Discount Tracking

In this article

Step 1: To create an offer for Discount Tracking

Step 2: To configure a setup for Discount Tracking

Step 3: To configure a discount limitation

To view Discount Tracking entries

Discount Tracking is a functionality that lets you monitor, manage, and limit discounts for members in a club for a certain period. The discount limitation can be a fixed amount per member contact, account, scheme, or club, or it can be the number of times the discount is triggered.

There are three steps that you must complete in order to use Discount Tracking:

  1. Create a new offer which will then be connected to the new Discount Tracking setup.
  2. Configure a setup for Discount Tracking.
  3. Configure a discount limitation for one of these: a club, scheme, member account, or member contact.

Step 1: To create an offer for Discount Tracking

Note: In the following the offer type is the Total Discount Offer, but you can use most offer types with Discount Tracking.

  1. Click the icon, enter Total Discount Offer, and select the relevant link.
  2. Click New to create a new discount offer.
  3. Fill in the fields in the General and Line FastTabs as needed.
  4. In the Benefits FastTab, select Discount in the Type column, % in Value Type, and 25, for example, in the Value column.
  5. Click Enable on the action menu.

Step 2: To configure a setup for Discount Tracking

  1. Click the icon, enter Discount Tracking, and select the relevant link.
  2. Click New to create a new entry.
  3. In the General FastTab, fill in these fields as follows:
    Field Value
    DescriptionFor example the name of your staff club, or the value you entered in the Member Value field in Step 1.
    Limitation TypeDiscount Amount.
    Starting DateEnter the first date in the current quarter; for example, if you are working in July 2017, you would enter 1.6.17.
    Period Calculation3M (for example)
    RecurringSelect this check box.
    Limited byAccount

  1. In the Lines FastTab, enter: 

    Field Value
    Discount Type Total Discount
    Discount No. Enter the system number issued in the No. field in Step 1.
  1. Click Enable on the action menu.

Step 3: To configure a discount limitation

  1. Click the icon, enter Total Discount Offer to locate and select the offer you just created in Step 1 in the Total Discount Offer list.
  2. In the Total Discount Offer card, the Discount Tracking No field , select the number that was generated in Step 1.
  3. Close the card, and navigate to the Member Accounts page.
  4. Double-click the member the discount should apply to, and click Related - Account - Discount Limitation on the action menu.
  5. In the Discount Tracking No. column, select the number created in Step 2.
  6. Enter a value in the Limitation Value field, and close the window.

The setup of discount tracking with a discount limitation for a member account is now complete. Remember that discount tracking can be set up either as a discount amount or a number of times the discount is triggered.

Note: In this example the discount limitation is applied to a member account. Similar instructions apply to member contacts, schemes, and clubs. Note that if you are working with member schemes or clubs, the Discount Limitation action is to be found on the Action menu.

Discount tracking can be very practical and can be used in a variety of ways; a few examples:

  • New members of a club will get a 5% discount for the first two sales.
  • Staff members belong to a staff club, and they get maximum discount amount per year.
  • A sports club makes an agreement for its members that they receive a maximum discount amount per month.

The system will log all transactions originating from the POS that are triggered by the Discount Tracking card.

To view Discount Tracking entries

The Discount Tracking Entries card shows you numerous data that were generated with Discount Tracking for the selected setup. To see an overview of these data: 

  1. Click the icon, enter Discount Tracking, and double-click a setup in the list.
  2. Open the Related action menu, and click Discount - Tracking Entries.

The Discount Tracking Entries is displayed and shows, for example, the date of the transaction, the document number, a tracking number, the discount amount, the club code, the transaction number and more.