Navigation: Log into the Back Office of your Retail Store, then select Products/Items > Discounts.

On the Discounts page, select the Mix and Match tab. It displays a table with the current Mix and Match Discounts with the columns Name, whether it a Coupon is involved, whether it's an Auto Discount, and then the Discount Type. For Actions, you can Edit or Delete.

1. If there currently are no Mix and Match Discounts, the message 'No Discounts found' appears.

Click the + New Discount button at the upper-right. The Mix and Match screen appears, broken down by the following Contents: General, Discount Type, Discount Rate, Availability, and Visibility.
          

1. To Edit an existing Discount: under the Actions column click the corresponding pencil icon.
   

1. POS Display Button
   
1. You can set a POS Display Button for the Item Based Discount to appear as in POS, although it is not mandatory. You have multiple options for setting a Display Button:
   
   
   
1. Standard Color
   
1. Click the small colorized square (next to the larger colorized square).
   
2. Select the color by using the 2 sliders.
   
   
   
2. Upload New Image
   
1. Click the icon of the  document with the upwards facing arrow. A File Explorer pop-up window appears.
   
2. Navigate to where your Display Button image is saved, then select the file and click Open or just double-click it.
   
1. File Format – JPG or PNG
   
2. File Size – Maximum of 2 MB
   
3. Resolution – Recommended 400px by 400px
   
   
2. Enter the Name. It is mandatory and cannot be longer than 25 characters.
   
3. Select the Priority order which is also mandatory. You can enter the number or use the triangles to adjust the value. The value cannot be less than 0 or greater than 999.
   
4. Select how to Apply the Discount (mandatory): Before Tax or After Tax.
   
5. Select whether Combo Discounts apply. If Yes, a number of below options will be removed and the Combo Discounts section will appear under the Discount Rate section. Enter a Description of the Combo Discount if necessary.
   
   
   
6. Select whether to Combine With Other Discount. If Yes, then Apply For Discounted Price appears and is enabled.
   

Discount Type

1. For the Discount Type, select one of the following: Promo, Comp, Donation or Loyalty Discount.
   
   
   
2. Employee Discount - If enabled (YES), only the employees will be eligible for the discount when they're logged into POS, and the Coupon Only and Combine With Other Discount options will be removed.
   
   
   
3. Coupon Only - If enabled (YES), enter the Coupon Code needed to apply the Discount (only letters or numbers are allowed). For Web Orders ONLY.
   
   
   
4. Auto Discount - If enabled (YES), the Discount will automatically be applied once an eligible Item is added to the Order.
   
   
   
5. For the Combine With Other Discount toggle: if enabled (YES), this Discount can be combined with another existing Discount within a single transaction. Also, the Apply For Discounted Price toggle will be automatically enabled and unable to be edited (grayed out).
   
   
   
6. Select whether there is a requirement to Attach a Customer to enable the Discount.
   
   
   
7. Select a Membership Plan (if applicable).
   
   
   

Discount Rate

1. For the Discount Rate, select the type:
   
1. Set Price

   Set Each Item Price

   Set Percentage

   Set Price

   If Set Price is selected, enter the Quantity to trigger a Discount, then the total Price.
   

   
   

   Note: a Quantity amount cannot be duplicated.

   
   

   Example: If we wanted to established a Buy 2 Get 1 Free from the collection of the above selected Items, then we'd set the Set Price as follows:
   

   1. 1 item for $10
      
   2. 2 items for $20
      
   3. 3 items for $20 (no additional charge for the 3rd item)
      

   

   Set Each Item Price

   If Set Each Item Price is selected, enter the Quantity to trigger a Discount, then the Price per item.
   

   
   

   Note: a Quantity amount cannot be duplicated.

   
   

   Example: if you wanted to establish an increasing discount for larger quantity purchases from the collection of above selected Items, you can continue to decrease the Price of each successive Quantity above 1.
   

   
   

   
   

   Set Percentage

   If Set Percentage is selected:
   
   

   1. Select whether the Discount will apply to the Most Expensive or Least Expensive item.
      
      
   2. Enter the Quantity to trigger a Discount.
      
   1. Note: A Quantity amount cannot be duplicated.
      
      
   3. Enter the Discount Quantity which is the number of items to which the Discount will be applied.
      
   1. Note: The Discount Quantity value must be less than the Quantity value.
      
      
   4. The Percentage discount applied based on the above Most/Least selected.
      
   1. Note: The Percentage value cannot be greater than 100.
      

   
   

2. Combo Discount
   

1. If there’s a Combo Discount (Yes was selected for Combo Discounts above), click + Add Match. The Add Combo Discount pane appears.
             
   
   
2. Enter the Name (mandatory) that will appear in the Combo Retail Match selection screen in POS. It has a maximum of 25 characters.
3. Enter the Quantity of items needed to apply the Discount. It has a minimum of 1.
   
   
   
4. Select the Level Type (Category, Sub Category or Retail Item). Regardless of the selection, the total number of eligible items must at least equal the above Quantity.
   
1. Category – Select the Category from the dropdown. Select whether the Discount applies to All Serving Sizes in the Category, and if No then select the Serving Size(s) from the dropdown. If necessary, select the Retail Items to Exclude.
   
   
2. Sub Category – Select the Sub Category from the dropdown. Select whether the Discount applies to All Serving Sizes in the selected Sub Category, and if No then select the Serving Size(s) from the dropdown. If necessary, select the Retail Items to Exclude.
   
   
3. Retail Item – Select the Retail Item from the dropdown. Select whether the Discount applies to All Serving Sizes for the selected Retail Item, and if No then select the Serving Size(s) from the dropdown.
   
   
   
   
5. Click Save. The Discount will be created and appear in the Combo Discount table.
   
1. Under Actions, click the Pencil to Edit the Combo Discount or the Trash Can to Delete it.
   

1. Always – The Discount will be available at all times.
   
   
2. Days Of Week – Select the Days the Discount applies. If there’s any times during those days to Restrict the Discount, then select Yes for Restriction Time and enter the Start and End Times the Discount is unavailable.
        
   
   
3. Days Of Month – Select the Days of each Month the Discount will be available. If there’s any months you don’t want the Discount to be available, select Yes for Restriction Months then select the months you want the Discount to be unavailable. If there’s any times during those month’s days to Restrict the Discount, then select Yes for Restriction Time and enter the Start and End Times the Discount is unavailable.
   
   
   
4. Date Range – Enter the Start and End Dates. If there are any days during that range to Restrict the Discount, then select Yes for Restriction Days and select the Days the Discount is unavailable. If there’s any times during that range to Restrict the Discount, then select Yes for Restriction Time and enter the Start and End Times the Discount is unavailable.
   
   
   
5. Specific Date – Enter the single date the Discount will be available. If there’s any time during that to Restrict the Discount, then select Yes for Restriction Time and enter the Start and End Times the Discount is unavailable.
   
   
   
6. Date Range with Time – Enter the Start and End Dates followed by the Start and End Times. If there are any days during that Range to Restrict the Discount, then select Yes for Restriction Days and select the Days the Discount is unavailable.
   
   

1. Under Visibility: the Restrict POS Visibility by User Role toggle will be disabled (NO) by default and the Discount will be available to all Roles. If enabled (YES), you must select the Role(s) that will be able to apply the Discount to a transaction. Selecting a Role causes the button to turn pink.
   
1. If at least 1 Role isn't selected, the message Please select at least one role appears.
   
   
   
   
2. When ready to create (or update) the Mix and Match Discount, click Save and Publish (or Update). You will be returned to the main Discounts screen under the Mix and Match tab. If a new Discount was created, it will appear in the table.