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Employee Sales

Employee Sales​

Slide 40

Objectives​

Objectives

At the end of this session, you will be able to:

  • Understand and explain the different types of employee discounts available
  • Understand and explain the purpose of the employee sales mode
  • Understand the purposes of the Employee Sales reason code
  • Configure an Employee Discount scheme that includes limited discount allowances

Practical Exercise

  • Employee Sales Configuration Exercise

Configuration Topics​

Configuration Topics

  • Employee Sales Mode - configuring the POS for employee sales
  • Employee Discount Reasons - defining the reasons available when applying employee discounts
  • Employees - creating and managing employee records

Other Topics

  • Employee Sales Mode - using employee sales mode at the POS
  • Promotions - how promotions interact with employee discounts

Exercise 3 - Employee Sales​

  1. Create an Employee Record: ID - TRAINx; Name as you wish; Set Employee Allowance Discount of 20%; Set Allowance of 5000 kr
  2. Create / Check the Employee Account: Type - Discount Balance; Account ID - same ID as your Employee, i.e. TRAINx; Set Status to Active and Balance to 5000 kr (this is the employee's starting discount allowance)
  3. On the POS, start an Employee Sale - enter the TRAINx ID and check the employee details come up correctly
  4. Sell some items and check the discount given
  5. Review the Employee discount balance information on the receipt

Further Reading​

For additional information and further reading on Employee Sales, please see the following guides:

DocumentDescription
How to: Configure Employee SalesConfiguring employee sales mode, employee discount reasons, and employee records