Back Office: Products/Items - Discounts (Open Check)

Back Office: Products/Items - Discounts (Open Check)

  1. Sign into the Back Office and select a Store.

  2. On the left-side Navigation Panel, click Products/Items then click Discounts.
         

  3. On the Discounts page, select the Open Item tab. On the Open Item page, click Edit.
    1. Tip: You can Activate or Deactivate the Discount. If it shows Activate it means the Discount is currently Deactivated.


  4. POS Display Button - Click the small colorized square next to the large one. The Standard Colors pane appears. Select the Standard Color and use the slider to adjust the shade.


  5. Enter the Name, Priority (typically 1), Quantity (number of times ordered to unlock Discount), and whether to Apply Before or After Tax. The Name appears on the Display Button.


  6. Select the Discount Type (Promo, Comp, or Donation).


  7. Select the Discount Settings
    1. Select whether this Discount is Coupon Only.
    2. Select whether to Combine With Other Discount. If Yes, then Apply For Discounted Price appears and is enabled.
    3. Select whether there is a requirement to Attach a Customer to the check to apply the Discount.
    4. Select whether there is a Membership Plan for this Discount.


  8. Rates
    1. Select whether there is a Discount In Percentage. If Yes, enter the Minimum and Maximum Percentages.


    2. Select whether there is a Discount In Amount. If Yes, enter the Minimum and Maximum Amounts, then the Safety Limit Percentage.


    3. Select the Visibility – Choose whether to Restrict Visibility by Role. If Yes, select the Roles that are eligible for this Discount. Click Show All to view all the Role options.


  9. Click Update and Publish. (The button appearing pink means updates have been made).


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