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Creating a Global Discount

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Creating a Global Discount

Everyone loves a good discount, and PayGo makes it easy to create and apply discounts of all different types! A Global discount is a discount program that can be applied to all of your inventory, and can be added to an invoice from the Sales Screen at any time. 

Setting up a Global Discount

To set up a global discount, you must access your Admin Central screen via the Menu. Click the Discount and Pricing Programs button. This will take you to the Discount Program List screen.

In the Discount Program List screen, click the New button at the top of the screen. This will open the Discount Program Setup screen. You will see the Rule Setup box on this screen, which is where you will set all the parameters of your new discount.

You can name the discount you’re creating in the Discount Name field, as well as the Start Date and End Date and any relevant Notes you’d like to add. Below these fields you will see a box titled Discount Program Type, where you will choose the Global option.

Below that box, there is another box titled Membership/Global Discount Rules, where you are able to define what type of discount will be offered. There is a Number box and a drop-down menu for the Method type, with three options:

Percent: This will apply your discount as a percentage off of the items price.

Off: This will apply your discount as a dollar amount off of the original price.

Result: This option will set the final price for the item at a certain dollar amount.

Rule Option: This is a drop-down menu asking you to set up a rule option for the discount you are setting up. What this means is, if your customer is purchasing an item that is already discounted, you are able to set up which discount to apply to that item. You can either Add the discount to the item, Override the existing discount, or Use the existing discount instead of the one you are creating.

Applying a Global Discount

To apply a Global discount to an invoice, select the items you would like to discount in your Sales Screen by checking the box at the end of each item line.  The Disc (discount) button will appear above the item list. Click it, and you will see a pop-up box that contains a list of all available discounts. Select which discount you would like to apply by clicking on it, and that discount will be applied to your selected items.

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