Discounts (Overview)

Setting discounts for customers in Hirepos allows you to offer special pricing on various items. This guide will walk you through the process of setting customer discounts, applying them to specific items or item groups, and managing discounts on invoices.

Customer discounts can be set against General, Hire, Sales, or Non-Stock items, or on specific items or item groups. To set customer discounts:

1. Navigate to Setup > Customers.

2. Click on the customer you want to edit.

3. Go to the Discounts tab in the customer details page.

4. General Discount applies to all items, or you can set discounts for Hire, Sales, or Non-Stock items.

5. For specific item discounts, click on the Item/Group Discounts button.

In the Item/Group Discounts page, follow these steps:

1. Check off the items that require a specific discount.

2. Click the Apply Special Price button to set a specific price or Apply Special Discount button to apply a discount percentage on the selected items.

If a discount is preset against the customer, it will be automatically applied on the invoice. Here's how discounts work on invoices:

• The discount is displayed in the Disc % column on the Invoice page.

• To manually show the Disc % column, click the Show Disc % link at the bottom right of the invoice items grid.

• When a discount is applied, the Each column will show the normal retail price as per the Prices tab in the item setup.

• You can apply a discount to all items on an invoice at once by clicking the Disc% column header in blue.

• You can overwrite the retail price if needed by adjusting the Disc % column directly.

• Discounts are automatically displayed on the invoice and hidden if no discounts are applied.

• To apply discounts in bulk across multiple invoice lines, click the Disc % column heading.