Back Office Discount Setup

You can set up discounts for items at the item-level and ticket-level. This allows employees to apply a single discount to each item and an overall discount to an entire sale. Your discounts will “stack”, allowing both types of discounts to be applied to an item. Item-level discounts will always be applied first, followed by ticket-level discounts.

NOTE:
Essentials Light supports the standard available discounts and does not allow customization.

To set up a discount

1. In the Back Office, select the Inventory (or Menu) tab. Your business type will determine which tab option appears.
   

   NOTE:
   Multi-store businesses must consider that discounts are managed at the company level. At the company level, you have the option to assign discounts to specific stores so only the discounts assigned to that store display on the POS.

2. Select the Discounts subtab.
3. Click Add a Discount. 
4. Edit the general settings for the discount:
   • Enter a discount name.
   • (Optional) Enter an external ID to track an ID for this discount from another system.
   • Enter a description of the discount, up to 30 characters. This description is displayed on email offers sent to customers. 
   • Select whether the discount should be active on the POS device.
5. Enter the discount settings:
   • Discount type: 
     • Amount - a fixed dollar amount that can't be changed. 
     • Percent - a fixed percentage.
     • Prompted Amount - allows an employee to enter an amount. 
     • Prompted Percent - allows an employee to enter a percentage.
   • Amount/Percent off: If the type is Amount or Percent, indicate the amount or percent of the discount.
   • (Optional) Barcode Range: the barcode range to scan barcoded discounts to apply to a sale.
6. Enter qualification settings:
   • Applies to: Select Item to apply the discount for individual items or Ticket to apply the discount to an entire sale.
   • Min Qualifying Amount: Specify the minimum eligible price for an item-level discount or the minimum sale amount for a ticket-level discount. If you don't want to set an amount, leave the default of $0.00.
   • Email Offer Only: Select this checkbox for offers emailed to your customers using integrated email marketing messages. Using this feature is recommended to take full advantage of your system's email marketing capabilities.
7. Click Save.

NOTE:
Want to offer a free item? In the Discount Type field, choose Percent and in the Percent Off field enter 100. Then select Item in the Applies to field. Make sure you give your discount a description that makes it clear to the customer what they are getting for free, e.g., “Free Cookie with Purchase”.