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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

  • Exercise 47 - Employee
  • Exercise 48 - Employee Reason
  • Exercise 49 - POS - Employee Sale

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 47 - Employee​

This will be a group exercise

  1. Open Employees; Create: Employee ID - EMP0007; Create
  2. Enter: Surname - Potter; Forename - Harry; Employee Discount - 20%; Employee Allowance Discount - 40%; Employee Discount Allowance - 1000.00; Requires Identity - tick
  3. Save

Exercise 48 - Employee Reason​

This will be a group exercise

  1. Open Reasons; Create: Region - UK; Reason Type - Employee Sale; Reason ID - ES-01; Create
  2. Enter: Description - My Employee Reason
  3. Employee Sale Tab: Capture Employee ID - tick; Affect Employee Balance - tick; Commit Balance Online - tick; Adjust Balance by - Discount; Check in Employee Database - tick; Discount Type - Employee; Rounding Rule - Nearest
  4. Applicable Tenders Tab: Employee Account - tick
  5. Save

Exercise 49 - POS - Employee Sale​

This will be a group exercise

  1. Sign on
  2. Select Sale; Select More; Select Employee; Select Select Employee Sale
  3. Select Reason - Employee Grade
  4. Enter EMP0007
  5. Add product to basket - SHIRT
  6. Add product to basket - TV
  7. Total the transaction
  8. Pay with Cash

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