Retail Back Office: Products/Items - Discounts (Mix and Match)

Retail Back Office: Products/Items - Discounts (Mix and Match)



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 has a Coupon, whether it's an Auto Discount, and 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.


Create (or Edit) a Mix and Match Discount

  1. Click the + New Discount button at the upper-right. The Receipt Based screen appears.
    1. To Edit an existing Discount: under the Actions column click the corresponding pencil icon.


  2. 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

  3. Enter the Name. It its mandatory and cannot be longer than 25 characters.

  4. 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.

  5. Select how to Apply the Discount (mandatory): Before Tax or After Tax.

  6. For the Combo Discounts toggle: if enabled (set to YES), enter a Description. All of the below toggles except for Combine With Other Discount will be removed.


  7. For the Discount Type, select one of the following: Promo, Comp, Donation or Loyalty Discount.
    1. Employee Discount - If enabled (YES), only the employees will be eligible for the discount. All other below Discount Settings options will be removed.
    2. Coupon Only - If enabled (YES), enter the Coupon Code needed to apply the Discount (only letters or numbers are allowed).
    3. Auto Discount - If enabled (YES), the Discount will automatically be applied once an eligible Item is added to the Order.
    4. For the Combine With Other Discount toggle: if enabled (YES), this Discount can be combined with another existing Discount within a single transaction. If disabled (NO), it can't be. Also, the Apply For Discounted Price toggle will be automatically enabled and unable to be edited (grayed out).


  8. 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.
  9. 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.


  10. 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.

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