Updated: July 8, 2024 12:41pm

Node Preferences - Transactions - Discounts Preferences

This area has preferences related discount rounding, accumulated discounts, and other discounting options.

Preference Description
Discount Rounding Method

Normal: (default) Round to the nearest multiple. Example: .27 rounds to .30, .22 rounds to .20.
Up: Round up to the next higher multiple. Example: Both .27 and .22 round to .30.
Down: Round down to the previous lower multiple. Example: Both .27 and .22 round to .20.

Accumulate manual discounts When enabled, manual discounts are accumulated. When disabled, entering a manual discount replaces the existing manual discount. Note: Price Level and Customer discounts always accumulate, regardless of this preference.
Accumulate Spread Discounts

When enabled, Prism accumulates spread discounts. When disabled, spreading a discount more than once replaces the existing spread discount. For example, you can enter one transaction and spread it, then enter a second transaction discount and spread it with the discounts accumulating. Note: This preference does not work on line-item discounts.

Automatically spread sale discounts If selected, sale discounts entered at the transaction level are automatically spread
Automatically spread order discounts If selected, order discounts entered at the transaction level are automatically spread.
Enable Employee Maximum Discount Override

Whenever a discount is entered on a transaction, the Prism web client checks the Employee Max Disc % defined in the current logged-in user's employee record to see if the discount exceeds the allowed maximum. If the discount exceeds the allowed maximum, the discount is reduced, with the user informed via a toast message.
If more flexibility is required, users can enable the "Enable Employee Maximum Discount Override" preference. If the "Enable Employee Maximum Discount Override" preference is enabled, managers or other users can override the Employee Max Discount setting.
When the "Enable Employee Maximum Discount Override" preference is enabled and a discount that exceeds the employee max discount percentage is entered , Prism will display an override prompt before reducing the discount.  The prompt has the following options:
Apply Maximum: Apply the maximum amount allowed, reducing the discount if necessary.
Override Discount: When a user clicks "Override Discount," a prompt is displayed for a manager or other override user to log in. This Prompt for Override, Override user sets new maximum for specific discount. The discount amount is entered in the OVERRIDE_MAX_DISC_PERC field in the DOCUMENT_ITEM table.
Cancel: Cancel discount request.
Default=disabled

Disable display of negative Discount %

Disabled (default): If a price change results in a negative discount percentage, the discount percentage is displayed as negative.
Enabled: If a price change results in a negative discount percentage, the discount percentage is displayed as zero; however, the discount amount is still displayed as a negative number. For example, if the Original price was 10.00, and the new price is 11.00, the discount amount will display -1 and the discount percentage will display zero. Promotions that cause a Discount % to be negative also respect this preference (display of Discount % as always positive or zero if preference is enabled).

Default Single Item Discount Type This preference determines what is selected by default in the Discount column for items on transactions (Price, % or Amt). When entering an item discount on the main transaction form, users first select the type of discount - Price, %, or Amount - and then enter a value. If discounts are always entered as a percentage, you can select % as the Default Single Item Discount Type.
Show One Item Discount Option When you check the Show One Item Discount Option box, it will use the Default Single Item Discount Type as the discount type to use when only showing one discount.
Show Discount Reasons Prompt If selected, users are prompted to select a discount reason when entering an item discount.

Sample Transaction > Discounts Preferences

node preferences transactions discounts