Preset application at checkout

Staff picks discount preset from dropdown during checkout (POS, booking payment). Simple, fast.

Where visible

In POS (Cash Register)

After sale items added
Discount section → Preset dropdown
Active presets list (by order)

At booking payment

Booking detail → Pay button
Same Preset dropdown

Package / membership purchase

Package checkout
Membership checkout
Same dropdown

The flow

Add sale items (service, product)
Subtotal calculated
Discount section → Preset dropdown
Pick preset → discount applied instantly
Total recalculated
Continue payment

One preset per sale

A sale item gets only one preset at a time:

If new preset picked, previous auto-removes
Manual discount + preset NOT combinable (one or the other)

Manual override

Staff can use manual discount instead of preset dropdown:

"Custom discount" option (if role allows)
Enter value and reason
Manual discount is also audit-trailed

Configurable at manager level: staff can use preset only, or manual too.

Discount split

Sale item-level discount:

Sale-level discount (whole sale)
Item-level discount (specific item)

Presets are usually sale-level. Item-level only manual.

Reason field (optional)

Some presets may require reason:

"Manager comp" preset → reason: "Customer complaint compensation"
"Welcome 500 HUF" preset → reason: "New customer"

Configurable at manager level: per-preset reason requirement.

When to use it

Scenario 1, regular customer payment Sale 12,000 HUF. Staff picks "Loyalty 10%" preset → 1,200 HUF discount → total 10,800 HUF. Customer pays.

Scenario 2, Black Friday During promo "Black Friday 25%" preset active. Staff picks every sale.

Scenario 3, customer dispute compensation Customer complained about last week's haircut. Manager: "Pay half this time." Staff picks "Manager comp 50%" preset → reason: "Customer complaint."

Scenario 4, double-discount request Customer asks for "10% Loyalty + 500 HUF Welcome" combo. Not auto-supported, only one. Manual discount calc or manager override.

Scenario 5, manual discount request Special customer case. Staff "Custom discount" → 1,500 HUF. Reason: "VIP friend." Manager sees in report.

Tips

Preset pick is one click, fast.
Fill reason field, audit purpose.
Manual discount should be rare, presets cover 90%.
Preset system base of staff training, no manual calc needed.
Combined discount (preset + manual) currently not supported, only one.
Item-level discount is manual, don't try with preset.

Application at checkout