Hospitality: 800-683-2778 | Retail: 877-809-9980 PAY MY INVOICE

How to Create Discount Codes

CounterPoint SQL allows authorized users to enter Point of Sale document and line-item discounts in Point of Sale. User-entered document and line-item discounts are indicated on receipts, included on all relevant reports, and reflected in the corresponding accounting distributions for discounted tickets and items.

Defining Discount Codes

Select SETUP>POINT OF SALE>DISCOUNT CODES

Discount Code

Enter a Code to define this discount

Description

A brief description of the discount code

Discount Type

Amount

Select this option to define a discount code for a fixed amount (i.e., the discount amount cannot be changed).

Prompted amount

Select this option to define a discount code for which the user can specify the amount.

Percent

Select this option to define a discount code for a fixed percentage.

Prompted percent

Select this option to define a discount code for which the user can specify the percentage.

Amount/Percent

The $ Amount or percent that relates to the Discount Type selected

Apply to

Document

The discount applies to all lines on the document

Line Item

The discount applies to only selected line

Min Qualifying Amt

Enter the minimum amount of purchase to make the item or document eligible for the discount

Valid For

Select whether the discount code is valid for In-store tickets and other Point of Sale documents, imported Online orders, or Both.

Items that are ineligible for discounts do not contribute to the Min. qualifying amt. for a document discount and you cannot apply line-item discounts to non-discountable items.

You cannot apply more than one line discount to an individual line or more than one document discount to an entire ticket. However, an item can receive an item discount and ticket discount.

Line-item discounts are always applied first, followed by document discounts.

When you print a receipt for a ticket that includes discounts, each line-item discount appears directly below the corresponding line and the applicable ticket discount appears after all lines, above the Subtotal amount. In addition, a discount summary appears at the bottom of the receipt to indicate the total amount of all discounts on the ticket (i.e., “You saved $14.50”)

Making items ineligible for discounts

1. Select INVENTORY>ITEMS

2. On the main tab, uncheck the Discountable box on any item to make it non-discountable

Create Touch code buttons for discounts

1. Select SETUP>POINT OF SALE>TOUCH CODES

2. Enter or Lookup TOUCHSCREEN CODE

3. Select the BUTTON EDITOR

4. Select where you want the button to appear

5. ACTION: Choose Enter Line discount or Enter Document discount

6. IMAGE: Select a picture (optional)

7. CAPTION: Type the text you want to appear on the button

8. COLOR: Select the Color for the button

9. FONT: Change the color or size of the font

10. Create buttons for specific or selectable line and document discounts

11. It is advised to also create a Clear Discounts button

Recent Posts

Security codes are the basis for what a user can or cannot do within Counterpoint. They define which menu code is assigned to users and whether they can perform point of sale functions like processing returns. By default, we program three security code levels for you: Administrator, Manager, and Point of Sale. The administrator level allows the most access to the application, and the point of sale level allows a user the least access to the application.
Menu codes define the functions available in the Counterpoint menu. For example, if a user does not have the Items function on their menu, they cannot add an item to the database.
Each Counterpoint user has associated User Preferences to determine how Counterpoint functions for that user.
Guest presenter and Webinar Manager Kelly Dieball from GoDaddy Social discusses unique strategies for restaurants and bars to drive more business through social media.

i3 Verticals, LLC is a registered ISO of Wells Fargo Bank, N.A., Concord, CA | i3 Verticals, LLC is a registered ISO of RBS Worldpay | i3 Verticals, LLC is a registered ISO of Deutsche Bank, USA, New York, NY i3 Verticals, LLC is a registered ISO/MSP of Merrick Bank, South Jordan, UT | i3 Verticals, LLC is a registered ISO of Harris NA, Chicago, IL | i3 Verticals, LLC is a registered ISO of Fifth Third Bank, Cincinnati, OH Copyright i3 Verticals, LLC © 2019. All Rights Reserved.