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Schemes: running discounts on products

A scheme is a discount percentage on chosen products between two dates. It reaches the till by itself: the line shows the discount when the product is scanned. Customer-based discounts apply on Accounting invoices, not at the till.

  • Retail POS Schemes
  • 3 min read
  • Updated October 20, 2026

For Supervisor or shop manager Owner Accountant

On this page

What a scheme does

A scheme gives a percentage discount on the products you choose for the dates you choose. At the till nothing is typed: when the cashier scans a product that is in a running scheme, the line shows the Discount and the lower Net amount (Discounts and adjustments on the bill).

Set up a scheme

The screens are on the page Scheme settings (and as separate entries under POS Settings › Scheme). Its tabs are Customer group, Scheme group, Scheme (with Scheme product mapping and Customer scheme mapping) and General scheme.

  1. Add a scheme group
    Who
    Supervisor or accountant
    Where
    Scheme settings > Scheme group > Add
    What changes
    A scheme group is a name that holds schemes, for example Festival offers. Give it a name and keep it Active.
  2. Add the scheme
    Where
    Scheme settings > Scheme > Add
    What changes
    Fill Scheme group, Scheme name, Adjustment, Start date, End date and Discount (%), and choose whether it is For all products. Adjustment is the sales adjustment (for example the product discount) that carries the discount on the bill. Save.
  3. Choose the products
    Where
    Scheme product mapping
    What changes
    For a scheme that is not for all products: choose the Scheme name, filter the products by group, tick the products and set their Discount (%) (Set discounts fills the filtered list). The list shows each product's Sales rate, the Discount amount and the Sales rate after discount. Save.

A scheme runs from its Start date to its End date if it is Active. A scheme For all products needs no mapping: it applies to every product that allows schemes.

Who gets the discount

At the till: every customer, including a walk-in: the till does not look at the customer for schemes. Discounts that depend on who the customer is (Customer group, Customer scheme mapping, General scheme, the For all customer switch) are used on the invoice screens of Accounting, which know the customer when the product is chosen. They do not change a POS bill.

Common questions

The scheme is running but the till shows no discount.

Check the dates and Active; that the product is mapped (or the scheme is For all products); that the product's Scheme applicable is on; and that the adjustment chosen on the scheme is a product-level discount adjustment. Open POS Sales again after changing sales adjustments: the till reads them when it opens.

Can a scheme give a discount on the whole bill?

Choose a bill-level discount adjustment as the scheme's Adjustment: its rate is replaced by the scheme's percentage on every bill while the scheme runs.

Why does a loyal customer not get the customer-group discount at the till?

Customer-based discounts apply on Accounting invoices only.

Does the cashier need to do anything for the scheme?

No. The line shows the discount when the product is scanned. The cashier does not type it.

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