# Discounts, Coupons & Reward Points ActuaryPOS Hybrid Solution offers several ways to reward your customers and boost sales: **Discounts**, **Coupons**, and **Reward Points**. This guide explains how to set up and use each one. --- ## What You'll Learn - How to create and manage discounts - How to apply discounts at the POS - How to set up and use reward points - How to manage customer groups for special pricing --- ## Part 1: Discounts ### How to Create a Discount 1. Go to **Discounts** from the left sidebar. 2. Click **+ Add Discount**. 3. Fill in the details: - **Name** — a friendly name (e.g. "Summer Sale", "Staff Discount") - **Amount** — the discount value - **Discount Type** — choose "Fixed" (e.g. $10 off) or "Percentage" (e.g. 10% off) - **Starts At** — when the discount becomes active - **Ends At** — when the discount expires - **Applicable on** — "All Products" or specific brands/categories - **Priority** — if multiple discounts apply, the highest priority wins - **Is Active** — turn the discount on or off 4. Click **Save**. 📸 *[Screenshot: The Add Discount form with all fields]* ### How to Apply a Discount at POS There are two ways: **Automatic Discounts:** - If a discount is active and applies to the product being sold, it's applied automatically. **Manual Discounts:** 1. On the POS screen, look at the order summary. 2. Click the **Discount** button. 3. Select a preset discount or enter a custom amount/percentage. 4. The discount is applied to the total. 📸 *[Screenshot: POS screen showing the discount being applied to an order]* --- ## Part 2: Reward Points Reward loyal customers by giving them points for every purchase, then letting them redeem points for discounts. ### How to Enable Reward Points 1. Go to **Business Settings** from the left sidebar. 2. Click the **Reward Points** tab. 3. Set the following: - **Enable Reward Points** — turn ON - **Earning Rate** — how many points per unit of currency spent (e.g. 1 point per $1) - **Minimum Order Total** — minimum purchase amount to earn points (optional) - **Redemption Value** — how much each point is worth when spending (e.g. 1 point = $0.01) - **Minimum Redeemable Points** — minimum points a customer must have to redeem 4. Click **Save**. 📸 *[Screenshot: Business Settings → Reward Points tab with earning and redemption settings]* ### How Customers Earn Points Points are earned automatically after every completed sale: 1. A customer makes a purchase. 2. ActuaryPOS Hybrid Solution calculates the points based on your earning rate. 3. Points are added to the customer's account. 4. The customer can view their balance on their receipt. 📸 *[Screenshot: A receipt showing reward points earned]* ### How to Redeem Points at POS 1. Start a new sale on the POS screen. 2. Add items to the order. 3. Select the **Customer** (they must be a registered customer). 4. Look for the **Redeem Points** section. 5. Enter the number of points to redeem, or click **Use All**. 6. The discount is applied to the total. 7. Complete the sale. 📸 *[Screenshot: POS screen showing the redeem points option with available balance]* > 💡 **Tip:** Points can only be redeemed if the customer has enough points and meets the minimum redeemable threshold. --- ## Part 3: Customer Groups Customer groups let you offer **different prices** to different types of customers. ### How to Create a Customer Group 1. Go to **Contacts** → **Customer Groups** from the left sidebar. 2. Click **+ Add Customer Group**. 3. Enter: - **Group Name** (e.g. "Wholesale", "VIP", "Staff") - **Calculation Percentage** — a discount or markup percentage for this group 4. Click **Save**. 📸 *[Screenshot: The Add Customer Group form]* ### How to Assign a Customer to a Group 1. Go to **Contacts** → **Customers**. 2. Edit the customer. 3. In the **Customer Group** dropdown, select the group. 4. Click **Save**. 📸 *[Screenshot: Customer edit form showing the Customer Group dropdown]* ### How Customer Group Pricing Works - When you select a customer from a group at POS, the **calculation percentage** is applied automatically. - A **positive percentage** adds to the price (markup). - A **negative percentage** reduces the price (discount). --- ## Part 4: Selling Price Groups For more advanced pricing, you can create **Selling Price Groups** — each product can have multiple prices for different situations. ### How to Create a Selling Price Group 1. Go to **Products** → **Selling Price Groups** from the left sidebar. 2. Click **+ Add**. 3. Enter a **Name** (e.g. "Retail Price", "Wholesale Price", "Online Price"). 4. Click **Save**. 📸 *[Screenshot: The Add Selling Price Group form]* ### How to Set Prices for Each Group 1. When adding or editing a product, look for the **Selling Price Group** section. 2. Enter a different selling price for each group. 3. Click **Save**. 📸 *[Screenshot: Product edit form showing selling price fields for each group]* ### How to Apply a Selling Price Group at POS 1. Select the appropriate **Selling Price Group** on the POS screen (if the dropdown is enabled). 2. All products will use prices from that group. --- ## Settings & Options | Setting | What It Does | Where to Find It | |---|---|---| | **Discounts** | Create and manage discount rules | Left sidebar → Discounts | | **Reward Points** | Enable earning and redeeming | Business Settings → Reward Points | | **Customer Groups** | Group customers for special pricing | Contacts → Customer Groups | | **Selling Price Groups** | Multiple price levels per product | Products → Selling Price Groups | | **Show Discount on POS** | Show discount button/field on POS | Business Settings → POS | --- ## Common Questions **Q: Can I run multiple discounts at the same time?** A: Yes, but if they overlap, the one with the highest **priority** is applied. **Q: Can customers see their reward points balance?** A: Yes, points can be printed on receipts. Customers can also ask staff to check their balance. **Q: Can I give bonus points for special promotions?** A: The system awards points based on purchase amount. For manual bonus points, you would need to adjust the customer's points manually. **Q: What happens to expired discounts?** A: They stop being applied automatically. You can reactivate them by changing the end date. **Q: Can different locations have different discounts?** A: Discounts apply based on your configuration. You can limit them by brand or category, and locations can use different selling price groups. --- ## Tips & Best Practices - 📌 **Set start and end dates** for seasonal promotions - 📌 **Use reward points** to encourage repeat purchases - 📌 **Create customer groups** for wholesale vs. retail pricing - 📌 **Review discount reports** to see which promotions drive the most sales - 📌 **Train staff** on how to apply and verify discounts at POS