Clock POS supports built-in functions to add a Discount or Surcharge % to the bill or set items as Complimentary.
Important: The Discount and Surcharge features are controlled by the POS user right: "Discount and Surcharge". To make a Menu item complimentary, you are required to have the "Make Complimentary" POS user right.
Applying a Discount
Firstly, let's examine some important points about using the Discount function:
- when using the Discount, the system will apply a new negative charge to the bill.
- the charge that the system applies is allocated to Revenue Group - Discount.
- you can also set a Revenue Category for these discount charges through the Tax Settings.
- you can apply a Discount to the whole bill or to a select number of items on the bill.
Discount to the Whole Bill
In order to apply a Discount to the whole bill:
- open the respective table from the home screen.
- on the menu list, scroll to the bottom of the screen and press the 'Settle' button
- on the bill closing screen, select the 'Discount' button.
- on the pop-up window that will show up, enter the discount % that you want to apply and optionally change the text of the charge
- once you click 'Ok' the system will calculate the discount(s) and post the negative charge(s) to the bill.
Discount to Select items
In order to apply a Discount to select items:
- open the respective table from the home screen.
- on the menu list, scroll to the bottom of the screen and press the 'Edit/Split' button
- on the next screen, select the items that you want to discount (1) and press 'Discount selected' (2)
- from here, the process is the same - enter the % discount and optionally change the text.
Important: if you are applying a discount to items with different tax (VAT) %, a separate Discount charge will be posted per VAT %.
Applying a Surcharge
Clock POS also supports the function to add a Surcharge % to the whole bill. Some specifics:
- the surcharge can be applied only on the whole bill (not on individual items).
- when using the function, the system will post a positive charge to the bill.
- the charge that the system applies will be in Revenue Group - Surcharge.
- you can set if there is a tax (VAT) % applicable to the surcharge through the Tax settings, along with the text of the charge and what the surcharge is calculated on (net/gross value of the bill).
- the surcharge % can be set to be automatically applied to all bills. Alternatively, it can be applied manually to select bills.
Automatically to all bills
To see how to set up the system to apply a surcharge automatically on all bills, please check our article about Tax settings.
Manually to a bill
In order to apply a surcharge to a bill:
- navigate to the bill closing screen.
- select the blue 'Surcharge' button.
- enter the % of the surcharge.
- once you save, the system will calculate the surcharge and post the charge to the bill.
Making items as Complimentary
Clock POS also offers the option to set items as Complimentary. In order to set an item as complimentary:
- open the respective table
- on the menu list, scroll to the bottom of the screen and press the 'Edit/Split' button
- on the next screen, select the item(s) (1) and press 'Make complimentary' (2)
- this will set the price of the item(s) to 0.
Note: Information on all Menu items, made complimentary, can be found in the Complimentary Report.