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How To Navigate POS Discounts, Voids & Promotions

Introduction​

This guide is part of the POS Functionality series, which documents the standard behaviour of the Enactor Point of Sale (POS) in Standard Configuration (SC) for Version 2.7.747.RC2.

The Discounts, Voids and Promotions functions enable operators to apply discounts and price overrides to items or transactions, cancel specific items or entire transactions, and manage the application of automatic promotions. Discounts adjust the price of an item or basket. Voids mark items or transactions as cancelled, displaying a strikethrough effect in the basket. Promotions are applied automatically when configured conditions are met, and can be individually disabled when required.

The purpose of this guide is to demonstrate the steps to perform the following functions on the Enactor POS:

  • Item Discounts - applying a percentage or fixed-amount discount to a selected item
  • Transaction Discounts - applying a percentage or fixed-amount discount to the entire basket
  • Price Override - increasing or decreasing the price of a selected item
  • Item Void - voiding a product that has been added to the basket
  • Item Discount Void - voiding a discount that has been applied to an item
  • Transaction Void - voiding an entire transaction
  • Tender Void - voiding a part payment tender from the basket
  • Scan Item Void - voiding a basket item by scanning its barcode
  • Disable Promotion - preventing a specific promotion from being applied to the current transaction
info

This guide covers the POS as experienced by the operator at the till. It does not cover Estate Manager configuration. All screens shown are POS terminal screens.

Overview​

This guide covers the following sections:

  1. Item Discounts - Selecting a basket item and applying a discount reason code to reduce the item price by a fixed percentage, fixed amount, or discretionary value.
  2. Transaction Discounts - Applying a discount reason code to the entire basket to reduce the total transaction value.
  3. Price Override - Selecting a basket item and applying a price override reason code to set a new price, either higher or lower than the original.
  4. Item Void - Selecting a basket item and applying a void reason code to cancel the item within the transaction.
  5. Item Discount Void - Selecting a discounted item and applying a void reason code to cancel the discount previously applied.
  6. Transaction Void - Voiding an entire transaction using a transaction void reason code.
  7. Tender Void - Selecting a part payment tender and applying a void reason code to remove it from the transaction.
  8. Scan Item Void - Scanning a basket item's barcode to void it, using an item void reason code.
  9. Disable Promotion - Selecting an active promotion and disabling it so that it is not applied to the current transaction.

Discounts / Overrides​

The Discounts / Overrides function enables operators to apply discounts and price overrides.

Upon applying a discount or price override, the new value details will be displayed on the item or the basket.

This functionality allows operators to adjust the price of an item or the total cost of a basket.

Path: Enactor POS > Sale > Discount / Overrides

Item Discounts​

The Item Discount function enables operators to apply discounts to individual items.

This feature prompts the operator to select the item and item discount reason.

This functionality allows operators to adjust the price of an individual item according to specific circumstances.

Path: Discount / Overrides > Item Discount

The following item discount reasons are available:

Reason IDReason NameDescription
ID-UK-0110% Item DiscountApplies a 10% discount to the selected item.
ID-UK-0220% Item DiscountApplies a 20% discount to the selected item.
ID-UK-03Manager Item Discount (%)Applies a discretionary discount percentage to the selected item (highest allowed percentage is 100%). Requires sign-on details of authorising user.
ID-UK-04Manager Item Discount (Amount)Applies a discretionary discount amount to the selected item (amount cannot exceed the value of the item). Requires sign-on details of authorising user.
ID-UK-05Employee 20% DiscountApplies a 20% discount to the selected item. Requires employee details.
ID-UK-06Item Discount - Percentage RangeApplies a discretionary discount percentage to the selected item (highest allowed percentage is 80%).
ID-UK-07Range Item Discount (Amount)Applies a discretionary discount amount to the selected item (amount cannot be higher than £8).
ID-UK-08£1.00 Item Disc. - Witness CaptureApplies a £1 discount to the selected item. Requires sign-on details for a witness (current user cannot be a witness).

Item Discount Procedure​

  1. From the Sale screen, add the item to be discounted to the basket.
  2. Select the item in the basket, then select Discount / Overrides from the function buttons and choose Item Discount.
  3. A list of item discount reasons is displayed - select the appropriate reason.
  4. If the reason requires additional details (authorising sign-on, employee details, or witness sign-on), provide these when prompted.
  5. The discount is applied to the item. The item's discounted price is displayed in the basket.

Enactor POS basket screen showing an item selected for discounting. The Discount / Overrides function button is visible in the function panel.

Item Discount - Item Selected - select the item in the basket and navigate to Discount / Overrides > Item Discount to begin the item discount process.

Enactor POS Item Discount reason selection screen showing item discount reason codes as selectable buttons, including ID-UK-01 through ID-UK-08.

Item Discount - Reason Selection - select the appropriate item discount reason. Reasons requiring authorisation (ID-UK-03, ID-UK-04) or witness sign-on (ID-UK-08) will prompt for additional details.

Enactor POS basket screen after Item Discount showing the selected item with the discount applied. The item's new reduced price is displayed in the basket.

Item Discount - Discount Applied - the discount is applied to the item and the updated price is displayed in the basket. Proceed to tender to complete the transaction.

This completes the Item Discount procedure.

Transaction Discounts​

The Transaction Discounts function enables operators to apply discounts to the entire basket.

This feature prompts the operator to select a reason code.

This functionality allows operators to adjust the total cost of a basket according to specific circumstances.

Path: Discount / Overrides > Transaction Discount

The following transaction discount reasons are available:

Reason IDReason NameDescription
TD-UK-0110% Transaction DiscountApplies a 10% discount to the transaction.
TD-UK-0220% Transaction DiscountApplies a 20% discount to the transaction.
TD-UK-03Manager Transaction Discount (%)Applies a discretionary discount percentage to the transaction (highest allowed percentage is 100%). Requires sign-on details of authorising user.
TD-UK-04Manager Transaction Discount (Amount)Applies a discretionary discount amount to the transaction (amount cannot exceed the total value of the transaction). Requires sign-on details of authorising user.
TD-UK-05Employee 20% DiscountApplies a 20% discount to the transaction. Requires employee details.
TD-UK-06£1.00 Trans. Disc. - Witness CaptureApplies a £1 discount to the selected item. Requires sign-on details for a witness (current user cannot be a witness). Requires a discount explanation.

Transaction Discount Procedure​

  1. From the Sale screen, add items to the basket.
  2. Select Discount / Overrides from the function buttons and choose Transaction Discount.
  3. A list of transaction discount reasons is displayed - select the appropriate reason.
  4. If the reason requires additional details (authorising sign-on, employee details, witness sign-on, or discount explanation), provide these when prompted.
  5. The discount is applied to the transaction. The basket total reflects the reduced amount.

Enactor POS Transaction Discount reason selection screen showing transaction discount reason codes as selectable buttons, including TD-UK-01 through TD-UK-06.

Transaction Discount - Reason Selection - select the appropriate transaction discount reason. Reasons requiring authorisation (TD-UK-03, TD-UK-04) or witness sign-on (TD-UK-06) will prompt for additional details.

Enactor POS basket screen after Transaction Discount showing the discount applied to the transaction total. The basket total reflects the reduced amount.

Transaction Discount - Discount Applied - the transaction discount is applied and the basket total is updated to reflect the reduced amount. Proceed to tender to complete the transaction.

This completes the Transaction Discount procedure.

Price Override​

The Price Override function enables operators to change item prices by applying price overrides.

This feature prompts the operator to select an item, a price override reason, and enter the new price.

This functionality allows operators to adjust the price of an individual item according to specific circumstances.

Path: Discount / Overrides > Price Override

The following price override reasons are available:

Reason IDReason NameDescription
PO-UK-01Price Override UpIncreases the price of the selected item (new price cannot be lower than original).
PO-UK-02Price Override DownDecreases the price of the selected item (new price cannot be higher than original).
PO-UK-03Price Override PercentageIncreases or decreases the price of the selected item (maximum percentage increase is 80%, maximum percentage decrease is 10%).
PO-UK-05Price Override Up - witness captureIncreases the price of the selected item (new price cannot be lower than original). Requires sign-on details for a witness (current user cannot be a witness).

Price Override Procedure​

  1. From the Sale screen, add the item to be overridden to the basket.
  2. Select the item in the basket, then select Discount / Overrides from the function buttons and choose Price Override.
  3. A list of price override reasons is displayed - select the appropriate reason.
  4. If the reason requires a witness sign-on, provide these details when prompted.
  5. The POS prompts the operator to enter the new price for the item.
  6. Enter the new price using the numeric keypad and press ENT.
  7. The item's price is updated in the basket to reflect the overridden value.

Enactor POS basket screen showing an item selected for a price override. The Discount / Overrides function button is visible.

Price Override - Item Selected - select the item in the basket and navigate to Discount / Overrides > Price Override to begin the price override process.

Enactor POS Price Override reason selection screen showing price override reason codes as selectable buttons: PO-UK-01 Price Override Up, PO-UK-02 Price Override Down, PO-UK-03 Price Override Percentage, PO-UK-05 Price Override Up witness capture.

Price Override - Reason Selection - select the appropriate price override reason. The witness capture reason (PO-UK-05) will prompt for witness sign-on details.

Enactor POS Price Override new price entry screen. The operator is prompted to enter the new price for the item using the numeric keypad.

Price Override - Enter New Price - enter the new price for the item using the numeric keypad, then press ENT to apply the override.

Enactor POS basket screen after Price Override showing the selected item with the overridden price applied. The item's new price is displayed in the basket.

Price Override - Price Applied - the price override is applied to the item and the updated price is displayed in the basket. Proceed to tender to complete the transaction.

This completes the Price Override procedure.

Voids​

The Voids function enables operators to void various entities during a transaction, including items, item discounts, transactions, and tenders.

Upon performing a void, the basket will add a strikethrough effect to the affected item.

If the last remaining product in the basket is voided, the POS will finalise the void as a transaction void.

This functionality allows operators to cancel or reverse specific actions during a transaction.

Path: Enactor POS > Sale > Voids

Item Void​

The Item Void function enables operators to void products that have been added to the basket.

This feature prompts the operator to select the item to be voided and a reason code.

These functionalities allow operators to cancel or reverse the addition of specific items to a transaction.

Path: Voids > Item Void

The following item void reasons are available:

Reason IDReason NameDescription
IV-01Item FaultyIndicates the item is damaged or faulty.
IV-02Customer Left StoreIndicates the customer has left the store.
IV-03Operator ErrorIndicates the operator has mistakenly added the item to the basket.
IV-04Item Faulty - Witness CaptureIndicates the item is damaged or faulty. Requires sign-on details for a witness (current user cannot be a witness).
note

If the last remaining product in the basket is voided, the POS will automatically finalise the void as a Transaction Void.

Item Void Procedure​

  1. From the Sale screen, select the item to be voided in the basket.
  2. Select Voids from the function buttons, then select Item Void.
  3. A list of item void reasons is displayed - select the appropriate reason.
  4. If the reason requires a witness sign-on (IV-04), provide these details when prompted.
  5. The item is voided. A strikethrough effect is applied to the item in the basket.

Enactor POS basket screen showing an item selected for voiding. The Voids function button is visible in the function panel.

Item Void - Item Selected - select the item in the basket and navigate to Voids > Item Void to begin the item void process.

Enactor POS Item Void reason selection screen showing void reason codes as selectable buttons: IV-01 Item Faulty, IV-02 Customer Left Store, IV-03 Operator Error, IV-04 Item Faulty Witness Capture.

Item Void - Reason Selection - select the appropriate item void reason. The witness capture reason (IV-04) will prompt for witness sign-on details.

Enactor POS basket screen after Item Void showing the voided item with a strikethrough effect. The basket total is updated to exclude the voided item.

Item Void - Item Voided - the item is voided and a strikethrough effect is applied to it in the basket. The basket total is updated accordingly. Proceed to tender to complete the transaction.

This completes the Item Void procedure.

Item Discount Void​

The Item Discount Void function enables operators to void all types of discounts that have been applied to a product.

This feature prompts the operator to select a reason code from a list to finalise the item discount void.

This functionality allows operators to cancel or reverse the application of discounts to specific items in a transaction.

Path: [select item discount] > Item Void

The following item discount void reasons are available:

Reason IDReason NameDescription
IDV-01Invalid discountIndicates the wrong discount has been applied to the item.
IDV-02OtherIndicates there is another reason to void the item discount.
IDV-03Operator ErrorIndicates an operator has mistakenly added the discount to the item.

Item Discount Void Procedure​

  1. From the Sale screen, select the discounted item in the basket.
  2. Select the discount entry applied to the item, then select Item Void.
  3. A list of item discount void reasons is displayed - select the appropriate reason.
  4. The discount is voided and removed from the item. The item's original price is restored in the basket.

Enactor POS basket screen showing a discounted item selected ready for the discount to be voided. The Item Void option is available for the discount entry.

Item Discount Void - Discount Selected - select the discount entry on the item in the basket, then choose Item Void to begin the item discount void process.

Enactor POS Item Discount Void reason selection screen showing void reason codes: IDV-01 Invalid discount, IDV-02 Other, IDV-03 Operator Error.

Item Discount Void - Reason Selection - select the appropriate item discount void reason to confirm the void.

Enactor POS basket screen after Item Discount Void showing the discount removed from the item. The item's original price is restored in the basket.

Item Discount Void - Discount Voided - the item discount is voided and the item's original price is restored in the basket. Proceed to tender to complete the transaction.

This completes the Item Discount Void procedure.

Transaction Void​

The Transaction Void function enables operators to void transactions at any stage of the transaction.

This feature prompts the operator to enter a reason for the void.

This functionality allows operators to cancel or reverse an entire transaction.

Path: Voids > Transaction Void

The following transaction void reasons are available:

Reason IDReason NameDescription
TV-01Customer Left StoreIndicates the customer has left the store.
TV-02Item FaultyIndicates the item is faulty.
TV-03Operator ErrorIndicates the operator has mistakenly started the transaction.
TV-04Customer Left Store - Witness CaptureIndicates the customer has left the store. Requires sign-on details for a witness (current user cannot be a witness).

Transaction Void Procedure​

  1. From the Sale screen, select Voids from the function buttons, then select Transaction Void.
  2. A list of transaction void reasons is displayed - select the appropriate reason.
  3. If the reason requires a witness sign-on (TV-04), provide these details when prompted.
  4. The entire transaction is voided. The POS returns to the Sale screen ready for a new transaction.

Enactor POS Transaction Void reason selection screen showing void reason codes: TV-01 Customer Left Store, TV-02 Item Faulty, TV-03 Operator Error, TV-04 Customer Left Store Witness Capture.

Transaction Void - Reason Selection - select the appropriate transaction void reason. The witness capture reason (TV-04) will prompt for witness sign-on details.

Enactor POS Transaction Void confirmation screen. The POS prompts the operator to confirm the transaction void before proceeding.

Transaction Void - Confirmation - confirm the transaction void to proceed. The entire transaction will be cancelled and the POS will return to the Sale screen.

Enactor POS basket screen showing transaction items with strikethrough effect applied following a Transaction Void.

Transaction Void - Basket (Voided) - all items in the basket are voided with a strikethrough effect applied. The transaction void is recorded and the POS proceeds to finalise.

Enactor POS screen confirming the transaction void is complete. The POS returns to the Sale screen ready for a new transaction.

Transaction Void - Complete - the transaction void is complete. The POS returns to the Sale screen ready for a new transaction.

This completes the Transaction Void procedure.

Tender Void​

The Tender Void function enables operators to void and remove part payment tenders from the basket, except for card type tenders.

Once a tender has been added, the operator can void it using this feature.

This function prompts the operator to select a reason code.

This functionality allows operators to cancel or reverse the addition of specific tenders to a transaction.

Path: Enactor POS > Sale > Tender > [select tender] > Void Tender

note

Card type tenders cannot be voided using the Tender Void function.

The following tender void reasons are available:

Reason IDReason NameDescription
ITV-01Invalid tenderIndicates the wrong tender has been selected.
ITV-02OtherIndicates there is another reason to void the tender.

Tender Void Procedure​

  1. From the Sale screen, proceed to tender and add a part payment tender to the transaction.
  2. Select the tender entry in the basket, then select Void Tender.
  3. A list of tender void reasons is displayed - select the appropriate reason.
  4. The tender is voided and removed from the transaction. The outstanding balance is restored.

Enactor POS tender screen showing a part payment tender added to the transaction ready to be voided. The Void Tender option is available.

Tender Void - Tender Selected - select the tender entry and choose Void Tender to begin the tender void process.

Enactor POS Tender Void reason selection screen showing void reason codes: ITV-01 Invalid tender, ITV-02 Other.

Tender Void - Reason Selection - select the appropriate tender void reason to confirm the void.

Enactor POS tender screen after Tender Void showing the tender removed from the transaction. The outstanding balance is restored to the full transaction amount.

Tender Void - Tender Voided - the tender is voided and removed from the transaction. The outstanding balance is restored. Select a new tender method to complete the transaction.

This completes the Tender Void procedure.

Scan Item Void​

The Scan Item Void function enables operators to void an item present in the basket by scanning it again.

This feature prompts the operator to scan the product and select a reason code.

This functionality allows operators to quickly and easily cancel or reverse the addition of specific items to a transaction by scanning their barcode.

Path: Voids > Scan Item Void

note

Refer to the Item Void reasons table for details about the void reason codes used in this function.

Scan Item Void Procedure​

  1. From the Sale screen, select Voids from the function buttons, then select Scan Item Void.
  2. The POS prompts the operator to scan the item to be voided.
  3. Scan the barcode of the item to be voided.
  4. A list of item void reasons is displayed - select the appropriate reason.
  5. If the reason requires a witness sign-on (IV-04), provide these details when prompted.
  6. The item is voided. A strikethrough effect is applied to the item in the basket.

Enactor POS Scan Item Void scan prompt screen. The POS prompts the operator to scan the barcode of the item to be voided.

Scan Item Void - Scan Item - scan the barcode of the item to be voided. The POS will identify the item in the basket and proceed to reason selection.

Enactor POS Scan Item Void reason selection screen showing item void reason codes as selectable buttons: IV-01 Item Faulty, IV-02 Customer Left Store, IV-03 Operator Error, IV-04 Item Faulty Witness Capture.

Scan Item Void - Reason Selection - select the appropriate item void reason. The witness capture reason (IV-04) will prompt for witness sign-on details.

Enactor POS basket screen after Scan Item Void showing the scanned item voided with a strikethrough effect. The basket total is updated to exclude the voided item.

Scan Item Void - Item Voided - the scanned item is voided and a strikethrough effect is applied in the basket. The basket total is updated accordingly. Proceed to tender to complete the transaction.

This completes the Scan Item Void procedure.

Promotions​

The Promotions function enables promotions to be automatically applied to the basket based on their configuration and once all their conditions are met.

Promotions can be configured to include or exclude certain items, item groups, or other criteria.

Additionally, a setting can be enabled to alert the operator when a promotion is nearly triggered.

This functionality allows operators to apply promotions to transactions according to specific rules and conditions.

The following standard promotions are available in the UK configuration:

Promotion IDPromotion TypePromotion DescriptionThreshold Count / Value / PointsBenefit
UK_001Cheapest Product FreeCheapest Product Free in the transactionCheapest product free in the item bag
UK_002Dearest Product FreeDearest Products Free in the transactionDearest product free in the item bag
UK_003Fixed PriceBuy 2 for £502Buy 2 products for a fixed price in the item bag
UK_004Fixed Price by ItemGet £200 on Items for selected products5Get £200 on Items for selected products in the item bag
UK_005Offer-price promotionOffer-price promotion2Offer-price promotion for selected products in the item bag
UK_007Points MultiplierLoyalty Customer Points Multiplier promo1The Points Multiplier promotional reward multiplies the loyalty points already accrued to the Transaction by a factor specified in the Reward Value property.
UK_008Spend £1000 & get £5 Voucher FreeSpend £1000 & get £5 Voucher Free£2,000.00This promotion will trigger when Spend £1000 & get £5 Voucher Free
UK_009Spend X Get Free ProductSpend 5000 Get Free Product£5,000.00Spend 5000 Get Free Product in the item bag
UK_010Spend X and Get YSpend £500 get £20 off£500.00Spend £500 get £20 off from the total amount
UK_011Spend X and Get YSpend £5000 get £200 offSpend £5000 get £200 off from the total amount
UK_012Fee OverrideFee Override1
UK_013Additional PointsAdditional Points1Gets additional points when the selected product adds to the item bag
UK_014Amount Discount£20 Discount for selected productsGets £20 Discount for selected products in the item bag
UK_015Amount Discount£20 Discount for Transactions with above 2 product2Gets £20 Discount for Transactions with above 2 product in the item bag
UK_016Amount Discount By ItemAmount Discount By ItemGets £50 Discount for selected products in the item bag
UK_017Gift CardGift card Promo - UKGet £15.00 worth gift card free for selected products
UK_018Gift CardGift card Promo Transaction - UKGet £10.00 worth gift card free for transactions with above 2 product in the item bag

Enactor POS basket screen showing a promotion automatically applied to the transaction. The promotion discount line is visible in the basket.

Promotions - Promotion Applied - when promotion conditions are met, the promotion is automatically applied to the basket and the discount or benefit is shown as a line item.

Enactor POS screen showing a promotion nearly triggered alert or promotion details screen. The operator is informed that a promotion is close to being applied.

Promotions - Promotion Detail - the POS can alert the operator when a promotion is nearly triggered or display details of a promotion that has been applied.

Disable Promotion​

The Disable Promotion function enables operators to disable promotions.

This feature prompts the operator to select the promotion to disable.

This functionality allows operators to prevent promotions from being applied to transactions in certain situations.

Path: Enactor POS > Sale > Discount / Overrides > Disable Promotion

Disable Promotion Procedure​

  1. From the Sale screen, select Discount / Overrides from the function buttons, then select Disable Promotion.
  2. The POS displays a list of active promotions available to disable - select the promotion to be disabled.
  3. The selected promotion is disabled for the current transaction and will not be applied even if its conditions are met.

Enactor POS Disable Promotion screen showing a list of active promotions that can be disabled for the current transaction.

Disable Promotion - Promotion Selection - select the promotion to be disabled from the list of active promotions.

Enactor POS Disable Promotion confirmation screen. The operator is prompted to confirm that the selected promotion should be disabled for the current transaction.

Disable Promotion - Confirmation - confirm the selection to disable the promotion for the current transaction.

Enactor POS basket screen after Disable Promotion showing the promotion has been disabled. The basket no longer applies the disabled promotion even if conditions are met.

Disable Promotion - Promotion Disabled - the promotion is disabled for the current transaction and will not be applied. Proceed to tender to complete the transaction.

This completes the Disable Promotion procedure.