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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”.

Main card data​

A discount card has:

  • number — the card identifier; it is also 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 number 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.

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

Using a card​

  • At the POS — enter or scan the card number in the barcode field. The card’s holder becomes the receipt customer (see Cash register and POS).
  • On an invoice — a discount card can be selected on a sales invoice; selecting it fills in the customer, and the system checks that the card matches the customer and is not blocked.