Give discounts

Bitta Retail POS lets cashiers discount a single line, discount the whole sale, or override a unit price, each within limits set on POS Setup and on the POS user. Anything above a cashier's limit can go to a supervisor, who approves it with a POS User No. and PIN at the register, and every approved change records who approved it and why. This page explains the limits, walks through each kind of change, and shows where to review them afterwards.

Prerequisites

• POS users set up with Supervisor, Max Discount % and Can Override Price as your policy requires, and a PIN for every supervisor who approves changes. See Cashier PIN security.
• The Discounts and Pricing settings on POS Setup reviewed by an administrator. See Prices and discount limits.
• A register profile with Pricing Changes turned on. It is on in the default profile template.

Who can do what

Change	Switched on by	Limit
Line discount	Allow Line Discount	The user's discount cap
Whole-sale (invoice) discount	Allow Invoice Discount	The user's discount cap, measured on the whole sale
Price override	Allow Price Override and the POS item's own allow-override flag	The price floor

The discount cap is the user's Max Discount % when it is above 0, otherwise the company-wide Default Max Discount % from POS Setup. When both are 0, a cashier cannot give any discount without supervisor approval. Above the cap, Supervisor For Over-Limit Discount decides what happens: when it is on (the default), the register asks for supervisor approval; when it is off, the register refuses with "A discount of X% cannot be approved at this register."

For price overrides, Supervisor For Price Override (on by default) asks for approval when the user has neither Can Override Price nor Supervisor. A cashier whose own POS user is a supervisor is never asked to approve their own discounts or overrides.

Discount the whole sale

1. Ring up the items. Discount in the action row under the cart stays unavailable while the cart is empty.
2. Tap Discount. The Whole-ticket discount editor opens on the Discount % tab; switch to Discount amt for a fixed amount. Enter the value on the keypad.

3. Pick a Reason if your setup requires one, then choose OK.
4. If the discount is above your cap, the Supervisor Approval dialog opens: "This action requires supervisor approval. Ask a supervisor to enter their POS User No. and PIN." The supervisor enters their POS User No. and PIN and chooses OK.

The discount is spread across the sale's lines and the totals update. Applying a whole-sale discount again replaces the earlier one; it never adds to it.

Discount a line or override its price

1. Tap the edit button on the cart line. The line editor opens with the tabs your setup allows: Price for an override, Disc % and Disc amt for a line discount.

2. Enter the new price or the discount on the keypad, pick a Reason if required, and choose OK.
3. If the change needs approval, a supervisor completes the Supervisor Approval dialog as above.

When a price is overridden, the line keeps its Original Unit Price and is marked Price Overridden, so the change stays visible on the sale.

Price floors

A price floor is a hard limit that no approval can pass. It applies to price overrides and to discounts that would take a line's net price below it:

• Price Override Never Below Cost (on by default) keeps the price at or above the item's cost.
• Min Margin % keeps that margin over cost. 0 turns the margin floor off.

A line change below the floor is refused with "That price is below the allowed floor of X."

Supervisor approval

The supervisor must be an active POS user with Supervisor selected; anyone else gets "POS user X is not a supervisor." Each approval is bound to the exact request (operation, sale, line, value and reason) and can be used once, so it cannot be reused for a larger discount. The approving supervisor is stored on the line (Approved By User No.) or on the sale (Inv. Disc. Approved By User No.) and written to the audit trail.

Wrong entries count against Max PIN Attempts (3 by default). After that, approvals are locked for the Business Central user for Approval Lockout (min.) minutes (15 by default). An administrator can end a lockout early with Clear Approval Lockouts on POS Setup.

Reason codes

Reasons are standard Business Central reason codes; the register lists all of them. Require Discount Reason and Require Price Override Reason on POS Setup make a reason mandatory, and the editor then shows Reason (required). The demo data adds DEMO-DISC (manager discount) and DEMO-PRICE (price match).

Later changes to a discounted sale

If a later change, such as a lower quantity or a removed line, would leave a discount worth a higher percentage than the authority that approved it, Discount Recheck Action on POS Setup decides the outcome: Reduce to Authority (the default) lowers the discount to what was approved, Remove Discount drops it so the cashier must ask again, and Block Change refuses the change until the discount is removed.

Back-office users apply the same rules from the POS Sale card with Invoice Discount % and Invoice Discount Amount.

Review discounts and overrides

The POS Discount Override Audit report lists manual discounts, price overrides, whole-sale discounts, automatic pricing and sale cancellations, with the cashier, approver and reason for each. Open it from Tell Me and filter by date, Approver, Item, Category, Reason, Override/Discount/Both and Posting Status, or select Exceptions Only. It needs the BAA POS - Admin permission set.

What's next

Attach customers and run loyalty at the register: Loyalty at checkout. For every report in the app, see All POS reports.