Set Up Discount Reasons (1207 onwards)

Created by Migration Bot, Modified on Fri, 23 Oct at 2:31 PM by Migration Bot

Originally written by John Hardwick, last updated Jan 30, 2026, on the Swan Retail knowledge base (FRS).

This program holds the list of discount reasons which are required when changing the promotional selling price when creating a sales order.

Menu Location: System Admin > Sales > Set Up Discount Reasons

Click the NEW button or New on the side panel to generate a new record.
Click the icon to amend an existing record.
Once in amend / insert more, click the to save changes or to abort the action.
Click the CLOSE button, or Back option on the side panel to leave the page (or select another option from the menu)

Item	Description
Discount Reason	Specify a discount reason narrative.
Active	Tick to include the reason in the pick list. Untick to hide from pick lists. It is not possible to remove a discount reason once created, making in-active (unticking) prohibits further use, whilst retaining the ability to report on historic use.
Default	Tick to make the selected discount reason the default offering when used. It is only possible to select one default reason
Default Set Reason	Tick to mark the selected discount reason as the system allocated code used when adjusting component items when adding them to an order as part of a set. It is only possible to select one default set reason It is recommended that the reason be marked as in-active to prohibit operator selection, thus ensuring it is only used by the system when adjusting set prices. This field requires setting when using Furniture Sets.
Default Service Reason	Tick to mark the selected discount reason as the system allocated code used when adjusting item prices via the service system. It is only possible to select one default discount reason It is recommended that the reason be marked as in-active to prohibit operator selection, thus ensuring it is only used by the system when adjusting set prices. This field requires setting when using the Customer Service Suite.
Staff Discount	This field is currently only used when sending data to a third party sales and stock integrated system (CSF) Setting this parameter when not linked to CSF has no impact on SwanFRS. Tick this box if the discount reason is to be used in partnership with staff sales. Once ticked, it cannot be unticked. To disable mark as ‘in-active'
Staff Discount Debit Code	The debit GL code must be set if the Staff Discount checkbox is ticked. It can be changed, but cannot be blank. Changing alters all posting from the time of changing, posting to CSF relate to the delivery and return confirmation process. Changes are not retrospective. The posting value is the value of discount applied to the sales order line assigned to the ‘staff discount’ reason code. See Set Up Nominal Account Codes (1205 onwards)
Staff Discount Credit Code	The credit GL code must be set if the Staff Discount checkbox is ticked. It can be changed, but cannot be blank. Changing alters all posting from the time of changing, posting to CSF relate to the delivery and return confirmation process. Changes are not retrospective. The posting value is the value of discount applied to the sales order line assigned to the ‘staff discount’ reason code. See Set Up Nominal Account Codes (1205 onwards)