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olivr22
Level 1

DISCOUNT RESTRICTIONS

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.  

 

 

6 Comments
Mark_R
QuickBooks Team

DISCOUNT RESTRICTIONS

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.

 

  1. In your QuickBooks Point of Sale (QB POS), go to the Inventory menu and select Price Manager.1.PNG
  2. In the Price Manager window, click the Set Up Automatic Discount button.2.PNG
  3. Select % off from the Discount drop-down.
  4. Enter the percentage off of an item.
  5. Specify the duration time of the discount, then click Next.3.PNG
  6. Select the price level to which the discount applies and click Next.4.PNG
  7. In the Choose which items the discount affects window, select Custom and click Next.5.PNG
  8. From the item list, select the item where you want to apply the discount, then choose Next.6.PNG
  9. (Optional) Enter a note for the discount, then click Finish.7.PNG

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.

bwhitelaw559
Level 1

DISCOUNT RESTRICTIONS

Is there a way to restrict users discounting in QB desktop Enterprise also?

MariaSoledadG
QuickBooks Team

DISCOUNT RESTRICTIONS

Hello, bwhitelaw559.

 

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.

bwhitelaw559
Level 1

DISCOUNT RESTRICTIONS

Is there a way to set a price rule not to go below a certain amount or percentage of the sale price? 

bwhitelaw559
Level 1

DISCOUNT RESTRICTIONS

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. 

Angelyn_T
QuickBooks Team

DISCOUNT RESTRICTIONS

Hello, @bwhitelaw559.

 

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!

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