Managing Discount Restrictions in Checkout

The Discount Restriction feature allows you to control how discounts are applied during checkout. You can define flexible rules at user, role, and store levels to ensure better control and consistency.

Navigation Path

Settings → Point of Sales → Discount 

Discount Settings Options

Option 1: Allow Discount (No Restriction)

When this option is selected, users can apply discounts freely during checkout.

Steps to Enable

1. Go to Settings → Point of Sales → Discount Settings

2. Select Allow Discount (No Restriction).

3. Click Save.

? Users can enter any discount percentage during checkout.

Option 2: Configure Discount Restrictions

This option allows you to control discounts using predefined rules across different levels.

Steps to Configure

1. Navigate to Discount Settings.

2. Select Configure Discount Restrictions.

3. Enable and configure:

   • User-level limits

   • Role-level limits

   • Store-level limits

4. Choose a Discount Limit Rule (explained below).

5. Click Save.

 The system will enforce discount limits based on your configuration. 

Option 3: Restrict Discount (No Discount Allowed)

This option completely disables discount usage during checkout.

Steps to Enable

1. Go to Discount Settings.

2. Select Restrict Discount.

3. Click Save.

The discount field will be disabled during checkout. 

User-Level Discount Restriction Setup

You can define specific discount limits for individual users.

Steps to Configure

1. Settings → Point of Sales → Discount → Configure Discount Restrictions 

2. Select the required Admin/Staff Users.

3. Locate Discount Restriction Settings.

4. Enable the toggle for User-Level Restriction.

5. Enter the maximum discount percentage (0%–100%).

6. Click Save.

? This ensures that the selected user can only apply discounts within the defined limit.

Delete User Restriction

Step 5: Remove User Restriction (Optional)

To remove a configured role-level restriction:

• Select the checkbox under the Delete column.

• Click the Delete button.

Once deleted:

• The role restriction will no longer apply during checkout.

Save Configuration

Step 6: Save the Settings

• Click Save after completing the configuration.

Once saved:

• All users mapped to the selected role will follow the configured discount limit.

User-Level Discount Behavior at Checkout

When a user-level discount limit is configured, it takes priority (based on selected rule).

How it Works

1. Staff selects services/products and proceeds to checkout.

2. Enters a discount in the Discount field.

3. The system validates the entered value against the user-level limit.

System Behavior

• If the entered discount is within limit → Discount is applied.

• If the entered discount exceeds limit →

  • System restricts the value or

  • Shows validation message (based on setup).

 Example:

• User-level limit = 20%

• Entered discount = 25%    

  •  Discount will not be allowed beyond 20%.
    
    
    
    
    

User-Level Restriction Across Multiple Branches

When a login user is mapped to multiple branches, the configured maximum user-level discount restriction will automatically apply across all mapped branches.

This ensures consistent discount control regardless of the branch from which the user performs billing.

How it Works

• A staff/admin user may have access to multiple business locations or branches.

• If a user-level discount limit is configured for that user, the same restriction will be enforced in every mapped branch.

• The user cannot apply a discount beyond the configured limit in any branch.

Example:

• User-Level Discount Limit = 15%

• User mapped to:

  • Branch A

  • Branch B

  • Branch C

The maximum allowed discount remains 15% across all branches during checkout.

Checkout Behavior

During billing:

• The system validates the logged-in user's configured discount restriction.

• The same limit is enforced regardless of the selected branch/location.

This helps businesses maintain centralized discount control for users operating across multiple outlets.

Role-Level Discount Restriction Setup

The Role-Level Discount Restriction feature allows businesses to configure maximum discount limits based on staff roles. Staff members assigned to a role will automatically follow the configured discount limit unless an individual user-level restriction is available.

How to Configure Role-Level Discount Restriction

Step 1: Navigate to Discount Settings

Go to:

Settings → Point of Sales → Discount  → Configure Discount Restrictions 

Step 2: Enable Role-Level Limits

Turn ON the toggle:
 Enable Role-Level Limits

Once enabled:

• The system allows discount restrictions to be configured role-wise.

Role Selection

Step 3: Select the Required Role

Choose the required role from the Role Selection dropdown.

Examples:

• Manager

• Receptionist

• Cashier

• Staff

Configure Maximum Discount

Step 4: Enter Maximum Discount Percentage

Provide the maximum allowed discount percentage for the selected role.

Example:

• Manager → 10%

This means:

• Staff assigned to the Manager role cannot apply discounts beyond 10%.

Delete Role Restriction

Step 5: Remove Role Restriction (Optional)

To remove a configured role-level restriction:

• Select the checkbox under the Delete column.

• Click the Delete button.

Once deleted:

• The role restriction will no longer apply during checkout.

Save Configuration

Step 6: Save the Settings

• Click Save after completing the configuration.

Once saved:

• All users mapped to the selected role will follow the configured discount limit.

Role-Level Discount Behavior at Checkout

During checkout:

• The system validates the logged-in user’s assigned role.

• The configured role-level discount restriction is applied automatically.

System Behavior

• If entered discount is within the limit → Discount is applied

• If entered discount exceeds the limit → System restricts the discount

? Example:

• Role: Manager

• Maximum Discount: 10%

• Entered Discount: 15%

? Only 10% discount will be allowed.

Priority Handling

Role-level restrictions work together with:

• User-Level Restrictions

• Store-Level Restrictions

The final discount limit depends on the configured Discount Limit Rule.

Example:

Apply Priority-Based Limit

Priority Order:
 User → Role → Store

If:

• User-Level = 5%

• Role-Level = 10%

• Store-Level = 15%

 Final allowed limit = 5%

Store-Level Discount Restriction Setup

Store-level settings act as the default fallback for all users.

Steps to Configure

1. Settings → Point of Sales → Discount Settings → Configure Discount Restrictions 

2. Enable Store-Level Discount Restriction toggle.

3. Enter the maximum discount percentage (0%–100%).

4. Click Save.

Store-Level Discount Behavior at Checkout

A store-level discount acts as a default/fallback limit.

When Store-Level Applies

• User-level limit is not configured

• Role-level limit is not configured

• New users or roles are not yet set up

How it Works

1. Staff proceeds to checkout.

2. Enter the discount value.

3. System checks store-level limit.

System Behavior

• If within limit → Discount applied

• If exceeds limit → Restricted to store-level value

? Example:

• Store-level limit = 30%

• Entered discount = 40% 
        Only 30% will be allowed.
  
  
  

Discount Limit Rule Configuration

This setting defines how the system decides the final discount limit when multiple limits exist.

Steps to Configure

1. Go to Discount Settings.

2. Locate the Discount Limit Rule section.

3. Choose one of the following options:

Apply Highest Limit

• The system evaluates all configured limits (User, Role, Store).

• The highest discount percentage is applied.

Apply Priority-Based Limit

• The system follows this order:
   User → Role → Store

• The first available limit is applied.

4. Click Save.

 This ensures consistent discount behavior during checkout. (See screenshot)

Behavior-Based Discount Limit Rule Working

Apply Highest Limit

• System compares all available limits (User, Role, Store)

• Applies the highest value

 Example:

• User = 20%, Store = 30%
         Allowed = 30%

Apply Priority-Based Limit

• System follows order:
   User → Role → Store

• First available limit is applied

 Example:

• User = 20%, Store = 30%
            Allowed = 20%

Discount Restriction Summary

The Discount Restriction Summary section displays the currently applied discount limit for each user during billing.

The summary helps businesses quickly identify:

• User Name

• Applied Limit Level

• Configured Discount Limit

Limit Levels Shown in Summary

Store Level

Indicates that the user follows the store-level configured discount restriction.

User Level

Indicates that the user has an individually configured discount restriction.

Role Level

Indicates that the user follows the restriction configured for the assigned role.

Purpose of the Summary

The Discount Restriction Summary helps:

• Verify active discount configurations

• Identify which restriction rule is applied to each user

• Improve transparency during billing operations

• Reduce confusion in multi-user and multi-branch environments

 Example:

• User A → User-Level Restriction = 10%

• User B → Store-Level Restriction = 10.3%

• User C → Role-Level Restriction = 15%

The summary dynamically reflects the actual restriction applied during checkout.

Membership & Package Discount Behavior (Important)

Membership and package discounts are not restricted by discount limits during Checkout.

How it Works

• These discounts are applied automatically

• The system does not validate against configured limits

 Example:

• Configured discount limit = 30%

• Membership and Package discount = 40%
       Full 40% will be applied

Use Cases

• Prevent excessive discounts by junior staff.

• Allow senior staff or managers higher discount flexibility.

• Maintain consistent discount policies across multiple branches.

• Control discount usage for new or unconfigured users.

Benefits

• Better Control: Define who can give how much discount.

• Reduced Revenue Leakage: Prevent over-discounting.

• Flexible Configuration: Supports user, role, and store-level rules.

• Improved Transparency: Clear visibility during checkout.

• Scalable Setup: Works well for single and multi-branch salons.

Important Notes

• Store-level limit acts as a fallback if no other limits are configured.

• New users or roles will follow the store-level limit by default.

• Existing configurations are auto-migrated without changing values.

• Membership and package discounts are not restricted.

• Discount restriction is enforced during billing at the store level.