PlanIt EPOS · Making a Sale
A discount over the staff limit — asking a manager
This guide is awaiting review — the steps may change.
What does this do?
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.
How to use it
- Enter the discount as normal. If it is over the limit, a red note appears under Total discount saying so.
- Press PAY NOW (or + Put this sale on account). A box asks for a manager PIN.
- A manager types the same PIN they sign in with. The sale continues and their name is stored against the discount.
- If nobody is available, lower the discount to the limit instead — the note tells you what the limit is.
Questions this guide answers
- Why is it asking for a manager PIN?
- How do I approve a discount for a member of staff?
- Who can give a bigger discount?