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How to create an employee discount

Objective

Offer employees in your store an automatic discount

Setup

  • Retail POS for Mac or PC
  • Retail POS on iPad

Steps

Create an employee customer group

  1. Click Customers
  2. Click Groups
  3. Click Add Group
  4. Enter the group name into the 'Name' field
  5. Click Add Group 

Add employees as customers

  1. Click Customers
  2. Click Add Customer
  3. Enter the customer information
  4. Use the 'Customer group' dropdown to select the employee customer group
  5. Click Save Customer 

Create a promotion to apply the discount 

  1. Click Products
  2. Click Promotions
  3. Click Add Promotion
  4. Enter the promotion details
  5. Under the 'Date' drop-down, enable 'No end date' for the 'To' date
  6. Under 'Target this Promotion', click Exclusive to Some
  7. Select 'Limit to a customer group'
  8. Select the employee customer group from the 'Targeted Customer Group' drop-down
  9. Click Save

 

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