Apply a Discount to a Sale

Use these steps to manually apply a discount to a sale at a cashier terminal. A discount can be manually applied by selecting it from the Discount tab on the Sales panel, entering a promo code, or scanning a barcode.

Note: Patheon also supports automatic discounts, which are automatically applied to a sale when a corresponding product is added to the cart (or other configured condition(s) exist). Automatic discounts do not require any action by the cashier.

Note: If a discount percent limit is configured for a discount and the discount percent exceeds the limit, an Authorization Required dialog opens when the discount is added to the cart. Request a staff member who belongs to the Patheon Administrator, Site Admin, or Client Admin security role to sign in to authorize and apply the discount.

Enter Code

  1. Log in to the cashier application.
  2. Select Sales. The Sales panel opens.

  1. Select Add Discount. An Add Discount dialog opens.

  1. In the Code field, enter the promo code.

  1. Select Coupon. The Add Discount dialog closes and the discount is added to the cart and applied to the total.

  1. Tender the sale.

Scan Barcode

  1. Log in to the cashier application.
  2. Select Sales. The Sales panel opens.

  1. Select Add Discount. An Add Discount dialog opens.

  1. Scan the discount barcode. The code appears in the Code field.

  1. Select Coupon. The Add Discount dialog closes and the discount is added to the cart and applied to the total.

  1. Tender the sale.

Select from Discount Tab

  1. Log in to the cashier application.
  2. Select Sales. The Sales panel opens.

  1. Select the Discount tab.
  2. Select the discount. The discount is added to the cart and applied to the total.
  3. Tender the sale.