Retail Back Office: Products/Items - Discounts (Open Item)

Retail Back Office: Products/Items - Discounts (Open Item)



Navigation: Log into the Back Office of your Retail Store, then select Products/Items > Discounts. 

On the Discounts page, select the Open Item tab.
  1. If there is no existing Open Item, the message 'Open Item Discount not Found' appears along with the + New Open Item Discount button.


  2. If an Open Item Discount currently exists, it will be listed and appear alongside the Edit button.

Create (or Edit) a New Open Item Discount:

  1. Click + New Open Item Discount for a new Discount, or Edit on an existing Discount.

  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:


    2. Standard Color
      1. Click the small colorized square (next to the larger colorized square).
      2. Select the color by using the 2 sliders.


  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. Select the Type of Discount: Promo, Comp, or Donation.

  7. For Discount Settings, the available toggles will be based on the Type selection:

    1. Coupon Only - If enabled (YES), enter the Coupon Code needed to apply the Discount (only letters or numbers are allowed).


    2. Combine With Other Discount - If enabled (YES, default), the Apply For Discounted Price toggle will be automatically enabled and unable to be changed (greyed out).

    3. Attach Customer - If enabled (YES), the Discount can be applied only when a Customer is attached to the Order (if Loyalty was selected, it will be auto-set to YES). When enabled, users will be able to attach Customers in POS to enable this Item-Based Discount.


  8. Rates

    1. Discount in Percentage - If enabled (YES), enter the Minimum and Maximum Percentage to a certain item before it can be discounted. The discount will be applied in the POS only if the Minimum/Maximum is met at the item level. The Minimum cannot be equal to or greater than the Maximum.


    2. Discount in Amount - If enabled (YES)
      1. Enter the Minimum and Maximum Amount for a qualifying item before it can be discounted. The discount will be applied in the POS only if the Minimum/Maximum is met at the item level.
      2. Enter the Safety Limit Percentage that establishes the limit to the amount on the Item that an employee can provide to a customer.


  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 Open-Item Based Discount, click Save and Publish (or Update). You will be returned to the main Discounts screen under the Open Item tab.

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