Location and Price Have Been Set

7. The new item price change due to discount will be recorded and show in list.

Illustration 7: New Item Price Change recorded

8. Login to POS Client account.

Illustration 8: Login POS Client Account

9. In the POS Terminal, Sync the data, Restart after sync completed.

Illustration 9a: Sync Data
Illustration 9b: Sync Done

10. Then, log out from your POS Terminal and close your POS Client Login.

Illustration 10a: Log out POS Terminal
Illustration 10b: Close POS Client Login

11. Click 'BMO offline pos' icon and login to your POS Client account again.

Illustration 11a: BMO offline pos
Illustration 11b: Login POS Client Account

12. Make sure all the contacts have been inserted their member category. You can go to "Contact List" check from 'Mem. Category' column.

Illustration 12a: Contact List
Illustration 12b: Contact Details

13. To start transaction, choose the contact.

Illustration 13: Choose Contact

14. Discount will be given automatically when you select the item to make payment in POS Client.

Illustration 14: Discount Item Transaction

Bonus Track:

* How to Add Member Category for Customer

1. Firstly, go to Contact section.

Illustration 1: Proceed Contact Section

2. Choose the contact that you want and click "Edit".

Illustration 2a: Choose Contact
Illustration 2b: Edit Contact

3. Go to Membership tab, Member Category and Member Status are currently empty.

Illustration 3: Edit Contact Membership

4. Select Member Category and Member Status for the contact.

Illustration 4: Select Contact Membership

5. Click "Update" to apply.

Illustration 5: Update Contact Membership

6. A message box will pop out and show that the contact info is successfully updated.

Illustration 6: Contact Info Updated

7. To create a new member category, Select 'Membership Category'.

Illustration 7: Membership Category

8. In the Membership Category, click 'New'.

Illustration 8: Edit Membership

9. Enter the category details and click 'Save' and 'Add'.

Illustration 9: New Member Category

10. A message will pop out as the member category successfully added.

Illustration 10: Message of New Member Category is Added

11. The new member category is now added in the Category List.

Illustration 11: New Member Category is Added


Existing Items


1. Go to POS Market Login / Register page.

Illustration 1: POS Market Home Page

2. Login to POS Market account.

Illustration 2: Login POS Market Account

3. In your POS Market account home page, go to Item >>> Item >>> Item Price.

Illustration 3: Go to Item Price

4. To choose an item, click browse button for Item Code.

Illustration 4: Browse for Item

5. Select the item.

Illustration 5: Select Item

6. In the Attach Price and Location page,

  • Select 'Price Changeable'.
  • Insert the item 'Selling Price', 'Disc Type' and 'Discount'. The system will calculate item price after discount in Net Unit Price.
  • Select 'All Mem. Cat' and 'All Location' to give discount to all customers.
  • Click 'Save' to apply the setting.
Illustration 6: Edit Pricing Details

7. A message box will pop out and show that there is an item location and price attached. Click 'OK' to dismiss the message.

Illustration 7: Item Location and Price Attached

8. Login to POS Client account.

Illustration 8: Login POS Client Account

9. In the POS Terminal, Sync the data, Restart after sync completed.

Illustration 9a: Sync Data
Illustration 9b: Sync Done

10. Then, log out from your POS Terminal and close your POS Client Login.

Illustration 10a: Log out POS Terminal
Illustration 10b: Close POS Client Login

11. Click 'BMO offline pos' icon and login to your POS Client account again.

Illustration 11a: BMO offline pos
Illustration 11b: Login POS Client Account

12. Make sure all the contacts have been inserted their member category. You can go to "Contact List" check from 'Mem. Category' column.

Illustration 12a: Contact List
Illustration 12b: Contact Details

13. To start transaction, choose the contact.

Illustration 13: Choose Contact

14. Discount will be given automatically when you select the item to make payment in POS Client.

Illustration 14: Discount Item Transaction