How discounts, schedules and coupons combine

Where: Portal, POS

A sale can pick up money off from more than one place. This is what happens when several fit the same item.

The kinds of discount

Discount schedule: a sale set up in the portal that applies on its own. See Create a discount schedule.
Item discount: a staff member takes money off one item at the POS.
Sale discount: money off the whole sale at the POS, Percent or Fixed $. See Discount an item or the whole sale.
Coupon: a code entered under Coupon in the same window. See Create a coupon.
Loyalty reward: a reward the customer redeems at the POS.

One schedule per item

An item gets one schedule discount; two schedules never add up. A schedule that lists the item beats one that covers its category. Otherwise the newest schedule wins, or, with Use better discount on, the one that leaves the lowest price.

A staff item discount adds to the schedule

A staff member’s item discount comes off the schedule’s sale price, not the regular price. A $3 item discount on an item on sale for $19.99 makes it $16.99.

A sale holds one of these at a time: a sale discount, a coupon, or a loyalty percent reward. To use another, take the first one off. While one of them is on, the POS leaves the staff item discounts off.

How the slot meets a schedule discount is your store’s Receipt discount mode (the store editor’s Receipt Info tab):

Ignore: receipt discount replaces product discounts. This is what you get if nobody has set it.
Max: the larger of the two.
Additive: receipt discount on list price, plus product discount.
Stack on remaining: receipt % off the price after product discount.

A loyalty percent reward always comes off the price left after a sale or aged discount, unless the mode is Max or Additive.

Coupons have their own rules

Each coupon has three Stacking boxes:

Combines with schedule discounts (store promos), on to start: the coupon follows the store’s Receipt discount mode. Off: it replaces the schedule discount, like Ignore.
Combines with a manual receipt discount, off to start. A sale holds one discount at the POS anyway.
Combines with item discounts / price matches, on to start.

A coupon only touches the items in its scope.

What’s never discounted

A product with Discount Exempt ticked (product editor, General tab) gets no schedule, sale discount, coupon or loyalty percent.
A category with No Discount ticked stops schedules only. Sale discounts and coupons still apply.

Good to know

A staff member’s discount limit covers the item and sale discounts they enter at the POS.
In Ontario, a sale discount or coupon of 100% is refused, and so is one in dollars that’s more than the items it covers.