How To Setup a Discount & Pricing Program

Do you offer Discount’s to specific customers? Perhaps they belong to your wine shop’s tasting club. Many customers appreciate being a part of a like-minded community. Or maybe you want to offer savings memberships.

It’s easy to setup a Discount & Pricing Program.

  1. On the Menu Screen, click the Discount & Pricing Programs button.

Menu Screen - Discount and Pricing Programs

2. Click on the New button.

Discount Program List

When you click on the New button, the Discount Program Setup Screen will come up.

Discount Program Setup

3. Enter the rules and information for the Discount Program. Give it a Discount Name. Then enter a Start Date and End Date in the fields below.

There are 3 different Discount Program Types:
Membership allows the discount to be tied to customers.
Global will show the discount as available on the Sales Screen at all times.
Package bases a discount on inventory items being purchased. For example, if you want to offer a buy 2, get the 3rd free on a particular item, you can do so by selecting Package as the Discount Program Type.  In the lower right hand corner of the screen is a space for setting up Package Discount Rules.


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