Discounts & Surcharges 

How to Create and Track Discounts & Surcharges?

Geelus lets you apply discounts and surcharges in several ways:

You can also create Pre-defined Discounts and Surcharges for an easier and more convenient application. Please follow the guide below on how to create a Pre-defined Surcharge or Discount.

  1. Navigate to Settings -> Surcharge / Discount.
  2. Click the Plus button.
  3. Type the Name of your Pre-defined Discount or Surcharge.
  4. Choose whether it will have a fixed amount or a percentage of the transaction’s amount.
  5. Type the amount.
  6. Tick the box for “Apply on single item” to make it available for each item in a transaction.
  7. Tick the box for “Apply on the entire transaction” to make it available for an entire transaction.
  8. Click the Check button on the top right corner to save.
  9. Click the “Yes, add now” button to add to Register.

Applying Discounts/Surcharges per Item

Please follow the guide below on how to apply a Discount/Surcharge on an item. Please note that you can apply either a Pre-defined Discount or Type in the amount.

  1. After adding items to your transaction, click on the Pen button for the item to edit it.
  2. Choose the Pre-defined Discount or Surcharge desired or Type in the amount of the Discount or Surcharge desired.
  3. Click the Check button on the top right corner of the window to save the changes.
  4. Process the sale as normal.

Applying Discounts/Surcharges on the Entire Transaction

Please follow the guide below on how to apply a Discount/Surcharge on the entire transaction. You can apply either a Pre-defined Discount or Type in the amount.

  1. After adding items to your transaction, click on the Pen button for Surcharge/Discount.
  2. Choose the Pre-defined Discount or Surcharge desired or Type in the amount of the Discount or Surcharge desired.
  3. Click the Check button on the top right corner of the window to save the changes.
  4. Process the sale as normal.

Applying Discounts/Surcharges Using an Item with a Fixed Price.

Please follow the guide below on how to create a fixed priced item and apply it to the transaction.

  1. Navigate to Settings -> Items.
  2. Click on the Plus button to add a new Item.
  3. Enter your desired name for the Item.
  4. Choose which Layout your new Item will appear in.
  5. Click on the Pen button for the item to edit it.
  6. Type in the “Retail price” for the new Item. A negative amount for Discounts, a positive amount for Surcharges.
  7. Click on the “Save” button on the bottom of the page to save.
  8. Your new item will be available when you create a New Transaction.

Applying Discounts/Surcharges Using an Item whose Price is a Percentage of the Total Current Amount of the Transaction.

Please follow the guide below on how to create an item whose price is a percentage of the total current amount of the transaction and apply it.

  1. Navigate to Settings -> Items.
  2. Click on the Plus button to add a new Item.
  3. Enter your desired name for the Item.
  4. Choose which Layout your new Item will appear in.
  5. Click on the Pen button for the item to edit it.
  6. Tick the checkbox for “Calculate the price based on current total”.
  7. Type in the Percentage amount. A negative amount for Discounts, positive amount for Surcharges.
  8. Click on the “Save” button on the bottom of the page to save.
  9. Your new item will be available when you create a New Transaction. Please note that this will only work if there are already items added to the transaction.

Reports for Discounts & Surcharges

Navigate to “Reports” and then click “Surcharges and discounts”. You can generate a report of items or transactions that have discounts & surcharges applied for a certain time period. Geelus allows you to filter by “Transactions”, “Items”, or “All”.