Use sliding scale discount

In this instructions, we present you how to use Sliding Scale Discount in the POS invoice.

HINT Sliding Scale Discount - Discount amounts intended for a special discount system, which is calculated based on the value of the document

Case summary Calvin Clerk, from the sales department, wants to set discount percentages based on item amounts for a specific customer. In order to do that, the responsible person follows these steps: POS document type setting Setting Sliding Scale Discounts Review changes

1. POS document type setting

In order to set the setting for sliding scale discount in POSX issue document the person responsible selects Settings | Program | Document Types in the main menu.

The  Document Types register window opens.

The person responsible select the checkbox Use sliding scale discount, and save the changes by clicking the  button in the toolbar.

WARNING Changes to the settings must be saved so that they are reflected immediately.

2. Setting Sliding Scale Discounts

The person responsible selects Settings | Subjects | Subjects in the main menu and set the sliding scale discount for his customer.

The changes are saved by clicking the  button in the toolbar.

Hint To add a Sliding Scale Discount, read the Financial Details chapter.

3. Review changes

By invoicing new account to the customer, the responsible person confirmed that the changes that where made are good.

HINT For Creating an POS invoice read chapter Creating an POS invoice.