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Point of Sale Solution Back Office Discounts

August 10, 2025

Description

How to create automatic and manual discounts in Point of Sale solution Back Office

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There are two types of discounts that can be configured for your account:

  • Auto discounts are discounts that are automatically applied to an order. Automatic discounts can be assigned to a specific product, category or department and can also set the days and times that the discount is active. For example, you might make tacos discounted on Tuesdays or all drinks discounts during a happy hour on weekdays. 
  • Manual discounts are discounts applied when a customer presents a coupon. Coupons can be applied to an entire order or to specific items or categories, similar to the way that discounts work.

Auto Discounts

Discounts that are automatically applied to an order. Automatic discounts can be assigned to a specific product, category or department and can also set the days and times that the discount is active. For example, you might make tacos discounted on Tuesdays or all drinks discounts during a happy hour on weekdays. 

To create a discount

  1. In Point of Sale Solution Back Office, select Discounts > Auto-Discounts.
     Auto discounts highlighted under discounts in the navigation menu.
  2. Click Create discount.

    Create discount button highlighted under manage discounts.
  3. Enter a Discount name. This is a required field.

    Highlighted discount name field.
  4. Enter a description and set a color for the discount, if desired.
  5. Toggle the options to select whether the discount applies to purchases in-store or online, or both.Highlighted toggle option for in-store and or online
  6. In the Discount type section, set the offer as a Special price ($), Amount Off ($), or Percentage off (%).
    Discount type fields to set special prices, amount off, or percentage off.
  7. In the Discount settings section, set whether the discount applies to a Department, Categories, or Products. Click the + icon to select an option.

    NOTE: If you do not select a specific department, category, or product, the discount will apply to all options.

    Manual discount setting options to add departments, categories, and or products.
  8. Set the Discount dates:

    Discount date option toggles highlighted.
    Discount dates setting options and description
    Discount Dates SettingsDescription
    Every day

    Select Every day to apply the discount all days of the week or toggle off and then select the specific days of the week that the discount will be active.

    All day

    Select All day to make the discount available all day or toggle off and then select a Start time and End time for when the discount should be active.

    All dates

    Select All dates to make the discount available immediately with no end date, or toggle off and then select Discount start date and Discount end date.

    All locationsSelect All locations to make the discount available at all store locations or a specific business location.
  9. Click Create.

NOTE: 
Accept multiple discounts in Global Settings.

Manual Discounts

Similar to a discount, a manual discount provides an amount or percentage off an item, department, category, or the entire ticket. 

To create a manual discount

  1. In Point of Sale Solution Back Office, select Discounts > Manual Discounts.

    Manual discounts highlighted under discounts in the navigation menu.
  2. Click Create manual discount. 


    Create manual discount button highlighted under manage manual discounts.
  3. Enter a Manual discount name. This is a required field. 

    Manual discount name field highlighted.
  4. Select whether the manual discount applies to Orders, Items, or All items on a ticket.
     Manual discount detail toggles highlighted to set orders, items, and or all items.
  5. Enter a description and set a color for the manual discount, if desired.
  6. Toggle the options to select whether the discount applies to purchases in-store.
  7. In the Manual discount type section, set the offer as a Special price ($), Amount Off ($), or Percentage off (%).

    Manual discount type fields highlighted to set special prices, amount off, or percentage off.
  8. In the Manual discount settings section, set whether the discount applies to Departments, Categories, or Products. Click the + icon to select an option. 

    NOTE: If you do not select a specific department, category, or product, the discount will apply to all options.

    Highlighted Manual discount settings to add departments, categories, and or items.
  9. Set the Manual discount schedule:

    Highlighted Manual discount schedule options with toggles.
    Manual discount schedule options and description
    Manual Discount ScheduleDescription
    Every day

    Select Every day to apply the discount all days of the week or toggle off and then select the specific days of the week that the discount will be active.

    All day

    Select All Day to make the discount available all day or toggle off and then select a Start time and End time for when the discount should be active.


    All dates

    Select All Dates to make the discount available immediately with no end date, or toggle off and then select Manual discount start date and Manual discount end date.

    All locationsSelect All locations to make the discount available to all locations or a specific business location.
  10. Click Create.
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