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Working with Discounts in the Back Office

Discounts are a great way to provide incentive to customers to come to your store and purchase more items.  From the Back Office, you can:

  • Add a Discount

  • Edit or Remove a Discount

  • Add Discounts to Emails

Adding a Discount

You can set up item and ticket-level discounts.  This allows employees to apply a single discount to each item and an overall discount to an entire sale in the POS app.  With our system, your discounts will “stack”, allowing both types of discounts to be applied to an item. Item-level discounts will always be applied first, followed by ticket-level discounts.  

Note: You can only assign one item-level discount to an item, and you can only assign one ticket-level discount to a ticket.  You can assign an item-level discount to item(s) and a ticket-level discount to the same ticket.

If you are one of our multi-store customers, remember that discounts are managed at the Company level. At company level, you have the option to assign discounts to specific stores. This makes it so only the discounts assigned to that store display on the POS.

User-added image

  1. Select INVENTORY > DISCOUNTS.

    User-added image

  2. Select Add a Discount.

  3. Enter a Name and Description for the discount.

  4. Select one of the following Discount Type options:
  • Amount– Select this option for a fixed dollar discount that can’t be changed.

  • Percent– Select this option for a fixed discount percentage.

  • Prompted Amount– Select this option to allow employees to change the discount amount during a sale.

  • Prompted Percent– Select this option to allow employees to change the discount percentage during a sale.

  1. Enter the Amount Off or the Percent Off or Prompted Amount or Prompted Percent (based on your select in step 4) for the discount.

  2. (optional) Enter a barcode range so that you can scan barcoded discounts to apply them to a sale.

  3. From the Applies To dropdown, select Item to specify when the discount can be applied to individual items or select Ticket to apply the discount to an entire sale.

  4. Enter a value in the Min Qualifying Amount field to specify the minimum eligible price for an item-level discount or the minimum sale amount for a ticket-level discount.  If you don't want set an amount, leave the default $0.00.

  5. Select the Email Offer Only checkbox if this discount is one you want to email to your customers using our integrated email marketing messages.  We recommend using this flag to take full advantage of email marketing.

  6. Click Save Changes to save the new discount.

User-added image

Want to offer a free item?  In the Discount Type field, choose Percent and in the Percent Off field enter 100.  Then select Item in the Applies to field.  Make sure you give your discount a description that makes it clear to the customer what they are getting for free, i.e. Free Cookie with Purchase.

Editing or Removing a Discount

You can edit an existing discount or remove a discount you no longer want to maintain.  To do this:

  1. Select INVENTORY > DISCOUNTS.

  2. Scroll through the list of your discounts and click on the row of the discount that you want to edit or remove.

  3. Do one of the following:

    • To remove the discount, select Remove Discount and confirm the removal.  If the selected discount is tied to a marketing email, the system will let you know, so that you can determine if you still want to remove the discount.

    • Edit the details for the discount and click Save Changes.

User-added image

Removing a discount is a "soft delete".  This means that although the discount is removed from your view, all the data and activity associated with that discount is still shown in reports, transactions, etc.

keywords: discounts, loyalty, add a discount, edit discount, remove discount

Customer Support Article

How to Work with Discounts in the Back Office for NCR Silver

  • November 9, 2017
  • ·
  • Like
  • 3

Summary

This article tells you how to add, edit and manage discounts in the Back office.

Description

Working with Discounts in the Back Office

Discounts are a great way to provide incentive to customers to come to your store and purchase more items.  From the Back Office, you can:

  • Add a Discount

  • Edit or Remove a Discount

  • Add Discounts to Emails

Adding a Discount

You can set up item and ticket-level discounts.  This allows employees to apply a single discount to each item and an overall discount to an entire sale in the POS app.  With our system, your discounts will “stack”, allowing both types of discounts to be applied to an item. Item-level discounts will always be applied first, followed by ticket-level discounts.  

Note: You can only assign one item-level discount to an item, and you can only assign one ticket-level discount to a ticket.  You can assign an item-level discount to item(s) and a ticket-level discount to the same ticket.

If you are one of our multi-store customers, remember that discounts are managed at the Company level. At company level, you have the option to assign discounts to specific stores. This makes it so only the discounts assigned to that store display on the POS.

User-added image

  1. Select INVENTORY > DISCOUNTS.

    User-added image

  2. Select Add a Discount.

  3. Enter a Name and Description for the discount.

  4. Select one of the following Discount Type options:
  • Amount– Select this option for a fixed dollar discount that can’t be changed.

  • Percent– Select this option for a fixed discount percentage.

  • Prompted Amount– Select this option to allow employees to change the discount amount during a sale.

  • Prompted Percent– Select this option to allow employees to change the discount percentage during a sale.

  1. Enter the Amount Off or the Percent Off or Prompted Amount or Prompted Percent (based on your select in step 4) for the discount.

  2. (optional) Enter a barcode range so that you can scan barcoded discounts to apply them to a sale.

  3. From the Applies To dropdown, select Item to specify when the discount can be applied to individual items or select Ticket to apply the discount to an entire sale.

  4. Enter a value in the Min Qualifying Amount field to specify the minimum eligible price for an item-level discount or the minimum sale amount for a ticket-level discount.  If you don't want set an amount, leave the default $0.00.

  5. Select the Email Offer Only checkbox if this discount is one you want to email to your customers using our integrated email marketing messages.  We recommend using this flag to take full advantage of email marketing.

  6. Click Save Changes to save the new discount.

User-added image

Want to offer a free item?  In the Discount Type field, choose Percent and in the Percent Off field enter 100.  Then select Item in the Applies to field.  Make sure you give your discount a description that makes it clear to the customer what they are getting for free, i.e. Free Cookie with Purchase.

Editing or Removing a Discount

You can edit an existing discount or remove a discount you no longer want to maintain.  To do this:

  1. Select INVENTORY > DISCOUNTS.

  2. Scroll through the list of your discounts and click on the row of the discount that you want to edit or remove.

  3. Do one of the following:

    • To remove the discount, select Remove Discount and confirm the removal.  If the selected discount is tied to a marketing email, the system will let you know, so that you can determine if you still want to remove the discount.

    • Edit the details for the discount and click Save Changes.

User-added image

Removing a discount is a "soft delete".  This means that although the discount is removed from your view, all the data and activity associated with that discount is still shown in reports, transactions, etc.

keywords: discounts, loyalty, add a discount, edit discount, remove discount

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