Back Office lets you create manual discounts such as 10% off an order to apply them in the checkout screen of POS Terminal applications. Due to role-based control, you can define which members of staff are allowed to apply discounts.
You can view a list of registered discounts. Additionally, you can add new discounts or edit existing discounts.
List of Discounts
To view a list of registered discounts
- Under Marketing, click Discounts.
Page breakdown as follows:
- Add: adds new discount
- Active: makes the selected discount active
- Name: click the discount name to edit it.
Add New Discount
- In the Discounts list, click Add.
- Complete the Add Discount form and click Save:
Page breakdown as follows:
- Name: in this text box, specify the discount name to be displayed on the payment screen of the POS Terminal app.
- Type: from this list, select the discount type (possible discount types: Percentage Discount or Cache Discount).
- Value: specify the discount value (in percentage or in currency units).
- Active: turn on this toggle button to make this discount active.
- Description: enter here any optional description of this discount.
- Cumulative: turn on this toggle button to let this discount combine with other existing manual discounts.
- Stores: in this list, retain only stores where this discount applies.
NOTE: By default, this list includes all your registered stores. - Specify the target items or menu categories to which this discount applies:
- All Items: select this option to apply these discounts to all menu items.
- Selected Categories: select this option and then specify menu categories to which this discount applies.
NOTE: Optionally, you can exclude some items from selected categories. - Selected Items: select this option and then specify menu items to which this discount applies.
Edit Existing Discount
To edit a discount
- Open the list of discounts (see View a List of Discounts earlier in this topic).
- Click a discount name to start editing it.
- Edit the discount properties in the form that opens, and then click Update to save your changes.
NOTE: This form is similar to the Add Discount form described in the “Add Discount” section earlier in this topic.