How To: Create a STUDENT Customer for EPOS Student discounts
Table Of Contents
If you offer discounts to students, for example when they present a valid student identification card, you can create a generic STUDENT customer record. This allows discounted EPOS transactions to be recorded against a dedicated customer account, making them easier to identify and report on.
The STUDENT customer works in the same way as a generic EPOS customer, but with a predefined discount applied automatically.
Create the STUDENT Customer
- Open a Customer screen (show me how).
- Press Ctrl + N to create a new customer.
- In the New Customer dialog, enter STUDENT into the following fields:
- URN
- Company
- Surname
- Address 1
- Town
- Post Code
- Click OK to create the new STUDENT customer record.
Apply the Student Discount
Once the customer record has been created, configure the discount percentage:
- Open the Customer | Details | Financial screen.
- Press Alt + E to enter edit mode.
- Enter the required student discount in the Sales Ledger - Disc % field.For example:
- Enter 10 for a 10% discount.
- Enter 15 for a 15% discount.
- Press Ctrl + S to save the customer record.
Recommended Customer Settings
To ensure the STUDENT customer is configured correctly, we recommend the following settings:
| Setting | Recommended Value |
|---|---|
| Company pays tax | Ticked |
| Exclude from CRM log | Ticked |
| Exclude from statement run | Ticked |
| Classification | Set as appropriate, for example Retail or Trade |
| Mailing State | Usually set to Do not use or an equivalent option |
| Default Courier (Optional) | Consider using Customer Collection |
How It Works
When the STUDENT customer is selected in EPOS, the discount defined in the Sales Ledger - Disc % field is applied automatically. This provides a simple way to manage student discounts without creating an individual customer record for every student.
Additional Information
You may also find it useful to create other generic customer records for specific transaction types, including:
- Generic EPOS customers for standard till sales.
- STAFF customers for employee discounts.
Using dedicated generic customer records can help improve reporting and make it easier to track different types of discounted EPOS sales.