Discounts, Coupons & Reward Points

Actuary POS Software offers several ways to reward your customers and boost sales: Discounts, Coupons, and Reward Points. This guide explains how to set up and use each one.

What You'll Learn

• How to create and manage discounts
• How to apply discounts at the POS
• How to set up and use reward points
• How to manage customer groups for special pricing

Part 1: Discounts

How to Create a Discount

1. Go to Discounts from the left sidebar.
2. Click + Add Discount.
3. Fill in the details:
   • Name — a friendly name (e.g. "Summer Sale", "Staff Discount")
   • Amount — the discount value
   • Discount Type — choose "Fixed" (e.g. $10 off) or "Percentage" (e.g. 10% off)
   • Starts At — when the discount becomes active
   • Ends At — when the discount expires
   • Applicable on — "All Products" or specific brands/categories
   • Priority — if multiple discounts apply, the highest priority wins
   • Is Active — turn the discount on or off
4. Click Save.

📸 [Screenshot: The Add Discount form with all fields]

How to Apply a Discount at POS

There are two ways:

Automatic Discounts:

• If a discount is active and applies to the product being sold, it's applied automatically.

Manual Discounts:

1. On the POS screen, look at the order summary.
2. Click the Discount button.
3. Select a preset discount or enter a custom amount/percentage.
4. The discount is applied to the total.

📸 [Screenshot: POS screen showing the discount being applied to an order]

Part 2: Reward Points

Reward loyal customers by giving them points for every purchase, then letting them redeem points for discounts.

How to Enable Reward Points

1. Go to Business Settings from the left sidebar.
2. Click the Reward Points tab.
3. Set the following:
   • Enable Reward Points — turn ON
   • Earning Rate — how many points per unit of currency spent (e.g. 1 point per $1)
   • Minimum Order Total — minimum purchase amount to earn points (optional)
   • Redemption Value — how much each point is worth when spending (e.g. 1 point = $0.01)
   • Minimum Redeemable Points — minimum points a customer must have to redeem
4. Click Save.

📸 [Screenshot: Business Settings → Reward Points tab with earning and redemption settings]

How Customers Earn Points

Points are earned automatically after every completed sale:

1. A customer makes a purchase.
2. Actuary POS Software calculates the points based on your earning rate.
3. Points are added to the customer's account.
4. The customer can view their balance on their receipt.

📸 [Screenshot: A receipt showing reward points earned]

How to Redeem Points at POS

1. Start a new sale on the POS screen.
2. Add items to the order.
3. Select the Customer (they must be a registered customer).
4. Look for the Redeem Points section.
5. Enter the number of points to redeem, or click Use All.
6. The discount is applied to the total.
7. Complete the sale.

📸 [Screenshot: POS screen showing the redeem points option with available balance]

💡 Tip: Points can only be redeemed if the customer has enough points and meets the minimum redeemable threshold.

Part 3: Customer Groups

Customer groups let you offer different prices to different types of customers.

How to Create a Customer Group

1. Go to Contacts → Customer Groups from the left sidebar.
2. Click + Add Customer Group.
3. Enter:
   • Group Name (e.g. "Wholesale", "VIP", "Staff")
   • Calculation Percentage — a discount or markup percentage for this group
4. Click Save.

📸 [Screenshot: The Add Customer Group form]

How to Assign a Customer to a Group

1. Go to Contacts → Customers.
2. Edit the customer.
3. In the Customer Group dropdown, select the group.
4. Click Save.

📸 [Screenshot: Customer edit form showing the Customer Group dropdown]

How Customer Group Pricing Works

• When you select a customer from a group at POS, the calculation percentage is applied automatically.
• A positive percentage adds to the price (markup).
• A negative percentage reduces the price (discount).

Part 4: Selling Price Groups

For more advanced pricing, you can create Selling Price Groups — each product can have multiple prices for different situations.

How to Create a Selling Price Group

1. Go to Products → Selling Price Groups from the left sidebar.
2. Click + Add.
3. Enter a Name (e.g. "Retail Price", "Wholesale Price", "Online Price").
4. Click Save.

📸 [Screenshot: The Add Selling Price Group form]

How to Set Prices for Each Group

1. When adding or editing a product, look for the Selling Price Group section.
2. Enter a different selling price for each group.
3. Click Save.

📸 [Screenshot: Product edit form showing selling price fields for each group]

How to Apply a Selling Price Group at POS

1. Select the appropriate Selling Price Group on the POS screen (if the dropdown is enabled).
2. All products will use prices from that group.

Settings & Options

Common Questions

Q: Can I run multiple discounts at the same time? A: Yes, but if they overlap, the one with the highest priority is applied.

Q: Can customers see their reward points balance? A: Yes, points can be printed on receipts. Customers can also ask staff to check their balance.

Q: Can I give bonus points for special promotions? A: The system awards points based on purchase amount. For manual bonus points, you would need to adjust the customer's points manually.

Q: What happens to expired discounts? A: They stop being applied automatically. You can reactivate them by changing the end date.

Q: Can different locations have different discounts? A: Discounts apply based on your configuration. You can limit them by brand or category, and locations can use different selling price groups.

Tips & Best Practices

• 📌 Set start and end dates for seasonal promotions
• 📌 Use reward points to encourage repeat purchases
• 📌 Create customer groups for wholesale vs. retail pricing
• 📌 Review discount reports to see which promotions drive the most sales
• 📌 Train staff on how to apply and verify discounts at POS