PlanIt EPOS · Settings & Account

Set how much your staff can discount

This guide is awaiting review — the steps may change.

What does this do?

Decide whether staff can discount at all, and how much they can take off without a manager. Anything over the limit asks for a manager PIN and records who approved it.

How to use it

  1. Go to Settings and find Discounts, under Operators & PINs.
  2. Tick Staff can apply discounts to allow them, or untick it so every discount needs a manager.
  3. Type a figure in Maximum discount without a manager %. Leave it blank for no limit.
  4. Tick Ask for a reason when a discount is given if you want the reason recorded.
  5. In the operator list above, tick Manager beside anyone who may approve an over-limit discount.
  6. Press Save settings.
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Related guides

Record who served the customer (Operative and PIN)

Every sale records the operator who processed it. Enter your PIN before the sale, or pick your name in the Operative box, and it goes on the receipt and into History.

Making a Sale

Give a discount on a line or the whole sale

Take a percentage or a set amount off one line in the basket, or off the whole sale. The receipt shows the full price of the work and the discount underneath, so the customer can see what they were given.

Making a Sale

A discount over the staff limit — asking a manager

If your shop has set a maximum discount for staff, anything above it asks for a manager PIN before the sale can be taken. The manager who approved it is recorded on the document.

Making a Sale

See what you have discounted

Two reports show what your shop has given away — one per product line, one per document, both in money rather than only percentages.

Reports & Cash Up

Add your bank details for customer payments

Customer payments is where you tell the till how customers can pay you. Bank transfer details print on invoices, quotes and statements and show in the customer portal, with a payment reference the customer can quote.

Settings & Account

Add your company details and logo

Your company name, logo and contact details print on every receipt, quote, invoice and statement, and brand the customer portal. Set them once and every till in the shop uses them.

Settings & Account
Questions this guide answers
  • How do I stop staff giving big discounts?
  • Can I set a maximum discount?
  • How do I make someone a manager?
  • Can I make staff give a reason for a discount?

Last updated 2026-09-03 · Direct link for this feature