Setting up the Automatic Discount
Using the navigation panel on the left select Accounting.
Select More and the Settings in the menu ribbon at the top.
Select the Discounts tile.
If you are updating a current discount click on its name, If you are creating a new one select Add New.
Fill out the form. It is a good idea to include yourself in the Automatic Discounts field so you can test in the POS terminal.
Save.
You will need to be a Customer in CRM → Customers if you would like to test this functionality.
Applying the Automatic Discount
While viewing the POS Terminal change the customer using the gray Default Customer button near the bottom right-hand side.
Change to a customer that was selected in the Automatic Discounts section of the discount.
Select a product that was selected in the Eligible Products section of the discount.
The discount will be applied.
Any changes to the Automatic Discount will require a refresh of the POS screen to take effect.