Prices and discount limits

Bitta Retail POS keeps Business Central as the price authority. A mapped item's price comes from the standard Business Central price calculation, and a pricing profile only decides which customer price group that calculation uses; no price list is copied into the POS. On top of the price sit the discount limits: company switches on POS Setup, a Max Discount % for each POS user, the right to override prices, reason codes, and supervisor approval for anything over the limit. This page covers the setup. The cashier side is in Give discounts.

Prerequisites

• The BAA POS - Admin permission set.
• Customer price groups and sales price lists in Business Central for every price you want to sell at. These are standard Business Central records.
• POS items mapped to Business Central items. An unmapped POS item is priced from its own Unit Price as a fallback.
• Standard Business Central reason codes, if you plan to require reasons.

How the register prices a line

For a mapped item, the register builds a temporary sales document from the sale context (customer, customer price group, location, item, variant, unit of measure, quantity, date and currency) and runs the standard Business Central price calculation on it. The line records which price list line supplied the price, so the posted invoice and the register agree.

Automatic discounts do not stack. The register compares the Business Central line discount with the POS promotion, which is the larger of the item's and the POS customer's POS Discount %, and applies the bigger one. A loyalty tier discount can win over both.

Set up pricing profiles

A pricing profile names one Customer Price Group Code. The register looks for the profile that applies to the sale in this order and stops at the first match:

Order	Source	What applies
1	Manual switch	A profile the cashier picked on the register
2	Loyalty tier	A tier benefit that names a price list or customer price group
3	Mapped customer	The customer price group on the mapped Business Central customer
4	POS customer	A profile scoped to that POS customer
5	Customer type	A profile scoped to the POS customer's type
6	Store	A profile scoped to the sale's store
7	Register profile	A profile scoped to the register profile of the till
8	Compatibility	No profile: no customer price group is supplied

Within one level, the profile with the higher Priority wins, then the lower Code. Only profiles that are Active and inside their Starting Date and Ending Date count.

1. Search for Pricing Profiles and choose New.

2. Fill in Code, Description, Customer Price Group Code and Priority, add Starting Date and Ending Date if the profile is temporary, and select Active.
3. Leave Allow POS Promotions on (the default) if item and customer POS discounts may compete with the Business Central discount; turn it off to use only Business Central discounts. Select Require Supervisor to Switch if a manual switch to this profile needs approval.
4. In Scopes, add one line per place the profile applies: a Scope Type of Store, Register Profile, Customer Type or POS Customer, with the matching Scope Code or Customer Type.

A profile without scopes is still available for a manual switch. On the register, the cashier opens the pricing profile from the status bar, picks an active profile and a reason. A reason is always required for a switch, the register profile must allow Pricing Changes, and the switch is refused once tender has started.

Set discount and override limits

1. Open POS Setup and expand the Discounts and Pricing FastTab.
2. Set the company policy:

Field	Default	What it does
Allow Line Discount	On	Allows a discount on one sale line. Off disables line discounts on the register and in the back office.
Allow Invoice Discount	On	Allows a discount on the whole ticket.
Default Max Discount %	0	The highest discount a cashier can give alone. 0 means no discount without approval.
Require Discount Reason	Off	Every discount needs a reason code.
Allow Price Override	On	Master switch for changing a unit price. Each POS item's Allow Price Override must also be on.
Price Override Never Below Cost	On	Refuses an override below the item's cost.
Min Margin %	0	Refuses an override that keeps less than this margin over cost.
Require Price Override Reason	Off	Every price override needs a reason code.
Supervisor For Over-Limit Discount	On	A discount above the cashier's limit asks for supervisor approval instead of being refused.
Supervisor For Price Override	On	An override by a user without Can Override Price asks for approval instead of being refused.
Discount Recheck Action	Reduce to Authority	What happens when a later change (lowering a quantity, removing a line or overriding a price) would leave a discount above the authority that approved it: Reduce to Authority, Remove Discount or Block Change.

3. Search for POS Users, open a user and set the Permissions group:
   • Max Discount %: this user's own limit. 0 means the user inherits Default Max Discount %.
   • Can Override Price: the user can change prices without approval, within the master switch and the item flag.
   • Supervisor: the user can approve over-limit discounts and price overrides for other cashiers. A supervisor ringing a sale is not prompted for approval.

In the demo company, DEMO-CASH has a 10 percent limit and cannot override prices, DEMO-SUPER is a supervisor with 25 percent, and DEMO-ADMIN is a supervisor who inherits the company default. The demo supervisors have no PIN until you set one with Set PIN.

Supervisor approval over the limit

Request	Result
Discount at or below the cashier's limit	Applied.
Discount above the limit, Supervisor For Over-Limit Discount on	Supervisor Approval opens; a supervisor enters their POS User No. and PIN.
Discount above the limit, the switch off	Refused.
Price override by a user without Can Override Price	Approval when Supervisor For Price Override is on, otherwise refused.
Price below cost or below Min Margin %	Refused for everyone, including supervisors.

Wrong PINs count toward Max PIN Attempts and the Approval Lockout (min.) on POS Setup. PINs and lockouts are covered in Cashier PIN security.

Reason codes

Bitta Retail POS has no reason table of its own. Discount, price override, return and pricing profile reasons are standard Business Central reason codes, so create them on the Reason Codes page. The demo data adds DEMO-DISC (manager discount) and DEMO-PRICE (price match).

The reason code and the approving supervisor (Approved By User No.) are stored on the sale line, and the cashier on the sale. The POS Discount Override Audit report lists them by date, approver, item, category and reason; see All POS reports.

What's next

Configure how tax is calculated on POS sales: Sales tax and VAT.