Everyone loves a good discount, and PayGo makes it easy to add any type of discount right from your Sales Screen! There are lots of different ways to create and apply discounts, coupons and sales to your PayGo software.
The first step to utilizing PayGo’s discount features is to set up your software with basic discount reasons. This can be done in your Workstation Settings screen. For more information on the discount setup process, see Setting Up Discounts in PayGo.
Applying a Discount to a Sale
To apply a new discount reason to a sale, you must be in the Sales Screen with the item to be discounted already added to the invoice.
Select the item to be discounted by checking the box at the end of the item line (to the right of the Trash icon). This will add two buttons above the item list, Tax and Disc (discount). Click the Disc button. This will open the Apply Discounts pop-up menu.
In the Apply Discounts screen you’ll see the following fields:
Adjustment Number or %: This is where you will add the amount you’d like to discount, in either a dollar amount or percentage. You’ll set which is which in the Discount Method field below.
Reason: This is where you can type in a reason for the discount.
Discount Method: This is where you will choose whether you’ll be applying the discount by Discount Amount in dollars, Percent off of the original price, or if you’d just like to set a New Price for the item. If you set a Default Discount Reason in your Workstation Settings, it will be automatically chosen here. Click the Continue button to close the Apply Discounts window and apply the discount to the item.
Discount Buttons: This is where you will see a selection of your predefined discounts. You can select a discount for the sale by clicking the correct discount button, which will close the Apply Discounts window and apply the discount to the item.