Discounts, prices and notes

Discount a line or the whole order, change a price, switch price list or currency, and add notes and references.

Give a discount

1To discount some lines only, click those lines first so they are selected. To discount the whole order, select nothing.
2Click Discount (or press Ctrl+D).
3Choose Percentage or Fixed Amount and enter the value.
4Click Apply.

Discount dialog — With no line selected, the discount applies to the entire order.

A discounted line shows a badge such as 10% off. Click the × on the badge to remove it. An order discount shows in the totals as Discount (10%), with its own ×.

A line can have its own discount AND the order discount: both apply. The line's own discount comes off first, then the order discount comes off what is left. The invoice, quotation or sales order is saved with exactly the total the till shows.

Note. Your administrator sets the highest percentage you may give. The dialog shows Your max discount limit. A fixed amount counts as the percentage it takes off the line or the order.

More than your limit: Manager override

When you enter more than your limit, the dialog says, for example, Your limit is 10 %. A manager can approve more.

Over the limit — A discount above your limit: the dialog offers Manager override.

1Click Manager override.
2A manager or admin (or anyone whose own limit covers the discount) enters their e-mail and password.
3Click Approve discount. The discount is applied.

Manager override — The manager signs in here to approve the discount.

A line discount approved this way shows Approved by and the manager's name under the line (in the wholesale table, a small shield next to the discount; point at it to see the name). An approved order discount shows the shield next to Discount in the totals. The approval is not printed on the document, but it is in Settings → Audit log: who approved it, their limit, the percentage and the document. So the cashier is never blamed for a discount a manager approved.

The same works for quotations and sales orders made in the POS.

Important. Someone whose own limit is lower than the discount cannot approve it: the dialog says so. An approval is for ONE document: once the sale, quotation or sales order is saved with it, it cannot be used for another one (the till says it was already used: ask the manager to approve the new document). Editing that same quotation, sales order or invoice later keeps its approval, up to the percentage that was approved. An approval is also for you only, for that discount or a smaller one, and runs out after one hour if it is not used. If it has run out when you take payment, the sale is refused with a message: give the discount again and ask the manager to approve it again.

Note. If your limit cannot be checked (for example, the connection dropped), the till lets you give no discount without a manager's approval.

Some products get a lower price automatically when the customer buys enough of them. Those lines show a badge such as Qty 10+.

Change a price

1Click the price under the line (for example 85.00 Rf each).
2Enter the New Price and click Apply Price.

Price Override — Changing the price of one line.

The line shows Rate edited. Click its × to go back to the normal price.

If you are not allowed to change prices, the dialog asks for Authorization required: a manager enters their e-mail and password and clicks Authorize & Apply.

Use another price list

The cart uses your terminal's default price list. To use a different one for this sale:

1Open the … menu next to the customer and choose Pricelist.
2Click the price list and Apply.

If the cart already has items, Voltix warns that changing the price list will clear the cart. Click Yes, Clear Cart to continue.

Sell in another currency

With multi-currency sales switched on for your company, a Currency picker appears above the products.

A customer who always pays in one currency gets that currency automatically, and the picker is locked.
A customer marked for any currency starts in your base currency and can be switched.

The cart then shows Prices in that currency and the exchange Rate used. If no exchange rate is set up for that currency, Voltix tells you so; ask your administrator to add it.

Add notes and references

Click Note (or press Ctrl+N) to open Order Notes:

Customer Note: printed on the receipt or invoice.
Bill-To Address (override): a different billing address for this document only.
GST / Tax ID (override): a different tax number for this document only.

Click Save Notes.

Order Notes — The note is printed on the customer's document.

Above the products you can also fill in:

PO #: the customer's purchase order number.
Sales Employee: who made the sale, when your company tracks it.