Discounts and promotions - create them in the panel, apply them on the POS and see them in reports

Applies to the Admin Panel, Invu POS 6.10.1 and Reports 2.1. Labels are shown as they appear when the panel and the POS are in English. For Clau loyalty benefits, see "Clau.io on the POS". For each item's "Promotion Price", see "Menu items - create them, change prices and taxes, and see them on the POS".

Most important:

• Discounts are applied by the cashier by hand. Promotions are applied by the POS on its own, without anyone choosing them.
• Any change reaches the POS only after Update Data on each device.
• To remove a discount, choose None in the list.

1. Create a discount (panel)

1. Go to Settings > Payment, Discount & Taxes > Discounts and tap Create Discount.
2. Enter the Description: it is the name the cashier sees and it cannot repeat. The Code can stay empty.
3. Choose the Discount Type (its options show in Spanish) and the Value:
   • Fixed percentage or fixed amount: the POS applies the value as is.
   • Open percentage or open amount: the cashier types the number on the POS, and the Value is the most they can type (0 = no limit).
   • Exento (exempt): removes the tax from the whole order; it does not lower the price.
4. For percentage discounts you can set a money cap with Max amount to apply. For example, 20% capped at 10.00 on a 100.00 bill takes off 10.00.
5. Leave the Status as Active. Ask for Comment comes checked: the POS will ask for the reason. Uncheck it if you do not want that.
6. Tap Create Discount. To limit it, on the discount's detail:
   • Assign Employees: move to Unassigned anyone who must not use it. By default everyone can.
   • Assign Categories: move to Unassigned the subcategories where it must not apply. By default it applies to all.
7. In Settings > Users and Roles > POS Roles, give the right permission:
   • Add Global Discount to Order: the Discounts button on the payment screen.
   • Add Discount to Individual Items: a discount from the item's line.
8. On each device, press and hold the Invu logo and choose Update Data.

• Once a discount has sales, its name and code cannot be changed.
• The delete button only shows on inactive discounts. Deactivating is better.
• An item with Allow discounts on item? turned off (in its form, prices section) does not take any discount.

2. Apply a discount on the POS

To the whole order:

1. In the order, tap Pay Order and then Discounts.
2. If it asks for a PIN, use one from an employee with Add Global Discount to Order. If the signed-in employee already has the permission, it does not ask.
3. Choose the discount and, if it is open, enter the percentage or the amount.
4. Choose Apply to order, or Apply to items to put it on each line.
5. If it asks for the reason ("Why you want to apply the discount?"), type it.

To one or more items:

1. Tap the item's line and choose Add Discount.
2. For several lines, choose Add Discount to Items, tap each line and then Apply to items.
3. Use the PIN of an employee with Add Discount to Individual Items if it asks, and choose the discount.

How it is calculated:

• The discount is taken off before tax and includes modifiers.
• Each line takes one discount, and the order one: a new one replaces the previous one. An item discount and an order discount can be combined.
• With Apply to items, an amount discount is applied in full to each line (5.00 on 3 lines = 15.00).
• A percentage tip is calculated on the subtotal after discounts.
• Discount in base of Total Order (in Settings > System > Settings, Services section) only changes amount discounts. With it on, a 1.00 discount lowers the charge by exactly 1.00. Without it, the amount is taken off before tax and the customer saves a bit more (1.07 with a 7% tax).
• The Max amount to apply cap is calculated when the discount is applied. Apply it once the order is complete.

Remove a discount:

• From a line: tap the item > Add Discount > None.
• From the order: Pay Order > Discounts > None and then Apply to order (or Apply to items to remove it from every line).

A closed order cannot be edited: to fix it, issue a credit note.

3. Discounts by customer group

1. Create the group in Settings > System > Client Groups and use Assign Discounts.
2. Assign the group on each customer's record.

• A discount assigned to a group only shows when the order's customer belongs to that group. For everyone else, and on orders with no customer, it disappears from the list.
• It is not applied automatically: the cashier attaches the customer to the order and then picks the discount in Discounts.
• Deactivating the group does not free the discount: remove it from the group.

4. Create an automatic promotion

1. In the side menu, go to Promotions > Promotions and tap Create Promotions.
2. Enter the Promotion Name and choose the Type: By Item (choose the item) or By Category (choose the subcategory).
3. Choose the Promotion Type and enter the Value / Discount:
   • VALUE: final price per unit.
   • DISCOUNT: discount percentage.
   • PROMOTION: amount to take off per unit.
4. Quantity: enter 1 so it applies to each one-unit line. The line must have exactly that quantity: if the cashier raises it to 2, the normal price comes back.
5. Start Date and End Date: the End Date is not included. For the promotion to last through the 31st, set the 1st of the next month as the End Date.
6. Start Timing and End Timing: they must be different and within the same day. For the whole day, use 00:00 to 23:59. If they are equal, the promotion never applies.
7. Check the days (with none checked, it applies every day), leave the Status as Active and tap Create Promotion.
8. Run Update Data on each device and test by adding the item to a new order.

• The promotion changes the item's price in the order. On the pre-check, the item shows its normal price with Special Price below it.
• It uses the normal Sale Price as its base: if a promotion matches, the item's promotion price and the order-type price are ignored.
• It is checked when the item is added or its quantity changes, using the device's date and time. An item added before the start time keeps its price.
• Open-price items do not use promotions.
• The order type and the customer do not affect promotions.

5. Courtesies and invoices

• There is no "courtesy" type: use a 100% discount.
• An order with a total of 0 does not generate an electronic invoice: the POS prints a ticket without authorization. Registers with a fiscal printer do not print the invoice either. In Peru, with 100% Fiscal Discount? on (Tax Bill section of Settings), it is issued.
• Panama: on the electronic invoice, a discounted line with more than one unit may show as quantity 1, with the line's total price.
• Mexico: the CFDI shows prices already discounted; the "Descuento" field is 0.
• El Salvador: an order with the Exento discount is reported as an exempt sale.

6. See the discounts given

• In the panel: Reports > Reports 2.1 > Sales > Discounts. Choose the dates and tap Search. There is one row per discount; each row's + shows the orders, the reason and who approved it.
• On the POS: the long report has a discounts section.

Why the totals do not match:

• Net Discount is without tax; with Discount in base of Total Order, the POS shows the discount with tax.
• Credit notes in the range subtract.
• The Exento discount adds to Exempt Amount, not to Net Discount.
• Promotions lower the price and do not show in this report.

Common problems

• The discount does not show in the list (only "None"). Check that it is Active and that Update Data was run. Also check that the authorizing employee is not in Unassigned and that the discount is not in a customer group other than the order customer's.
• It does not show on an item. The discount is blocked for the item's subcategory, it is Exento (order only) or the item has no subcategory.
• The PIN screen shakes. That PIN does not have Add Global Discount to Order (Discounts button) or Add Discount to Individual Items (from the item).
• "Discount can't be add to order or items by Items: …" The item has Allow discounts on item? turned off.
• "Discount Applied" shows with "…by Categories" and only Apply to items is left. Some items belong to subcategories blocked for that discount.
• "Discount exceed subtotal of order" or "…of item". The amount is larger than the order or the line. With Apply to items, each line gets the full amount.
• The keypad does not accept the number. It is above the open discount's maximum Value, or above 100%.
• The percentage takes off less than expected. The discount has Max amount to apply.
• The customer saves more than the fixed amount. Discount in base of Total Order is off.
• The promotion does not apply. Check, in this order:
  1. That it is active and Update Data was run.
  2. That the type is By Item or By Category.
  3. The dates (the end date is not included), the days and the times (different, within the same day).
  4. That the line has exactly the configured Quantity.
• The normal price came back when the quantity changed. The promotion's Quantity no longer matches the line's.
• I cannot split the bill. The items have a discount and the employee does not have Allow Splitting Bill with Discounts.