Adjust prices at the POS checkout

Use these procedures to reduce a price at the register. You can adjust a single item or the whole order, and staff are limited to the maximum discount set on their POS user record.

Video demo

Allow staff to apply discounts

When you set up staff as POS users, you can define the limits of the discounts they can apply. See add a POS user.

Adjust the price of an item

1. Select the item in the checkout cart. A list of options opens.

2. Select Adjust Price. A popup appears.

   

3. Enter the discount as a currency amount or a percentage.
4. Select Set new price.
5. Repeat for any other item whose price you want to adjust.

The item shows the reduced price in the cart, and the checkout total updates.

Apply a discount to a total order

1. In the cart, select Manage Cart.

2. Select Adjust Price. A popup appears.

   

3. Enter the discount as a currency amount or a percentage.

4. Select Set new price.

   :::note If the cart contains items that are not eligible for discounts, the POS displays the message “Some items in this cart are not eligible for discounts.” The percentage discount is calculated against the eligible subtotal only, and excluded items are not discounted. :::

The amount due at checkout updates, with the discount distributed across the eligible items.

Exclude products from discounts or price adjustments

Products and price book entries can be configured to prevent discounts or manual price adjustments from being applied to them at POS. This is set per product or per price book entry in Salesforce.

To configure exclusions, open the product or price book entry record in Salesforce and set the Exclude From Price Reductions field. This is a multi-select picklist with three options:

You can select any combination of values. If no values are selected, the item can be discounted and price-adjusted normally.

Price book entry overrides product: If a price book entry has any exclusions set, those values apply instead of the product-level exclusions. This lets you configure different exclusion rules for the same product in different pricebooks.