About Retail Discount Reasons

Retail Discount Reasons are managed via the POS Back Office.

They explain why a specific retail product is discounted. They also impact the tax calculation of the discounted item. The retail discount reasons must exist before creating a promotion or adding a retail discount on a Make Sale.

The Retail Discount Reasons form includes a system-defined ID, the reason description and whether or not the reason can be used for returns and receive returns.

To add or edit a Retail Discount Reason:

• Right-click a row and select New. This displays the Add Retail Discount Reason window.

  OR

  To edit a Retail Discount Reason, double-click the row of the reason to display the Edit Retail Discount Reasons form.

  

• Change or add a Description.

• Enter the Start Date. The start date dictates when the Retail Discount Reason is used for an On-the-fly-Discount or to configure a retail promotion.

• Enter the End Date. The end date dictates when the Retail Discount Reason is not displayed for an on-the-fly discount or to configure a retail promotion.

• Check Show on Price Adjustment if the discount reason needs to be used to for returns and you need to be able to adjust the price.

• Check Hide On Sales if you do not want the selection results, in the Retail Discount Reason, not being deipslayed for an on-the-fly discount.

• To edit the General Ledger properties, click the row then click Edit in the bottom left of the Add/Edit Assigned GL Account form.

  

• Change the Override if necessary, between Inherit and Override and click Save to keep your GL change.

• Check Is FASB ASC 606 Eligible if the discount reason will apply to FASB ASC 606 eligible sales.

• Click Save at the Add/Edit Retail Discount Reasons window to keep your changes.

  To delete a Retail Discount Reason:

• Right-click the Retail Discount Reason you want to remove and select Delete.