Discounts

In Kasyro you can discount a single item or the whole bill. You enter a discount in a window with a numpad — choose the type (CZK / %), type a number and confirm.

Kasyro has four kinds of discount, which the closing report adds up in the "Discounts total" line: item discounts, bill discount, discount coupons and loyalty points. This chapter covers manual discounts and redeeming points. Discount coupons are in Vouchers and Coupons, the loyalty programme in Customers.

The discount window

You open the discount window:

• bill discount — with the Discount button in the sales screen toolbar, or in the bill detail via More → Discount;
• item discount — with the Discount row in the item window: in the cart (tap the item) and in the bill detail (tap an ordered item).

The window is titled "Bill discount", or for an item the product name with "Item discount" below it. It contains:

• a CZK / % switch — the discount type;
• the Discount field with the number entered. If the item already has a discount, the field shows it; the first digit you type starts a new value, while ⌫ edits the existing one. If you enter more than allowed (above the price, above 100%, above your limit or above what is left to pay), the field jumps to the highest possible value by itself;
• a breakdown: "Price" (for the bill, "Bill"), the discount in red (with the rate for a percentage, e.g. "Discount 10% … −CZK 35.80") and "After discount" in bold;
• the numpad and the Apply button — the discount takes effect immediately.

If the item already has a discount, there is also a Remove Discount button at the bottom left.

A bill discount cannot be edited: once the bill has one, the Discount button changes to Remove Discount and the till just asks "Remove the discount?". If you want a different discount, remove the current one first and then enter the new one.

Discount types

A percentage discount is calculated from the price. Switch to %, enter "10" and tap Apply — CZK 20 comes off an item priced CZK 200.

A fixed discount is an amount in crowns. Switch to CZK, enter "50" and exactly CZK 50 comes off regardless of the price.

Item discount and bill discount

An item discount is calculated from the full line price (price × quantity, including add-ons). You can enter it in the cart of a quick sale as well as of a table bill.

A bill discount is calculated from what is left of the bill after item discounts. On a CZK 295 bill where one item has a CZK 100 discount, that is CZK 195: 10% takes off CZK 19.50 and a fixed discount can be at most CZK 195.

A bill that is already partly paid. The discount can take at most what is left to pay — on a CZK 195 bill with CZK 100 paid that is CZK 95. The window shows this in a grey line "At most (CZK 100 paid) … CZK 95". The bill therefore never drops below the money already in the till.

An item discount and a bill discount can apply at the same time.

Quick sale and table bill. In a quick sale (a sale without a table) the bill discount and any applied coupon belong to that sale only — once the cart is emptied, the discount and coupon disappear and the next guest starts without them. On a table bill the discount is stored on the bill and emptying the cart does not remove it.

When a fixed bill discount outgrows the bill. If you remove items so that the subtotal drops below a fixed bill discount, the till asks ("Remove the bill discount?", in the bill detail "Continue without the discount?"). If you confirm, the discount is removed; otherwise the item and the discount stay as they were. A percentage discount recalculates itself, so this never happens. The bill total never drops below zero.

How discounts combine

A bill can carry several discounts at once. These rules apply:

• One item = one discount. A line has either a manual discount or a coupon discount, never both. On an item with a coupon, the item window says "Item has a coupon discount, manual discount is not allowed." Other items can be discounted as usual.
• Whole bill = one discount. A manual bill discount and a whole-bill coupon exclude each other ("A coupon is applied to this bill, manual bill discount is not allowed." / "The bill has a manual discount. Remove it first."). A customer's membership discount is also a bill discount — the till sets it by itself when you assign a customer with a membership to a bill without a discount (see Customers).
• Items and the bill do not exclude each other. You can combine a manual item discount + a manual bill discount, a manual item discount + a whole-bill coupon, or a product or category coupon + a manual bill discount. The order does not matter.
• One coupon per bill. To swap a coupon, remove the first one (Remove Coupon).
• A bill discount is calculated from what remains after item discounts. A CZK 65 beer with 10% off costs CZK 58.50, and 10% off the bill makes it CZK 52.65.
• Gift and deposit vouchers are not discounts. They reduce the amount to pay, but not the tax base — the business sold at full price. A discount coupon, on the other hand, is a discount and does reduce the tax base. See Vouchers and Coupons.

A discount never raises the price. The bill total never goes above the subtotal or below zero. Only cash rounding may raise it (see Payments).

How a discount looks

A discount looks the same everywhere — in the cart, in the bill detail, on the customer display and on the receipt. It is its own line below the item or amount it applies to: a label on the left, the amount with a minus sign on the right. On screen it is red.

In the totals at the bottom there is the Subtotal (items before discounts), then "Line discounts (count)" and "Line coupons (count)", followed by the bill discount, loyalty points and a whole-bill coupon — the column adds up exactly to the Total. With more than one discount on the bill, a grey "(discounts total −CZK 113.75)" appears below the Total — how much the guest saved.

If, after entering a fixed discount, you move some pieces to another bill or void them, the discount is shown everywhere as the amount it actually took off (neither the item nor the bill costs less than CZK 0) — in the cart, on the receipt, in the closing report and in Reports.

A discount as the way to close a part-paid bill

A bill that already has some money on it cannot be refunded, cancelled or moved to an internal account. When the guest has left without paying the rest, a discount is the only way to close such a bill: you reduce the total to what the guest actually paid. The steps are in Bills.

If you only have the limited permission and the company has discount limits turned on, the limit may not be enough — someone with Bill discount (unlimited) then has to enter the discount. While such a bill stays open, the shift cannot be closed (see Register (shifts)).

Redeeming loyalty points

Loyalty points are the fourth kind of discount. The Redeem Points row appears in the Payment window (see Payments) when:

• a customer with a positive point balance is assigned to the bill,
• a Point value is set (Settings → Finance → General, Loyalty Program card),
• no points have been redeemed and no payment has been made on the bill yet,
• it is not a voucher sale or credit top-up (points must not turn into money),
• both the loyalty points module and the customers module are on,
• the user has the Redeem loyalty points permission.

The window has the customer's name in the title with "Redeem Points" below it. Enter the number of points on the numpad (points are whole numbers; C clears the field), or tap Max (redeems the largest usable number). The breakdown shows Bill CZK 258, in red 500 points × CZK 0.10 −CZK 50 and in bold Amount due CZK 208, with Available Points below. Points cannot be redeemed above the bill amount — when the bill covers fewer points than the customer has, the window says so with an At most on this bill … line. Confirm with Redeem. If the points cover the whole bill, the till closes it as paid right away.

How customers earn points and how Points per CZK 100 and Point value are set is in Customers.

For managers and administrators

Discount permissions

An unlimited discount permission also requires the matching limited one. Without a bill discount permission, the Discount button does not appear on the sales screen or in the bill detail.

Discount limits

A user with a limited permission (Operator) may only give discounts up to the limit set in Settings → Finance → General, Discount Limits card. The limit is set separately for item and bill discounts (pre-filled at 20%) and is turned on with a switch; new companies have it off — until you turn it on, a limited discount has no ceiling.

• The limit is always a percentage. A fixed discount in CZK is capped at the matching percentage of the item price or the bill.
• A higher value is capped to the maximum without an error message — you see the capped value in the field and the breakdown.
• The limit is checked when the discount is entered. If you later remove items, a fixed bill discount stays the same in crowns and may exceed the limit as a percentage.
• The two limits are separate and do not add up. With a 20% limit on both, staff can give 20% on an item plus 20% on the bill — roughly 36% in total. For a stricter cap, lower both limits.

A user with an unlimited permission (Manager, Administrator) may give up to 100% regardless of the limits.