Discounts and custom amounts

Discount a line

1. On the line in Current sale, choose Discount.
2. Choose the Type, Percentage or Fixed amount, and type the Value.
3. Choose Apply.

A discount over the Discount approval threshold (10% unless an administrator changes it) needs a supervisor. You are asked when you take the payment: the Discount authorisation dialog asks for a Reason code and an explanation, and the supervisor approves. Then choose Authorise discount and take payment. The approval is recorded in the audit trail.

Charge a custom amount

For a one-off charge that is not in the catalogue, such as a replacement key:

1. In Catalogue, choose Custom amount….
2. Fill in the Description, the Amount (VAT inclusive) and the VAT rate.
3. Choose the Accounting code and the Department (Cost Centre), so the income can be booked.
4. Choose Add to sale.

Then take the payment as usual.