The customer discount profile section of the customer screen allows you to set up discount settings for individual customers. This is extremely useful for VIP customers or customers who are a part of a discount-based loyalty program. You can even set up specific department and category discounts per customer.

Setting Up the Discount Profile

1. On the top menu bar of Retailer, click on Setup → Customer → Discount Profiles.
2. Click the Add button.
3. Enter the next sequential number in Profile Code.
4. Enter a name in Description. Make this something easy to identify.
5. Set the Discount Percentage. This is the amount of discount the customer will receive for any items sold to them that allow discounting.
6. Tick or untick the % Above Cost checkbox. If ticked, this will cause the item to be charged at cost, including GST, plus the amount specified in the Discount Percentage. If this box is unticked, the customer will be charged the retail price minus the Discount Percentage.
   
7. Tick or untick the Trade Price box. If ticked, items will be charged at the trade price, or below the trade price by the discount percentage. Click HERE for more on trade prices.

Applying a Discount Profile to a Customer

1. On the top menu bar of Retailer, click on Customers → Customer Screen.
2. Use the magnifying glass 🔎︎ button to search for the customer and click OK.
3. Click the History tab at the bottom left of the customer screen.
4. Click the dropdown arrow next to Discount Profile and select one of the existing discount profiles from the list.
   
5. Click Save.
   

If the discount profile box is missing or cut off on the Customer window you need to expand the Customers window by hovering your mouse over the top or bottom edges and dragging to expand it.

To fix this:

Hover your mouse over the top or bottom edges of the Customers window.

Click and drag the window to make it larger.

Note: The Reset Retailer Screens utility will not fix this.

Removing a Discount Profile from a Customer

1. Find the desired customer in the Customer Screen
2. Once you have selected the correct customer, click on the History tab toward the bottom left of the customer screen.
3. Use your mouse to highlight the current profile selected in the Discount Profile box, then use the [Backspace] or [Delete] keys to remove it.
4. Click 'Save'.

Customising Discount Profiles for Individual Customers

Everything done in this section is per customer. This means that any discounts applied will only be for the customer you are currently working on and will not apply to other customers using the same discount profile.

When editing an existing discount profile with a new Discount Percentage, a pop-up prompt will appear, asking whether you want to update all your customers on that discount profile to the new percentage or keep their original discount settings.

This can be updated by the department, category, or individual stock item level.

1. From the main screen of Retailer, click on Customers.
2. Locate the customer you wish to use by clicking on the magnifying glass down the bottom of the customer screen and searching for the customer.
3. Once you have the correct customer click on the History tab toward the bottom left of the customer screen.
4. Toward the bottom of the tab, next to the Discount Profile box, click on the button labeled Edit Discounts.
   
5. From this screen, you will be able to assign specific department and category discounts.  Find the department or category in the list and click in the customer discount box and type the discount you want to be applied. You can do this for as many departments and categories as you wish. If you set a different category and department discount the category discount will always override the department discount. 
   
6. You can also set discounts per stock item. To do this, click on the Set Stock Item Discounts button at the bottom of the department and category discount screen.
   
7. You will see a full list of your stock items with the ability to set a discount for each one. You can search for a specific item by using the Find a Stock Item button at the top. Once you have located the correct item you should type the discount you wish to apply in the Discount field.
8. Repeat this for as many stock items as you wish to discount.
9. Click OK once you are done and all your changes will be saved.

Discount Template for Non-Account Customers

If your business offers certain customer types a discount that doesn't require the customer to be registered in the system, you can create one customer in the system specifically for these types of customers, such as a Seniors for a seniors discount. The one Seniors account can be used for any seniors making a purchase.

The specific customer can then be added to a POS button for a quick shortcut when needed. Our recommendation is that you do create individual accounts for customers to better track customer details and sale history.

There is no report showing which customers are on a discount profile. If you would like this type of report to be available, you can submit a software idea on our website.

A workaround is to use the Export Data utility with the Discount Profile Code field selected. This can then be used to reference against your Profile Code in the Discount Profiles setup.

FAQ

Below is a list of frequently asked questions related to Discount Profiles:

Can I make a staff discount button?

While you cannot create a button specifically for staff discounts since discount profiles are linked to a particular customer's profile, you can associate a customer barcode with a button on the Point of Sale screen. This enables you to quickly process a sale for that customer and apply any discount profile they might have.

Can I set a discount to equal cost price?

Retailer does not permit setting up a discount profile to price items at cost because the setting specifies '% Above Cost', which requires a discount percentage to function.

A workaround is to enter a discount percentage of 0.01%. You can submit a Software Idea if you genuinely wish to have a profile with an at-cost discount.