Preparing for the Holiday Season: Planning Discounts

The 2020 holiday season is fast approaching! 2020 has been a strange year for many retailers because of COVID-19, so it is doubly important to be prepared for the holidays.
As we get ready for the holiday season, it’s a good idea to plan how you will give customers discounts in Counterpoint.
There are a few ways in Counterpoint you can extend discount pricing to you customers, such as:
  • Create a discount code for a certain percentage or dollars off a transaction
  • Create a discount code for a certain percentage or dollars off a line item
  • Create a promotion for a certain percentage or dollars off a line item
  • Create a promotion for a certain percentage or dollars off a line when you buy more than one of the same item (BOGO rules)
  • Create a promotion for a certain percentage or dollars off line items when you buy more than one item (BOGO rule with a Mix and Match Code)
  • Create planned promotion to quickly add promotional line discounts off certain items
  • Create a discount item to take dollars off a ticket
So how do you choose a method? There are a few questions you should ask yourself:
  • Will the discount be applied to a line item or to the ticket as a whole?
  • Will the user/clerk be the one to apply the discount? Or should Counterpoint apply the discount automatically?
  • Can the discount be used on items that do not have the discountable checkbox checked?
  • Can a barcode be used to apply the discount to the line items or ticket?
Below is a table with more information.
Method Line or Ticket User initiated or automated when selling item? Can be used on non-discountable items? Can a barcode be used to trigger the discount?
Line Discount Code Line User Initiated No Yes
Ticket Discount Code Ticket User Initiated No Yes
Promotion Line Automated Yes, unless filter is applied Not without extra configuration
BOGO Promotion Line Automated Yes, unless filter is applied Not without extra configuration
BOGO Promotion with Mix and Match Code Line(s) Automated Yes, unless filter is applied Not without extra configuration
Planned Promotion Line Automated Yes Not without extra configuration
Discount Item Ticket User Initiated Yes, discount applied to a ticket Yes
Need more help setting up promotions and discounts?
  • Click here for instructions on setting up a Buy One, Get One Promotion
  • Click here for instructions on setting up discount codes.
  • Click here for instructions on setting up coupons.

Recent Posts

Occasionally, you may need to make the same change to multiple items. You can use Table View to make changes to multiple records quickly.
Devices are the hardware that are attached to your POS workstations. Devices allow you to do things like print receipts, process a credit card payment, and make change from the cash drawer. If one of your devices stops working, use some of these methods to troubleshoot.
In Counterpoint version 8.5.4 and above, devices such as the Ingenico, receipt printer, and cash drawer use a new NCR service to connect to your Point of Sale. If the service stops, your devices may not load. Stop and Start the device service to reestablish connection between Counterpoint and your devices.
There are a lot of Inventory Reports and Sales Reports in Counterpoint, but only a few combine sales and inventory data into one report, and only the Merchandise Analysis report allows you to pick and choose which data you want to see on the report.

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.