PCD! SETUP – Discount Codes Setup
HITS uses PCD! codes to manage discounts, coupons, and warranty adjustments. These codes let you apply pricing changes directly to tickets and track them by type and department for detailed reporting.
Overview
- All Discount, Coupon, Road Hazard, and Warranty Codes in HITS must be created as inventory items with a Product # starting with
PCD!. - The default code is PCD! – Preferred Customer Discount, but you can create unlimited additional codes (e.g.,
PCD!EMP,PCD!WARR-TIRE). - Codes can be applied to either specific line items ([ADJUST ITEMS]) or to the entire ticket total ([ADJUST TOTAL]). Both options apply the same adjustment logic but differ in scope — one affects individual items, and the other applies to the entire ticket.
Adjustment / Discount Types
Users can adjust the price on a ticket by adjusting specific items with the [ADJUST ITEMS] button or the ticket total by the [ADJUST TOTALS] button. Both buttons provide the same functionality.
When applying a PCD! code, you can choose from four adjustment types:
1.) Target Price – set the adjusted line or ticket total to a specific price.
2.) Dollar Discount – subtract a fixed dollar amount.
3.) Percentage Discount – subtract a percentage from the price
4.) Warranty Discount (Remaining/Original) – enter remaining vs. original warranty values for tires or parts. Warranty discounts are calculated based on the ratio of remaining value to the original warranty.
The Default Discount code is “(PCD!) Preferred Customer Discount.” However, a user can set up your own Discount Codes that can be accessed from the Discount Type pull–down.
Setting Up Discount Codes
1.) Create a new inventory item.
2.) Set the Product # to start with PCD!
- Product # must start with “PCD!”
===> Example = PCD!EMPDISC
===> Example = PCD!WARR-TIRE
- Discounts will display in list alphabetically as Size + Description + Mfg#. Name similar Discounts with same prefix so they can be easily found.
===> Example — Warranty — Tire, Warranty — Part, Warranty — Service
3.) Assign a Department for discounts – Discount Codes will likely need their own department. This will allow the Client to better track discounts and might be necessary if client is using Accounting Link.
4.) Set MFG Code must = “PCD”
5.) Style Field: Select default Discount Type (Target Price, Dollar, Percent, Warranty)
6.) Set Tax = No (to ensure discounts do not reduce the taxable sale amount).
7.) Set Stock = No
8.) Set Goods/Service = Service
9.) Set Cost/Price
Price 1 will be the default discount amount for Target Price & Dollar Off
===>Example: Target Price = 29.99
===> Example: Dollar Off = 10 ($10 OFF)
Percent1 will be the default discount percentage for Percentage Off
Reporting on Discounts
To report on discounts or warranty adjustments, run the Sales Transaction Report and filter by Department if your PCD! codes are department-assigned.
Path: Views –> Reports –> Inventory –> Sales Transactions –> Product# = PCD!### To PCD!###
You can also export the report to Excel to review totals by Department, Discount Type, or Date Range.