Do you have a promotion running that requires a discount to be applied automatically? Or maybe you have a surcharge that needs to be applied to every sale? Keep reading to learn how automatic discounts and surcharges can be set up within your Simple Salon account!
Before we get started, you need to ensure you have Advanced Discounting enabled. If you haven't enabled this setting yet, click here to learn how.
If you've already enabled Advanced Discounting, feel free to jump ahead using the following links:
How to Create an Automatic Discount
Head on over to Admin and then click the Lists tab. Click the drop-down menu and select Discount Types:
From here you can select New, on the top right corner.
Once you select New, you will be able to create your discount under Discount Type Details:
With Advanced Discounting, you can create a discount that's for individual Items in POS, or you can create a discount that's for the Whole Transaction (under the Applied To drop-down menu).
In this example, we'll be using the Whole Transaction option, as this will still allow us to apply discounts to individual items, even when the whole transaction has a discount.
You can definitely use the Items option instead if you want an automatic discount to be applied to specific items!
Once you've filled out the Name of the discount, the Type of discount and the Amount, you can click Advanced Options:
This is where you will set up when you want the discount to be available:
- If you want to be able to apply the discount everyday, you would tick Week and Weekend, under Available on.
- If you want the discount to be applied daily but only within a certain date range, you can tick Limited Date Range, and enter the dates you want this discount to be available.
- Finally, you need to ensure Apply Automatically is ticked, as this will apply the discount automatically provided the criteria is met.
With the example above, this means our discount would be automatically applied to every sale, between the dates of 1/3/22 - 31/3/22.
If you wanted the discount to be applied indefinitely, then you would leave Limited Date Range unticked, ensure that Week and Weekend is ticked, and that Apply Automatically is enabled.
Click Save once you are complete!
Now if you add a sale to POS, the discount will be automatically applied:
How to Create an Automatic Surcharge
Head on over to Admin and then click the Lists tab. Click the drop-down menu and select Discount Types:
From here you can select New, on the top right corner.
Once you select New, you will be able to create your surcharge under Discount Type Details.
Creating a surcharge is the same as creating a discount, however you need to add in a minus sign in front of the 'Amount'.
For example:
You'll notice that '-3' is entered into the Amount section. This will convert the discount into a surcharge instead. With this example, we'd be creating a 3% Surcharge that can be applied to Whole Transactions.
Now you need to click Advanced Options to make the surcharge apply automatically:
- First, you'll need to ensure that both Week and Weekend is ticked—this means the discount can be applied everyday.
- Next, we need to ensure Apply Automatically is ticked, as this will apply the surcharge automatically, based on our available days of Monday-Sunday.
- If you want the surcharge to end after a certain period of time, then you would select Limited Date Range and enter the relevant From and To dates.
- Otherwise, if you have both Week & Weekend ticked and Apply Automatically is enabled, this surcharge will be automatically applied to every sale in POS (until you turn off "Apply Automatically").
Simply click Save once your done!
Great, now once you add a client's sale to POS, the surcharge will be automatically applied:
Notes:
- Only one whole transaction discount can be applied at a time.
- If you create more than one whole transaction discount that has 'Apply Automatically' enabled, then the most recent discount/surcharge you've created will be the one that's selected in POS.
- If you need to change which Whole Transaction discount/surcharge has been applied to the sale, simply click the Discount link at the bottom of POS, and select which other whole transaction discount/surcharge should be applied instead:
- Individual items can still have a surcharge or discount added to them - even when the whole transaction has discount or surcharge, click here to learn more about Advanced Discounting.
If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.