Check the price and discount source

• Check the selected store, product variant and batch before discounting. These can change the effective selling price; MRP is a reference ceiling, not necessarily the amount charged.
• Automatic discounts use this priority: an active category rule first, then the product’s rule for the selected store. A custom store rule replaces the product default. Category and product/store rules are never combined, even when the product rule offers a larger reduction.
• A percentage scales with the selected amount; a fixed discount subtracts an LKR value. Review line discounts and the basket discount together so the final reduction is intentional.
• A saved customer can inherit a group discount. A personal customer rate overrides that group rate rather than adding to it; check the customer record when an unexpected reduction appears.

Apply an automatic discount to a category

• Open Products → Product Setup → Categories, select a category, and turn on Automatic category discount. It is Off by default; enabling it reveals the percentage or fixed amount per unit and optional start/end date-time fields. Save the category.
• The rule applies to products assigned directly to that category, including their variants and batches, using each store’s resolved selling price. A parent category rule does not automatically extend to products assigned to a child category.
• An active category discount takes priority over product defaults and per-store automatic discount settings. Only one automatic rule applies: a 5% category discount replaces a 10% product discount rather than combining them or selecting the larger discount.
• Optional date-times use each store’s local timezone. The category rule starts at the start time and stops exactly at the end time. If the category discount is off, zero, outside its period, or its category is inactive, the product/store rule applies instead.
• Fixed amounts scale with quantity and are capped at the item’s selling amount. Additional permitted discounts apply to the remaining amount. POS, sale details and receipts show the crossed-out original price and the new item price. Revenue uses the reduced price; Discount Given and discount reports show only additional checkout discounts.

Set up an automatic item discount

1. Open Products, add or edit an item, and choose Pricing & Tax. Automatic item discount is at the bottom of Price & cost.
2. For a new product, Automatic item discount is Off. Turn it On to display the form. Existing saved settings are restored when you edit a product.
3. Choose Percentage (%) or Fixed amount per unit and enter the discount value. A percentage cannot exceed 100%. A fixed amount is a reduction for each unit, not one amount for the entire line.
4. Optionally enter Start date & time and End date & time. Review the store toggles below, including which stores should use this discount, then save the product. Open or refresh POS and check the product in a sample basket.
5. Turn the product toggle Off and save to disable the product default. Custom store discounts and an active category discount can still apply. Review the category and store settings too if you want to stop every automatic discount for this item.

Use a product default or a separate store discount

1. In the same Pricing & Tax tab, open the store under Per-store pricing. For products priced in this form, enter a store price to reveal Automatic item discount below the price fields. Variant and batch prices are managed in their own workflows.
2. Stores without a saved override follow the product default: Automatic item discount starts On only when the product default is On, with Use product default selected. Turning the product default On or Off updates those store toggles immediately. Saved zero-value custom rules also follow the default when editing; saving removes the empty override. Turning the product default On also enables a saved disabled store if you have not changed its discount controls during this edit. Positive custom discounts and stores you manually turn Off during this edit keep their settings.
3. With the product default On, turn Use product default Off to show the custom form. With the product default Off, turn the store’s Automatic item discount On to open the custom form directly; Use product default is hidden. Choose the store’s percentage or fixed amount per unit and optional start/end date-time. This rule replaces the product default; it is not added to it.
4. Turn the store’s Automatic item discount Off to block the product default and custom product discount at that store. An active category discount still applies. Turning the store toggle back On selects Use product default only when the product default is enabled; otherwise it opens the custom form.
5. Save the product after changing the store options. A store rule applies to all of this product’s variants and batches at that store and uses the effective selling price. Collapse a store using its header; Collapse all / Expand all appears only when there is more than one store.

Schedule the start and end date/time

• Both boundaries include a date and time. The discount becomes active at the selected start time and stops exactly at the selected end time. The end must be later than the start; both can be on the same day.
• Times use each store’s local timezone. A product-default period uses the same local clock times at every inheriting store. Use a custom store period when a branch needs different promotion hours.
• Leave Start blank for no lower time limit, End blank for no upper time limit, or both blank for an ongoing discount while its toggle is On.
• For example, Start 3 October 2026 at 09:00 and End 3 October 2026 at 18:00 gives a promotion from 09:00 up to, but not including, 18:00 in the store’s local time.

Checkout calculations and Discount Given

• The configured reduction applies automatically to the item at checkout, including its variants and batches. It follows the selling price resolved for the selected store, variant or batch; it does not change the saved selling price.
• At LKR 1,000 per unit, two units with a 10% automatic discount receive LKR 200 off, leaving LKR 1,800 before any additional discounts or tax treatment. A fixed LKR 50 per unit discount on three units gives LKR 150 off. Fractional quantities scale the fixed amount too.
• The automatic reduction is capped at the line’s selling amount. Additional line and whole-bill discounts apply to the remaining amount, and the final discount cannot make the line negative.
• Automatic item reductions are part of the item’s selling price. POS, sale details and receipts show the original price crossed out beside the new price; displayed subtotals already include the reduction. Discount Given, cashier and shift discount totals include only additional checkout discounts.
• A configured automatic item discount does not require the cashier’s manual discount permission. Extra discounts still follow the existing permissions, limits and manager-approval rules.
• Quotations keep their agreed prices and discounts. Creating a quotation or converting an accepted quotation does not add the current automatic item discount to those agreed terms.