Setting a Percentage Off Sale Button for QuickBooks

Creating a Percentage Off sale button is initiated in QuickBooks, then the button is made in AccuPOS Management.

The result will be a button on the POS screen such as 10% Discount or 50% Discount which when clicked will apply a discount to the entire transaction.


STEP 1:

In QuickBooks, go to Lists  Item List. The Item List window appears.

quickbooks pos item list



STEP 2:

Click on Item  New.  The New Item window appears.

quickbooks pos new item




STEP 3:

In the Type dropdown, select “Non-inventory Part”.

In the Item Name/Number and Description fields, put in a descriptive name, “10% Off” in this case.

In the Price field, put in the decimal equivalent of the percent. In this case, 10% is .1

In the Tax Code field, select “Non”

Press the OK button to close the window..

quickbooks set price discount settings


STEP 4:

Then press ther Custom Fields button on the right.




STEP 5:

Press the Define Fields button.

quickbooks custom field define


STEP 6:

Fill in the word TYPE in the label field (make sure the word is all capitol letters), and check Use.

Fill in the word SKU in the next label field (make sure the word is all capitol letters), and check Use.

Then press OK.

quickbook custom fields set up


STEP 7:

The custom filds will be shown. Press the OK button.

quickbooks custom fields set


STEP 8:

Make sure your AccuLINK Adapter is open and properly connected.



STEP 9:

In the AccuPOS Management top menus, go to File > Import Items from Accounting to update AccuPOS with your your new sale item.


management import new items

STEP 10:

Select the Set POS Keys button, or go to Manage > Main Screen Keys on the dropdown menus.


management set pos keys


STEP 11:

Find the discount by typing “Off” into the search box and clicking the Search button.

Once you have found it, right-click and hold the listing (in blue below) with your mouse and drag the listing to an appropriate spot on the POS field on the right.

The area where you choose to put the key must have an empty space. To place the listing in the chosen area, simply release the mouse button.


management discount key setup


STEP 12:

The discount button will be placed on the POS screen with the text already set.

IMPORTANT: In the area below, press the Button Type dropdown and select Sale Discount.


management discount set key type


STEP 13:

A screen will appear. Choose the same discount which you set in QuickBooks, then click the OK button.


management discount select


STEP 14:

Click the Save & Close button on the bottom right.


management key setup save close


STEP 15:

The button is now all set and ready to be used on the POS.

If the POS was currently open when the discount was created, you will need to restart AccuPOS so it can find the new button.

At the POS, simply add whichever items are on the transaction, and press the discount key.

The discount will be shown on the item list and reflected in the transaction total.