Xilnex Classic BIR Discount Guidelines (Philippines)

Xilnex Classic BIR Discount Guidelines (Philippines)


1. Overview

The BIR Discount feature supports statutory discounts for eligible customers in the Philippines.

This feature is currently:

  • Available only for Philippines companies
  • Supported only in the F&B POS for now
  • Configured through Xilnex Classic
  • Restricted from user editing; discount definitions can only be maintained by the engineering team

Philippines users will see a new configuration category under:

Xilnex Classic → System Configuration → Maintenance → Maintenance Setting → BIR Discount


2. Supported BIR Discount Types

The available discount details are predefined and cannot be changed by users. Contact the product or engineering team when any discount definition must be updated.

3. Configure the Item Portions

A new Item Portions setting is available in the item form under Master Data.

The item portions determines how the item is divided when calculating a BIR discount.

Item Portions behavior

  • Enter a positive integer to define the item’s fixed Portions value.
  • When the BIR discount is applied, the POS automatically retrieves this value.
  • The cashier cannot manually change the Portions when a fixed value has been configured.
  • When the value is blank or set to 0, the cashier must enter the Portions manually during the discount process.

Example

When an item’s Portions value is configured as 4, the POS automatically uses four Portionss when calculating the eligible discount portion.

When the Portions value is 0, the cashier is prompted to enter the appropriate Portions quantity.

4. Item Selection Rules

The F&B POS supports selecting multiple items before applying a manual BIR discount. However, all selected items must have the same configured item-Portions value.

Allowed example

The cashier can select both items and apply the BIR discount together.

Blocked example

The system blocks the discount because the Portions values do not match.

The cashier must apply the discount separately to items with different Portions values.

5. Enter the Number of Eligible Pax

The cashier must always enter the number of customers, or pax, who are eligible for the selected BIR discount.

The number entered determines how many sets of customer information must be completed.

Example

When the cashier enters 2 pax, the system requires the information of two eligible customers.

For a Senior Citizen Discount, the cashier must enter:

  • Customer 1: Name and OSCA ID No.
  • Customer 2: Name and OSCA ID No.

The required fields change according to the selected discount type.

The system will display an error and prevent the discount from being completed when any mandatory information is missing.

6. Required Customer Information

After selecting the discount type and entering the number of pax, complete all required information shown by the POS.

Examples include:

  • Client or customer name
  • Personal ID (OSCA ID, PWD ID, SPIC No, PNST ID No, Vic No.)
  • Child name
  • Address

The exact fields depend on the BIR discount selected.

Cashiers should verify that the information entered matches the customer’s supporting identification before completing the transaction.

7. Quantity Splitting

When multiple quantities of the same item are grouped in the sales screen, the POS automatically separates them when a BIR discount is applied ignoring the auto group setting in classic.

Example

Before applying the discount:

Item A × 2

After applying the BIR discount:

  • Item A × 1
  • Item A × 1

This is required because each discounted item may belong to a different eligible customer and may require different customer information.

The cashier should check that the correct customer details and discount are assigned to each separated item.

8. Applying a BIR Discount

1. Add the relevant F&B items to the sales transaction.

2. Select the items that will receive the BIR discount.

3. Ensure that all selected items have the same item-Portions value.

4. Select the appropriate BIR discount type.

5. Enter the number of eligible pax.

6. Review the item-Portions value retrieved by the system, or enter it manually when the item-Portions setting is blank or 0.

7. Enter the required information for every eligible customer.

8. Confirm that all mandatory fields have been completed.

9. Apply the discount.

10. Review the split item rows and final discount amount before proceeding with payment.

9. System Validation

The POS prevents the BIR discount from being completed in the following situations:

  • Selected items have different item-Portions values.
  • The required customer information is incomplete.
  • The number of customer information records does not match the number of pax.
  • A mandatory identification number or supporting field is missing.
  • The discount is being used by a company that is not eligible for the Philippines BIR configuration.
  • The discount is being applied outside the currently supported F&B POS flow.

10. Important Notes

  • The feature is currently intended only for the Philippines.
  • BIR discount definitions are not editable by users.
  • Any change to the discount percentage, VAT treatment, required information or calculation logic must be handled by the engineering team.
  • Item-Portions configuration should be reviewed before the feature is used in a live outlet.
  • Items with different Portions values must be discounted separately.
  • The pax value represents the number of eligible customers, not the item quantity.
  • Cashiers must collect the required information for every eligible customer.
  • Grouped item quantities are automatically split to support separate customer details and discount allocation.