Discount Presets

Discount presets allow you to save your most commonly used discounts (e.g. Senior Discount, Employee Discount). Discount presets can be Order Discounts or Product Discounts.

NOTE: Only Product Discounts allow you to specify qualifying products.

TIP: Discounts can be tracked using the Discount Report. To see how Discounts are being used and by who, use the Sales Exceptions Report

Create a New Discount Preset

To create a new discount preset:

• Click the Add Discount button
• In the Edit Discount panel:
  • Discount Name -- Name the discount preset as it will appear on the POS
  • Discount Type -- Choose if it's an order discount or a product discount
    • Order -- Order discounts apply to the whole order. You can not specify which products qualify for the discount.
    • Product -- Product discounts only apply to products. You can specify which products qualify for the discount.
  • Fixed/Relative Discount -- Choose the discount type
    • Fixed Discount -- A flat dollar amount discount
    • Relative Discount -- Discount a percentage of the price
  • Discount Amount -- Enter the amount, either dollars or percent, based on the discount type
  • Loyalty Point Cost -- Only customers with at least this many loyalty points can apply the discount. Applying the discount will remove these points from their balance.

Choose Products for Product Discounts

Product discounts allow you to select included products for the discount.

To choose products for a product discount:

• Click the Choose Products button next to the discount name
• Use the toggles to select products that qualify for the discount