This article will show you how to set up a new Discount and choose which staff members can use it at checkout.
Note: Custom discounts are not available in PhorestGo. In PhorestGo, you can manually enter either a monetary or a percentage discount amount.
Creating a new Discount
Go to Manager > Business > Discounts.
If you are not on the latest version of Phorest, you will find the Discounts screen under Manager > Settings > Financials > Discounts.
Click the Add Discount button to begin creating a new discount.
Give your discount a Name and then enter a discount Amount or Percentage.
You can change between an Amount or Percentage by clicking the Calculator button
Click Save changes to finish.
Staff Access to Discount
After you create a new Discount, you will need to specify which staff members can apply it. This is determined by Access settings.
Go to Manager > Access, then use the Access Level dropdown menu to select the profile you want to have access to your new discount.
Useful Tip!
If you're not sure which Access Level is assigned to a particular staff member, go to Manager > Staff Members and single-click their name. Their Access Level will be displayed on their main profile page.
Type the Name of your new discount into the Search field, check the box for your new discount, and click Save.
You can also navigate to your new Discount by clicking the > arrow to expand on the Purchase section, then expand again on the Discounts section to see all of your discount types.
Applying a Discount in a Sale
Check out this guide for information on applying a discount to a sale.