Discounts

A discount takes money off a sale — either a percentage (e.g. 10% off) or a fixed amount (e.g. $5 off). You can apply one on the spot at the register, or save the ones you use often as presets so they’re a tap away.

Save your discount presets

Go to Settings → Discounts to keep a list of reusable discounts. Press New discount and fill in:

Name — what it’s for, e.g. Staff discount.
Type — Percent or Amount.
Value — a percentage from 0 to 100, or a dollar amount.

Use Edit or Delete on any preset later. Deleting a preset only removes it from the list — sales that already used it keep their discount, because the amount is stored on the order.

That’s all a preset holds: a name, a type, and a value. There are no minimum spends, expiry dates, customer targeting, or usage limits.

Apply a discount during a sale

While you’re building the cart (Ring up a sale), you can discount the whole sale or one line:

Whole sale — in the order’s discount area, pick a saved preset from Apply a preset…, or press ＋ Custom discount to enter a one-off percent or amount.
One line — press ＋ Add discount on that cart line and enter a one-off percent or amount.

Saved presets are picked at the whole-sale level; line discounts are always entered by hand. Either way the applied discount shows as a removable summary (e.g. −$5.00) with an ✕ to clear it.

A discount can never take off more than the thing it applies to — Swann Retail caps a fixed amount at the line or sale subtotal, so you can’t discount below zero.

How discounts affect your totals

The total drops by the discount, and VAT is worked out on the discounted price — so a discount lowers the tax too.
A line discount comes off that line first; a whole-sale discount then comes off the remaining subtotal.
In your reports, net sales is your sales after discounts (see Reports).

Who can use discounts

Applying a discount at the register needs the Apply discount permission (cashiers and up). Creating, editing, or deleting the presets needs the Manage settings permission.