I have some items that I resell with very low margin (under 5%). while most items have a better margin. I would like to keep my cashier from giving discounts on those items with low margin. How can I achieve that in Quickbooks POS.
Hi there, @olivr22.
You can go to the Price Manager menu to set an automatic discount on your selected items. Let me guide you through the steps.
Please repeat the same steps for the rest of your discounted items.
You might want to check out this article to learn more about QB POS: QuickBooks Point of Sale (POS) FAQ.
Please know you can continue to reach me here with any additional questions. I'm only a post away if you have any follow-up questions. Wishing you all the best.
At this time, QuickBooks Enterprise doesn't have a specific user restriction in terms of discounts. However, you can give users full, partial, or limited access to create, modify, delete, or print data. I'm here to share with you some information about this.
You'll want to create a view-only user in QuickBooks Desktop Enterprise. Changing access for one user's role affects all other users with the same role. To give you more information about user restrictions, please check this article: QuickBooks Desktop Users and Restrictions.
You'll also want to set up users and assign roles for the Enterprise version: Create And Manage Roles in QuickBooks Desktop Enterprise.
Please get back to us if there's anything else you want us to help. We're always right here to assist you.
I need the user to be able to create invoices and edit them need be. But I want to restrict the amount of the discounts given. I noticed you are able to in the POS system, with Enterprise I thought you would be able to also.
At this time, we aren't able to set users to be able to create and edit invoices and restrict the amount of the discounts given. As mentioned by MariaSoledadG above, QuickBooks Enterprise doesn't have a specific user restriction in terms of discounts. To learn more about the user roles and restrictions in QuickBooks Desktop, check out these articles:
Also, feel free to read this article for the detailed information about price rules: Use Advanced Pricing.
Let me know if you have any other questions. I'm always here to help. Have a good day!