Scanning, line maths, discounts and promotions
You will be able to: Add items by scan, tile or search and change quantities; Work out a line total with discount and VAT; Control discounts with Line Control and understand POS promotions.
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Selling is built around the SCAN BARCODE box. Press F4 to put the cursor there, scan a barcode or type a code or name, then press Enter. An exact code or barcode match is added; otherwise the first item shown is added. You can also tap an item tile; the category buttons narrow the tiles. Each scan adds one unit. Use + and − on a line to change the quantity by one and ✕ to remove it.
F3 turns on price check. In price check you scan an item to see its price and stock, and nothing is added to the cart.
How a line is worked out
The Price column is the price of one unit before VAT. For every line Zeyto works out: gross = quantity × price; discount = gross × discount %; taxable = gross − discount; VAT = taxable × the item's tax rate; line total = taxable + VAT. The receipt and the Total column show VAT-inclusive amounts.
Discounts at the till
- Select a line and press F7, then type a percent. The Disc column shows the amount taken off.
- You can also type over the Price. A user who may not change prices is refused when the price differs from the list price.
- A user's Max Discount % (Settings ▸ Users & Permissions) caps what they can give. A bigger discount is refused.
Settings ▸ POS Behaviour has a Line Control card. For Price override, Line void, Manual line discount and Receipt reprint you choose Allowed, Needs a reason or Needs manager PIN. For price override and manual discount you can also set a percent above which a manager PIN is needed whatever the choice says. Every use is written to POS Audit.
Promotions
Discount rules created in Inventory ▸ Discounts also work at the till. A strip above the cart lists the offers running now and has a box for coupon codes. A rule is eligible only when it is active and its dates, weekdays, time of day (for example a 16:00 to 18:00 happy hour), branch and customer group all match. Rule types include Percent, Amount, Coupon, quantity slab and buy-one-get-one.
- The line discount is the promotion percent plus whatever the cashier typed with F7.
- Rules that are combinable add their percents; otherwise the customer gets the better of the stack or the single best rule.
- The server checks the same rules again when the sale is accepted, so a till cannot invent a discount.
- A promotion flagged as needing approval asks for a manager's user name and POS PIN.
The customer on a sale
The Customer is Walk-in by default. Tap it to search for a customer, or choose Create customer (name, phone, optional TRN) without leaving the sale. If Prompt for customer on sale is ticked in Settings ▸ POS Behaviour, PAY asks for the customer first. The Note button adds a note to a line, and it prints under the item on the receipt.
Try it in the demo
- In the demo till, press F4 and type part of an item name, then Enter to add it.
- Select the line, press F7 and type 10. Check the Disc column and the Total.
- Press F3, scan or type another item and read its price and stock. Press F3 again to leave price check.
- Open Inventory ▸ Discounts in another tab and look at which rules exist and their dates and times.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Line maths: gross, minus discount, equals taxable; VAT on the taxable; total.
- F7 gives a line discount and is limited by the user's Max Discount % and Line Control.
- Promotions come from discount rules, are re-checked by the server and add to a typed discount.
- Walk-in is the default customer; you can create one at the till.
Check yourself
5 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.
1. Which key gives a discount percent to the selected line?
2. In price check mode, scanning an item adds it to the cart.
3. 4 units are sold at AED 25.00 with a 10% line discount and 5% VAT. What is the line total including VAT?
4. Which choices can Line Control set for an action such as price override?
Select all that apply.