Trade discount - Voucher POS

Vouchers are used to apply discounts to the order value during checkout.
Voucher programs can be applied across multiple channels, including POS, Customer Portal, and Pre-Order.

Discounts can be applied as either:

• A percentage (%) of the order value, or

• A fixed amount deducted from the order value.

Add a New Voucher

Step 1: Access Trade Discount Menu

• Navigate to Omni Sales → Trade Discount from the left sidebar.

Step 2: Open Voucher Tab

• Select the Voucher tab.

• Click the Add button.

Step 3: Configure Voucher Details

On the New Voucher page, complete the following fields:

1. Name
   Enter the voucher program name.

2. Code
   Enter a unique voucher code to be used at checkout.

3. Start Date – End Date
   Define the effective period of the voucher program.

4. Customer Scope

   • If no specific customer group or individual customer is selected, the voucher will apply to all customers by default.

5. Product Scope

   • If no specific product group or product is selected, the voucher will apply to all products in the store.

6. Type

   • Coupon – Discount is applied as a percentage (%).

   • Voucher – Discount is applied as a fixed amount.

7. Discount Value
   Enter the discount percentage or fixed amount, based on the selected type.

8. Sales Channel
   Select the applicable channel:

   • POS

   • Portal

   • WooCommerce

   • Pre-Order

9. Minimum Order Value
   Specify the minimum order amount required for the voucher to be applied.

Examples

Example 1: POS Channel – Coupon (Percentage Discount)

• Minimum Order Value: USD 1,700

• Voucher Code: BANMOI2023

• Discount Type: Coupon (Percentage)

• Discount: 5%

When applied, the order value (before tax) will be reduced by 5%.

Calculation Formula: Discount Amount = Total Order Value (before tax) × Discount Percentage

Example 2: POS Channel – Voucher (Fixed Amount Discount)

• Minimum Order Value: USD 1,700

• Voucher Code: BANMOI2023

• Discount Type: Voucher (Fixed Amount)

• Discount: USD 5

When applied, the order value (before tax) will be reduced by USD 5.

Edit a Voucher

To modify an existing voucher:

1. Navigate to Omni Sales → Trade Discount from the left sidebar.

2. Select the Voucher tab.

3. Choose the voucher to be edited and click Edit.

4. Update the required fields.

5. Click Save to apply the changes.

Delete a Voucher

If a voucher is no longer in use, it can be removed from the system:

1. Navigate to Omni Sales → Trade Discount from the left sidebar.

2. Select the Voucher tab.

3. Choose the voucher to be deleted and click Delete.

4. Confirm the action in the confirmation pop-up.

The voucher will be permanently deleted.