How to | Create and Manage POS Discounts

The POS Discounts feature in the GB Members CRM Software allows schools to offer discounts on products or services. This is essential for promoting sales, rewarding members, increasing customer satisfaction, and enhancing the overall experience for the school and its members.

Contents:

1. Creating a New Discount
2. Editing an Existing Discount

 1. Creating a New Discount

 Step 1: Select 'Settings' from the Members Menu (3x3 grid icon, upper right)

Step 2: Click on “DataStore”.

Step 4: Scroll down to find “POS Discounts”, then click “New Record” to create a new discount or “View” to see the list of existing discounts.

      Step 5: If creating a new discount, fill in the following fields:

• Status: Select Active to enable the discount or Inactive to disable it.
• Name: Enter the title or name of the discount.
• Discount Type: Choose either Percentage or Value (enter the percentage or specific amount for the discount).
• Click “Submit”.

2. Editing an Existing Discount

      Step 1: Go to POS Discounts and click “View”.

      Step 2: Click the search icon to see the list of discounts.

      Step 3: Find the discount you want to edit, then click “Edit”.

      Step 4: Make the necessary changes and click “Submit”.

**Tip:**

Avoid using special characters (e.g., “$”) in the discount amount, as this will result in a “NaN” error in the price field. Additionally, make sure that the Status is set to Active to make the discount visible in the POS checkout

Conclusion:

By following these steps, you have learned how to create and edit POS discounts within the CRM software. With this feature, you can manage discounts efficiently to enhance your members’ experience and increase your sales.

FAQs: 

• Q1: Can I delete a discount instead of editing it?
  • A1: Yes, there is an option to delete a discount. However, if you think you might use it in the future, we recommend changing the status to Inactive instead of deleting it.
• Q2: Can I use multiple discounts in one transaction?
  • A2: No, you can only use one discount per transaction.

Related Articles:

• How to | Add a discount at Pro Shop Checkout
• How to | Edit a Product in the Pro Shop

Need Assistance?

For further assistance or clarifications, please contact northamerica@graciebarra.com

You can also schedule a 1-1 consultation: https://graciebarra.link/gbmembers-consultation