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Pickleball Facility Setup
Module 5: Pro Shop Setup
Discount Items in the Shopping Cart
Discount Items in the Shopping Cart

Module 5 (9/15)

Ashley Owens avatar
Written by Ashley Owens
Updated over a week ago

INTRODUCTION

  • Feature Summary: Lower the retail price of an item in the shopping cart.

  • Use Cases: POS admins (and sub-admins with proper permissions) can reduce the cost of an item in the shopping cart by clicking the Discount icon and then manually entering a discount rate or a new price. Optionally, system users can create pre-built discounts (e.g. for staff discounts or special membership types).

Module 5 is an fifteen-part quick-start guide highlighting the key steps admins should complete when setting up their Point of Sale. This article is Part 9.

  1. Part 1: Set Up Pickleball POS

  2. Part 2: Create Pickleball Item Categories

  3. Part 3: Create Revenue Categories

  4. Part 4: Create Pickleball Manufacturers

  5. Part 5: Create Pickleball Items

  6. Part 6: Create Item Variants

  7. Part 7: Create Pickleball Taxes

  8. Part 8: Launch the POS

  9. Part 9: Discount Items in the Shopping Cart

  10. Part 10: Manage POS Permissions

  11. Part 11: Create an Item Sales Report

  12. Part 12: Create a Category Sales Report

  13. Part 13: Create an Inventory Valuation Report

  14. Part 14: Create a Reorder Stock Report

  15. Part 15: Create a Sales Report

PREREQUISITES

Know how to create POS items and launch the POS.

SETUP REQUIREMENTS

Follow these steps to apply a discount.

  1. Add an item to the shopping cart.

  2. Click the Discount icon.

In the popup window, enter a percentage discount or an override price and then click Save. Optionally, select a pre-built discount rate. (see below)

The shopping cart shows the discount, the adjusted pre-tax price, and the total price with tax (if applicable).

Click Checkout and complete the transaction on the next page.

Read this article to learn about managing sub-admin discounting permissions.

Creating a pre-built discount

Systems users can create a discount rate for specific purposes (e.g. staff discount or special membership type). These rates appear as buttons in the Discount popup.

Go to the side menu and click POINT OF SALE > SETTINGS. A new page displays. Scroll down to the Discount % heading. Click the Add Discount button.

In the popup, enter a discount rate and button name. Click Save. Click Save changes on the Point of Sale Settings page. The new rates appear in the POS discount window.

FEATURE USAGE - USERS' PERSPECTIVE

On the Transaction Details page (click the ALL tab), CourtReserve displays a half-filled circle next to prices in the Amount to Pay column. The icon indicates a discount was applied. Hover the mouse over the icon to see the full transaction price.


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VIDEO TRAINING & RELATED WEBINARS

CLICK HERE to watch the section of Module 5's video that covers the information in this article.

Watch the entire Module 5 video to learn about Pro Shop and Point of Sale management.

What's next?

  1. Read Module 5, Part 10: Manage POS Permissions

  2. Read Module 5, Part 11: Create an Item Sales Report

  3. Read Module 5, Part 12: Create a Category Sales Report

  4. Read Module 5, Part 13: Create an Inventory Valuation Report

  5. Read Module 5, Part 14: Create a Reorder Stock Report

  6. Read Module 5, Part 15: Create a Sales Report

  7. Read Module 5, Part 1: Set Up Pickleball POS

  8. Read Module 5, Part 2: Create Pickleball Item Categories

  9. Read Module 5, Part 3: Create Revenue Categories

  10. Read Module 5, Part 4: Create Pickleball Manufacturers

  11. Read Module 5, Part 5: Create Pickleball Items

  12. Read Module 5, Part 6: Create Item Variants

  13. Read Module 5, Part 7: Create Pickleball Taxes

  14. Read Module 5, Part 8: Launch the POS


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