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Version: 7.0

Discount cards

A discount card identifies a customer at the cash register: when a card is entered on a receipt, the receipt’s customer is set from the card’s holder. A card does not carry a discount percentage of its own — any discount comes from the discount rules that apply to the linked customer.

Where to find it​

“Retail” → “Configuration” → “Discount cards”.

Discount cards list

Main card data​

A discount card has:

  • ID — the card identifier; it is the code scanned at the POS;
  • owner — the customer the card belongs to;
  • issue date;
  • block date — set when the card is blocked.

Issuing a card​

A card can be created:

  • in the “Discount cards” list — create a card and specify its owner;
  • from a customer’s card — on the partner’s “Discount cards” tab, where a new card is created already linked to that customer.

The card ID is assigned automatically by the numerator.

Blocking a card​

A card is blocked by setting a block date. The block date cannot be earlier than the issue date.

Blocking is effective from the block date: the card is rejected only on a receipt or invoice dated on or after that date. A future block date leaves the card usable until it arrives.

A blocked card cannot be used: at the POS the system shows “Discount card blocked” and does not attach it to the receipt; on a sales invoice the card fails validation.

Using a card​

  • At the POS — enter or scan the card ID in the barcode field. The card’s holder becomes the receipt customer (see Cash register and POS).
  • On a sales invoice — the card is not selected directly on the standard sales invoice form; the card field is exposed at the POS. When a receipt (invoice) does carry a card, the system fills in the customer from the card and validates that the card matches the customer and is not blocked.