Give employees the ability to discount below the store maximum and set just how much of a discount each employee is capable of. Discounts below the store maximum discount will be recorded as a discount exception.
Concerns & Considerations
The Sale Discount Maximum (%) can only be edited once the Override Maximum Sale Discount% security bit has been enabled for that specific employee.
A manager setting the Sale Discount Maximum (%) for another employee cannot give the employee a greater discount percentage than they have. Example: A manager with a 40% discount cannot setup an employee to have a 50% discount.
This setting will allow employees to give discounts greater than what is set by the store configuration sale discount maximum. If an employee max discount percentage is set to less than the store maximum discount, the employee is not limited to less than the store maximum discount.
When the employee approves a discount beyond the store configuration sale discount maximum, an exception must be approved by the employee and the exception is recorded.
How to Start or Setup
In order to set a maximum discount percentage for an individual employee, you will need to enable the security bit Override Maximum Sale Discount%. This is located in System Configuration under the Employee Security Tab. (Main Menu -> Transactions -> Point of Sale).
Once you have enabled the bit, make sure to save the changes, then go over to the Limits tab.
By default, their Sale Discount Maximum (%) will be zero.
Click Edit to set a percentage, then click Save.
Best Use and Steps
Selling an item at a greater discount than the store maximum will still generate a warning.
As long as the discount amount is within the percentage given to the employee, they will be able to sign for their own exceptions.
If the employee tries to go beyond their discount limit, the system will stop them.
These discount exceptions can always be viewed in the General Exception Report. This report is located in the reports tree under the Closing Reports section.
Click here to learn more about the General Exception Report.