What You Will Learn
How special discounts now follow your existing 'Discount' access control settings.
When a manager PIN is required for applying special discounts.
How actions related to special discounts are recorded in the activity log.
Important Notes
This update applies to 'special discounts' such as Senior Citizen (SC) or Persons With Disability (PWD) discounts.
The approval process depends on your 'Discount' access control settings and the staff member's assigned role (e.g., Cashier or Manager).
This feature helps prevent unauthorized discounts and ensures proper financial control.
How to Set Discount Approval Settings
1. In your 'BackOffice', go to 'Settings'.
2. Click 'Stores', then click on the store name. Go to the 'Cashier Access Control' tab.
3. Find the setting called 'Discount'.
4. Choose one of the following options:
a. 'Any Cashier': Any staff member can apply discounts without needing a manager PIN.
b. 'Require Manager Access': A manager PIN is needed if a cashier applies a discount. Managers can apply discounts directly.
c. 'Disable': All staff, including managers, will need a manager PIN to apply discounts.
Note:
If a manager PIN is needed but not entered or the process is cancelled, the special discount will not be applied. An error message will appear, and the screen will return to the order page.
How Special Discounts Work with Approval Settings
Once your 'Discount' access control is set, here's how special discounts will behave on your StoreHub POS:
1. When a cashier attempts to add a special discount into a transaction on the 'POS Register', they will have to input customer's details into the discount page and click 'Confirm'.
2. The system will prompt them to 'Enter Manager PIN'.
If a non-manager PIN is entered, a message will appear: 'Employee does not have manager access'.
If an incorrect PIN is entered, the system will display an error message.
3. After a correct manager PIN is entered, the discount amount will be deducted from the transaction.
4. Proceed with payment as usual.
Activity Log
When a special discount is successfully applied, the action will be recorded in the 'Employees Activity Log' in your BackOffice. This helps you track who applied the discount and when.
You can also view it in the 'Transaction Detail' page under 'Activity Log'.
1. In BackOffice, go to 'Offline Transactions'.
2. Click on the transaction you want to view.
3. You can also see the customer details your cashier keyed-in before, as well as the activity made by your cashier.
Frequently Asked Questions (FAQ)
1. What are "special discounts" in this context?
Special discounts refer to specific types of discounts, such as Senior Citizen (SC) or Persons With Disability (PWD) discounts, that are applied to orders.
2. How do I know who applied a special discount if a PIN was required?
All successful special discount applications are logged in the 'Employees Activity Log' in your BackOffice, showing which staff member applied it.