Envibe: How to configure Discounts

Envibe: How to configure Discounts

Question

How do I configure discounts for sales made through POS?


Answer

A Discount in Envibe will allow users to apply standard discounts to sales made through POS. Common Discounts include, Staff Discounts, Concession Discount and other promotional discounts. 

To configure a Discount:

1. Launch DATA MANAGEMENT.

2. Search and select Discounts.

3. Click NEW.

4. Enter the Discount Name. e.g. Staff Discount

5. Select a Discount Type (Percentage or Rebate).

6. Enter the Percentage or Rebate value.

7. Use the check box to outline if a supervisor is required to approve the discount.

8. Click SAVE.

A screenshot of a discount Description automatically generated


Once a Discount has been configured, it will need to be added to the Policy of which it applies to.
Once added to the Policy, the discount will surface within the Point-of-Sale module. 

To link Discount to Policy:

1. Launch DATA MANAGEMENT.

2. Search and select POLICIES. 

3. Select the Policy that requires the Discount.

4. Click EDIT to update the field Discounts with the required discount and SAVE


  2. Group 63, Grouped object