Cashier Discount Authority

1Overview #

Licence. Cashier is a feature of Sales, bought on its own (a module of its own until October 2026 - licences that had it keep it). Without it the Cashier pages, its dashboard and its reports are not offered.

2Step by step #

Suppose counter cashiers may give up to 5% or Rs 500 on their own, and never more than 15%.

1. Press Add Row (F3) . Leave Special (per bill) , pick the role Cashier , leave branch and user empty.
2. Key 5 in Grant up to %, 500 in Grant up to Rs and 15 in Hard cap %.
3. For the shift supervisor Ravi, add a row with User = Ravi and a higher grant — a user's own row beats the role's.
4. Press Save (F5) . Every row saves together or none does.

3Which row applies #

For a cashier at a branch, the first ACTIVE row found in this order wins:

• The user's own row for this branch.
• The user's own row for any branch.
• The user's role, for this branch.
• The user's role, for any branch.
• The branch row (no user, no role).
• The company row (all three empty).

No row at all: the special discount uses settings 111 (%) and 112 (Rs); the receipt discount uses setting 40 and the Cash Receipt discount settings — the desktop's limits.

4Field details #

• Discount — Special (per bill) is the discount raised on the Special Discounts desk before a bill is paid; Cash receipt is the discount the cashier keys in the collection window.
• Branch / User / Role — who the row covers; empty means any. A row names a user OR a role, never both. The Branch column is ERP edition only; without it a new row covers any branch.
• Grant up to % / Rs — granted on the spot up to these. Empty = no limit on that measure. When both are set, a discount must be within both.
• Hard cap % / Rs — never above these, not even with an approver's consent. Empty = no cap.
• Active — an inactive row is ignored (kept for the record; shown shaded).
• Remarks — a note, up to 255 characters.

5Rules and integrity #

• Percentages lie between 0 and 100; amounts cannot be negative; a grant can never be above its hard cap.
• Two active rows of the same discount for the same branch / user / role are refused — the counter could not tell which applies.
• Every problem is listed at once; nothing is saved until all are fixed. The server repeats the same checks.
• Whether an above-authority special discount goes to an approver, or is simply refused, is setting 226 (Cashier settings). The receipt discount has no approval: above the authority, the counter refuses it.
• No other table points at an authority row; the request it decided records its number (AuthorityID) for the audit.
• Installing the approval turned each branch's old receipt limit (Cash Receipt discount settings) into a Cash receipt row for that branch — edit it here from now on.

6Shortcut keys #

• F3 Add row · F5 Save · Esc Cancel changes (or close the page when there are none).

7Why is a pick-list empty? #

• Branch (ERP edition only) lists the branches you may see (your user branch list).
• User lists every user of this company; Role the roles those users carry (User Manager).

8If something does not work #