Contact discounts are automatically applied when you create a transaction for a specific contact. But like everything in life, there are rules and nuances.

  1. To create contact discounts, go into their contact page and click on the SETTINGS>DISCOUNTS tabs. This tab shows you all active discounts (which may be zero discounts).
  2. Add a discount by clicking the ADD DISCOUNT button.
  3. Give you discount a name (eg. Staff discount 20% off books) and assign a percentage discount to be applied automatically when someone is rung up in the appropriate categories.
  4. Assign a discount method to your discount. This can be the shop default that's defined in your SETTINGS>CONTACTS>DISCOUNT METHOD, or that default setting can be overridden on a per-line basis. What is this? See the big note at the bottom of this page.
  5. Make sure all the categories you'd like to be discounted using these rules are checked (you can edit them after you submit if you want). Categories that already have automated discounts for this contact cannot be edited here, you must close the popup and edit or deactivate existing discounts separately.
  6. Click the CREATE DISCOUNTS button at the bottom of the popup to create the discount.

"OKAY, BUT WHAT IS THIS DISCOUNT METHOD?"

The discount method lets you decide if automated discounts should apply to anything added to a transaction or only to items coming from pulls. In our shop, we like to discount only items that have been pulled for a customer because that probably indicates some planning and communication from the customer beforehand, and we want to reward that. But you may want to give a blanket discount for anything in a category, regardless of whether it came from your shelf or from your customer's pulls.