Sales & POS / Discounts
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Discounts Sales & POS

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ourerp.org/discount Sales & POS Discounts Our ERP · blueprint preview

Manages scheduled discounts by product, brand, or category, with an active date window, priority, and location scope.

The table lists each discount's name, start and end dates, discount amount, priority, brand, category, products, and location, with a checkbox for bulk selection. A discount outside its active window is shown with an Inactive badge next to its name.

Click Add to open a modal for creating a discount: give it a name, scope it to either specific products or a brand/category, choose the business location it applies to, set a priority (used when multiple discounts could apply), pick a discount type of fixed amount or percentage and its value, set the Starts At/Ends At dates, and optionally restrict it to a selling price group or specific customer groups. An Is Active checkbox controls whether it's currently in effect.

Each row can be edited or deleted, and a reactivate action reappears once a discount has lapsed or been turned off. Selecting multiple rows enables a Deactivate Selected bulk action.

All actions on this page require the discount.access permission.

Step-by-step Workflow

  1. Review scheduled discountsCheck which discounts are active, upcoming, or expired in the list.
  2. Create a discountClick Add and scope it to specific products, or to a brand and category.
  3. Set its active windowChoose Starts At and Ends At dates, and a priority relative to other discounts.
  4. Set the discount amountPick fixed amount or percentage and enter the value, plus any price group or customer group restrictions.
  5. Save and activateSubmitting applies the discount automatically wherever the product is sold, in POS and manual sales alike, while it's active.
  6. Deactivate or deleteTurn off a single discount, or select several rows and use Deactivate Selected to retire them together.