Discounts

Overview

The Discounts submodule is used to create and manage discounts that can be applied during billing. Created discounts can be selected and applied in the POS module during live billing.

Discounts can be configured with a fixed amount or a percentage, along with a minimum purchase value and a validity period.

Interface Overview

The Discounts page provides the following controls:

  • Search – Quickly locate discounts using keywords.

  • Filter – Filter discounts based on available criteria.

  • Refresh – Reload the latest discount records.

  • Add Discounts – Create a new discount.

  • Action Menu (⋮) – Manage an existing discount record.

The discount list displays:

  • Discounts Code

  • Discounts Name

  • Value

  • Minimum Price

  • Start Date

  • End Date

  • Branch

Creating a Discount

To create a new discount:

  1. Open Master Data → Discounts.

  2. Click Add Discounts.

  3. Enter the required discount details.

  4. Click Save.

The following information can be configured:

Field

Description

Discounts Name

Name of the discount. This field is required.

Branch

Branch where the discount is applicable. This field is required.

Discounts Type

Determines whether the discount is a fixed amount or percentage.

Start Date

Date and time from which the discount becomes valid.

End Date

Date and time until which the discount remains valid.

Discounts Value

Value of the discount based on the selected discount type.

Minimum Discounts Price

Minimum purchase amount required for the discount to apply.

Description

Optional description of the discount.

Discount Type

The Discounts Type determines how the discount value is applied:

  • Rupees (₹) – Applies a fixed monetary discount.

  • Percentage (%) – Applies the specified percentage as a discount.

For example, a discount of ₹50 deducts ₹50 from the applicable bill, while a discount of 10% deducts 10% of the applicable amount.

Editing a Discount

To modify an existing discount:

  1. Locate the required discount.

  2. Click the ⋮ menu.

  3. Select Edit.

  4. Update the required information.

  5. Click Save.

The discount details can be updated according to the available fields.

Deleting a Discount

To remove a discount:

  1. Locate the required discount.

  2. Click the ⋮ menu.

  3. Select Delete.

  4. Confirm the deletion.

Deleted discounts will no longer be available for selection during billing.

Applying Discounts in POS

Created discounts can be applied during live billing from the POS module.

When a customer qualifies for a configured discount, the applicable discount can be selected during the billing process. The system applies the discount according to its configured type, value, minimum purchase requirement, branch, and validity period.

Notes

  • Discounts are available in POS only when their configured conditions are satisfied.

  • The Start Date and End Date determine the validity period of the discount.

  • The Minimum Discounts Price specifies the minimum purchase amount required to apply the discount.

  • A discount can be configured as either a fixed ₹ amount or a percentage.

  • Discounts should be configured for the appropriate branch before being used in billing.