How-to Guide - Configuring Discounts

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Introduction

This guide provides a foundational understanding of the options and capabilities available when configuring discount functionality in the Enactor Retail System. Discount functionality encompasses the full end-to-end setup required to enable discounting at the POS -- from defining the discount types operators can apply, through to exposing those functions in the Sale menu and granting the appropriate user role privileges.

Enactor supports three types of discount operations at the POS:

• Item Discounts - Applied to a specific item in a transaction to reduce its price by a percentage, fixed amount, or new price.
• Transaction Discounts - Applied to the entire transaction, reducing the total by a percentage or fixed amount across all items.
• Price Overrides - Allow the operator to set a new price for a specific item, either increasing or decreasing the original price.

The purpose of this guide is to demonstrate the steps required to configure discount functionality in the Enactor Estate Manager: setting up the discount types available at the POS, configuring the Sale menu to expose discount functions to operators, setting up user role privileges, and broadcasting the configuration to the POS.

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Overview

The following steps are required to enable Discount Reasons at the POS:

1. Item Discounts - Create and configure Item Discount reasons with discount type, amount, and behaviour settings
2. Transaction Discounts - Create and configure Transaction Discount reasons, including the Include Subsequent Items option
3. Price Overrides - Create and configure Price Override reasons with override direction, limits, and constraints
4. Menus - Add discount functions to the Sale menu so operators can access them at the POS
5. User Roles - Assign the required discount privileges to the appropriate user roles
6. Broadcasting - Deliver the configuration to the POS

Prerequisites

Before starting, you should have the following resources in place:

• Enactor Estate Manager
• Enactor POS (configured within the appropriate region, connected to the Estate Manager)
• Standard Configuration, including base configuration and regionally appropriate data

You should be familiar with the following:

• Estate Manager configuration
• Data broadcasting

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Configuration Steps

Discount Reasons

Reasons are created based on a pre-defined Reason Type and associated with the Region in which they apply. Each Reason Type is associated with a specific POS function that captures reasons of that type.

Navigate to Reason Maintenance using the Search or the path: Configuration > Organisation > Reasons

The Reason Maintenance list is displayed. Use the Reason Type and Region filters to locate existing reasons or select Create a New Reason to begin.

The Reason Maintenance list shows all configured reasons. Use the Reason Type and Region filters to view reasons for a specific type. Select Create a New Reason to add a new reason, or use the edit icon on an existing reason to modify it.

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Item Discounts

Item Discount Reasons allow the operator to apply a discount to a specific item in the transaction. This governs how manual discounts are handled at the POS. Item Discount Reasons do not directly affect how promotional discounts are applied.

To create a new Item Discount Reason, select Create a New Reason. The create form is displayed:

Set the Region, select Item Discount as the Reason Type, and enter a unique Reason ID. The ID can be alphanumeric and contain a maximum of 20 characters.

Field	Description
Region	Select the region for which this reason is applicable. Select All Regions to apply the reason globally across all regions.
Reason Type	Select Item Discount from the dropdown.
Reason ID	Enter a unique alphanumeric ID of up to 20 characters, e.g. ID-001.

General Tab

The General tab captures the identity and basic configuration of the reason:

The General tab holds the identity and access settings for the reason. Enter a meaningful Description and configure authorisation and date restrictions as required.

Configuration	Description
Description	A user-friendly name for the reason, alphanumeric, up to 50 characters. Select the locale from the dropdown if multiple locales are configured.
Function Authorisation Code	Select an authorisation code if this reason requires manager approval before it can be applied. Authorisation codes are defined in Role Maintenance.
Capture Reference Number	Tick to prompt the operator to enter a reference number when this reason is used.
Capture Customer Name and Address	Tick to prompt the operator to capture the customer's name and address when this reason is used.
Parent Reason ID	Select a parent reason if a hierarchical reason structure is required.
Reason Start Date	The date from which this reason becomes active at the POS.
Reason End Date	The date after which this reason is no longer available at the POS.

Discount Tab

The Discount tab controls the type and behaviour of the discount:

The Discount tab defines how the discount is calculated and displayed. Set the Discount Type and the corresponding amount or percentage. Tick Allow Overlap to permit this discount when another discount has already been applied.

Configuration	Description
Discount Type	Select the method of discount: Percentage (reduce by a percentage of item price), Amount (reduce by a fixed value), or New Price (replace the item price entirely).
Discount Amount / Percentage	Enter the discount value. For Amount, enter a monetary value. For Percentage, enter a value between 0 and 100.
Rounding Rule	For percentage discounts, select how the result is rounded: Down, Nearest, or Up.
Prompt for Amount?	Tick to prompt the operator to enter the discount value at the POS, rather than using the pre-configured amount.
Apply Discount on Unit Price?	Tick to apply the discount to the unit price of the item rather than the line total.
Maximum Discount Percentage	The maximum discount percentage the operator can apply. Set to 0 for unlimited.
Number of Copy Receipts	Number of additional copy receipts to print when this reason is used (0-5).
Single Use per Transaction?	Tick to restrict this reason to one use per transaction.
Allow Overlap?	Tick to allow this reason to be selected even if another discount has already been applied to the item.
Start Date / End Date	The date range during which this reason is valid. Leave blank for no date restriction.
Start Time / End Time	The time range during which this reason is valid each day. Leave blank for no time restriction.
Print Signature Slip?	Tick to print a signature slip when this reason is used.
Allow On Receipt Return Items?	Tick to allow this reason on receipt return items.
Show on Operator View	Tick to display the discount details on the POS operator screen after application.
Show on Printed Receipt	Tick to print the discount details on the customer receipt.
Disallow After Price Override	Tick to prevent this discount from being applied after a price override has been used on the same item.

Select Save to save the reason.

note

Multiple reasons can be created for the Item Discount Reason Type. All active reasons in the operator's region will be presented as a list for the operator to select from when performing an Item Discount at the POS.

This completes the Item Discounts configuration.

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Transaction Discounts

Transaction Discount Reasons allow the operator to apply a discount to the entire transaction, recalculating the total across all items. The configuration tabs are the same as for Item Discounts, with one additional option in the Modifier tab.

To create a new Transaction Discount Reason, select Create a New Reason:

Set the Region, select Transaction Discount as the Reason Type, and enter a unique Reason ID.

Configure the General tab as described in the Item Discounts section above.

Set the Description and other identity fields on the General tab. The fields are the same as for Item Discount reasons.

Configure the Discount tab as described in the Item Discounts section above:

Configure the Discount tab using the same fields as for Item Discount reasons. Set the discount type, amount or percentage, and display options as required.

Modifier Tab

The Modifier tab contains an additional option specific to Transaction Discount Reasons:

The Modifier tab controls how the transaction discount behaves when items are added after it has been applied. Tick Include Subsequent Items to recalculate the discount total when additional items are added to the basket.

Configuration	Description
Include Subsequent Items	Tick to recalculate the transaction discount amount when additional items are added to the basket after the discount has been applied. If unticked, the discount applies only to the items present at the time it was selected.

Select Save to save the reason.

note

Multiple reasons can be created for the Transaction Discount Reason Type. All active reasons in the operator's region will be presented for selection when performing a Transaction Discount at the POS.

This completes the Transaction Discounts configuration.

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Price Overrides

Price Override Reasons allow the operator to change the price of a specific item - either increasing or decreasing it - by entering a new price at the POS. Constraints such as maximum increase/decrease percentages and fixed prices can be configured per reason.

To create a new Price Override Reason, select Create a New Reason:

Set the Region, select Price Override as the Reason Type, and enter a unique Reason ID.

Configure the General tab as described in the Item Discounts section above:

Set the Description on the General tab. Note that Price Override reasons have fewer tabs than Discount reasons - the Price Override and Modifier tabs replace the Discount tab.

Price Override Tab

The Price Override tab controls the direction and constraints of the price override:

The Price Override tab controls whether the reason permits price increases, decreases, or both, and sets the limits for each. Tick Allow Override Up and/or Allow Override Down as required, and set maximum percentage limits. Set to 0 for unlimited.

Configuration	Description
Allow Override Up?	Tick to allow the price to be increased when this reason is used.
Maximum Percentage Increase	The maximum percentage by which the price can be increased. Set to 0 for unlimited. Read-only if Allow Override Up is not ticked.
Allow Override Down?	Tick to allow the price to be decreased when this reason is used.
Maximum Percentage Decrease	The maximum percentage by which the price can be decreased. Set to 0 for unlimited. Read-only if Allow Override Down is not ticked.
Fixed Price	Set a fixed price to be applied whenever this reason is selected. The operator will not be prompted to enter a price. Set to 0.00 to disable.
Allow On Receipt Return Items?	Tick to allow this reason on receipt return items.
Disallow After Item Discount	Tick to prevent this price override from being applied after an item discount has been applied to the same item.
Apply on Gross	Tick to apply the price override to the gross transaction amount.
Show on Operator View	Tick to display the override details on the POS operator screen after application.
Show on Printed Receipt	Tick to print the override details on the customer receipt.

Modifier Tab

The Modifier tab controls the applicability of the price override across different item types:

The Modifier tab controls which item types this price override applies to. Tick Allow for Merchandise Items to enable the reason for standard stocked items. Set the Price Override Amount Limit to restrict how far the price can be changed; set to 0.00 for unlimited.

Configuration	Description
Price Override Amount Limit	The maximum monetary amount by which the price can be overridden. Set to 0.00 for unlimited.
Allow for Merchandise Items?	Tick to allow this reason to be used on merchandise items.
Allow for Non-Merchandise Items?	Tick to allow this reason to be used on non-merchandise items.
Disallow for Voucher Sales?	Tick to prevent this reason from being used on voucher sales.
Capture Details	Tick to prompt the operator to enter additional details when using this reason.
Disallow Promotions	Tick to prevent promotional discounts from being applied when this reason is used.

Select Save to save the reason.

note

Multiple reasons can be created for the Price Override Reason Type. All active reasons in the operator's region will be presented for selection when performing a Price Override at the POS.

This completes the Price Overrides configuration.

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Menus

To make the discount functions available at the POS, they must be present in the Sale menu. The Sale menu contains the core POS functions available to operators during a transaction.

Navigate to Menu Maintenance using the Search or the path: Configuration > System > Menus

Locate and open the SALE menu. The menu tree is displayed showing the current menu structure:

The SALE menu contains the functions available to operators during a sale transaction. The 5 - Discount / Overrides folder holds the discount-related functions. Use the add-options panel at the bottom to add new menu items or buttons as required.

The following events can be added to the menu for discount functionality:

Reason Type	Event Name	Event ID
Item Discount	Item Discount	ItemDiscount
Transaction Discount	Transaction Discount	TransactionDiscount
Price Override	Price Override	PriceOverride

tip

Menu configuration is covered in detail in the separate How-to Guide for Configuring POS Behavior Menus. Refer to that guide for full instructions on adding, removing, and restructuring menu items.

This completes the Menus configuration.

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User Roles

To allow operators to perform discount operations at the POS, the appropriate privileges must be enabled on their user role. The privileges control both the ability to initiate a discount and the ability to complete (authorise) it.

Navigate to User Role Maintenance using the Search or the path: Configuration > HR > User Roles

Select the role to edit and navigate to the Authorised Functions tab. Filter by Application Package: Enactor POS and the relevant Process to locate the discount privileges:

The Authorised Functions tab controls which POS functions this role can perform. Filter by Enactor POS package and the relevant discount process to locate the required privileges. Tick the checkboxes for the functions to enable.

Configure the following privileges for each discount type as required:

Item Discount

Package	Function ID	Description
Enactor POS	enactor.pos.DiscountItemAllowed	Allows the operator to initiate an item discount at the POS.
Enactor POS	enactor.pos.AuthorisesDiscountItem	Allows the operator (or manager) to complete and authorise the item discount.

Transaction Discount

Package	Function ID	Description
Enactor POS	enactor.pos.TransactionDiscountAllowed	Allows the operator to initiate a transaction discount at the POS.
Enactor POS	enactor.pos.AuthorisesTransactionDiscount	Allows the operator (or manager) to complete and authorise the transaction discount.

Price Override

Package	Function ID	Description
Enactor POS	enactor.pos.PriceOverrideAllowed	Allows the operator to initiate a price override at the POS.
Enactor POS	enactor.pos.AuthorisesPriceOverride	Allows the operator (or manager) to complete and authorise the price override.

info

If a discount reason has a Function Authorisation Code configured, the operator performing the discount must have AuthorisesDiscountItem (or the equivalent for Transaction Discount or Price Override) enabled on their role. If the operator does not have this privilege, a second operator with the privilege must authorise the action.

tip

User Role configuration is covered in detail in a separate How-to Guide. Refer to that guide for full instructions on creating roles and assigning privileges.

Select Save to save the role.

This completes the User Roles configuration.

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Broadcasting

To deliver the configuration changes to the POS, broadcast the following entities:

• Reasons - The Item Discount, Transaction Discount, and Price Override reasons
• Menus - The updated Sale menu
• Roles - The updated user role with discount privileges

info

All three entities must be broadcast for discount operations to function correctly at the POS. Broadcasting Reasons alone is not sufficient - the menu and role configuration must also be delivered.

This completes the Broadcasting configuration.

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POS Functionality

Once the configuration has been broadcast, the following discount operations become available at the POS.

Item Discount Reason Functionality

The Item Discount function is accessible from the item-level sub-menu after selecting a product in the basket.

Screen 1 - The operator adds products to the basket and is presented with the main sale screen:

The main sale screen shows the items in the basket. To apply an item discount, select the item in the basket first to highlight it, then access the item-level function buttons.

Screen 2 - The operator selects the item in the basket. Item-level function buttons are displayed at the bottom:

After selecting an item in the basket, the item-level function buttons appear. Select Item Discount to open the list of configured item discount reasons.

Screen 3 - The list of configured Item Discount Reasons is displayed:

The reason selection screen lists all configured Item Discount Reasons for the operator's region. Select the applicable reason and press OK to apply the discount to the selected item.

Screen 4 - The Item Discount is applied and appears as a line below the item:

The discount is applied as a sub-line beneath the selected item, showing the reason description and the discount amount. The basket total is updated to reflect the discounted price.

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Transaction Discount Reason Functionality

The Transaction Discount function is accessible via the Discount / Overrides button on the main sale screen.

Screen 1 - The operator adds products to the basket:

With products in the basket, select Discount / Overrides to access the transaction-level and item-level discount functions.

Screen 2 - The Discount / Overrides sub-menu is displayed:

The Discount / Overrides sub-menu shows all available discount functions. Select Transaction Discount to open the list of configured transaction discount reasons.

Screen 3 - The list of configured Transaction Discount Reasons is displayed:

Select the applicable transaction discount reason and press OK to apply the discount to the entire transaction.

Screen 4 - The Transaction Discount is applied and appears as a line in the basket:

The transaction discount is applied as a separate line in the basket showing the reason description and the total discount amount. The basket total is updated accordingly.

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Price Override Reason Functionality

The Price Override function is accessible from the item-level sub-menu after selecting a product in the basket.

Screen 1 - The operator adds a product to the basket:

With the product in the basket, select the item to highlight it and access the item-level function buttons.

Screen 2 - The operator selects the item. Item-level function buttons are displayed:

After selecting the item, select Price Override to open the list of configured price override reasons.

Screen 3 - The list of configured Price Override Reasons is displayed:

Select the applicable price override reason and press OK to proceed. The operator will then be prompted to enter the new price.

Screen 4 - The operator is prompted to enter the new price:

Enter the new price for the item using the keypad. The price entered must satisfy the constraints configured on the Price Override Reason (e.g. within the maximum percentage increase). Select OK to apply.

Screen 5 - The Price Override is applied and the basket reflects the new price:

The price override is applied as a sub-line beneath the item, showing the original and new price. The item price and basket total are updated to reflect the overridden price.

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