Retail Back Office: Products/Items - Discounts (Receipt-Based)

Retail Back Office: Products/Items - Discounts (Receipt-Based)



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

On the Discounts page, select the Receipt Based tab. It displays a table with the current Receipt-Based 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 Receipt-Based Discounts, the message 'No Discounts found' appears.

Create (or Edit) a Receipt Based 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. Select the Discount Type (Promo, Comp, or Donation).
    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.
    5. For Offers: you can define the offer(s) for your products at a discounted price to increase sales and customer satisfaction. To add an Offer to your Discount:

      1. Click Add Offer. An Offer section appears.
      2. Select the type of Offer:
        1. Percentage - If selected, enter the Receipt Total that will trigger the discount then the Percentage to be discounted (up to 2 decimal places).
        2. Amount - If selected, enter the Receipt Total that will trigger the discount then the Amount to be discounted (up to 2 decimal places).
        3. Set Price - A type of discount where a specific Set Price is the discounted price from the Receipt Total.
          1. Example: If the Set Price is configured as 5 in the Back Office (BO), and the Receipt Total is 20: the Receipt Total amount will be subtracted (20.00-5.00 = 15.00) and the Discount will be calculated:
            1. Receipt Total: 20
            2. Discount Applied: 15
            3. Final Price: 5 (as per the Set Price configuration)

        4. Free Item - When selected, the Discount will be the amount of a qualifying Item. Click + Add Free Item, then select the Item, the Quantity and the Price to be discounted.

  7. Under Exclude:
    1. Select Categor(ies) from the dropdown that will be excluded from the discount. The options are the Categories created in Back Office.
    2. Select Retail Item(s) from the dropdown that will be excluded from the discount. The options are the Products/Items created in Back Office.

  8. Select the Availability of this discount:

    1. Always – If selected, this Discount will be available during all days and times.
    2. Days of Week
      If Days of Week is selected:
      1. Select Days - Select the Day(s) the Discount will be available in POS (you can select more than one day).


      2. Restriction Time / Available Time - Both Available Time and Restriction Time can be set here by enabling the toggles (setting to YES).


        1. Set the Restriction Time by selecting the Start and End Times (clock view) then click OK.


        2. For an Available Time, set the Start and End Times for the Discount to be available in the POS (clock view).

        3. You can Add an Available Time period by clicking + Add New Time and a new time period row appears to select another Start and End Times.


      3. Note: A Time cannot fall under both Restriction and Available (there cannot be overlap between the Restriction Time and an Available Time).

    3. Days of Month
      If Days of Month is selected:
      1. Select the appropriate Dates.


      2. If you enable the Available Months (set the toggle to YES), select the Months the Discount will appear in POS.


      3. Restriction Time / Available Time - Both Available Time and Restriction Time can be set here by enabling the toggles (setting to YES).


        1. Set the Restriction Time by selecting the Start and End Times (clock view) then click OK.


        2. For an Available Time, set the Start and End Times for the Discount to appear in the POS (clock view).

        3. You can Add an Available Time period by clicking + Add New Time and a new time period row appears to select another Start and End Times.


          Note: A Time cannot fall under both Restriction and Available (there cannot be overlap between the Restriction Time and an Available Time).

    4. Date Range
      If Date Range is selected:
      1. Select the Start and End Dates (calendar view).



      2. Restriction Days / Available Days - Both Available Days and Restriction Days can be set here by enabling the toggles (setting to YES).


      3. Restriction Time / Available Time - Both Available Time and Restriction Time can be set here by enabling the toggles (setting to YES).


        1. Set the Restriction Time by selecting the Start and End Times (clock view) then click OK.


        2. For an Available Time, set the Start and End Times for the Discount to appear in the POS (clock view).

        3. You can Add an Available Time period by clicking + Add New Time and a new time period row appears to select another Start and End Times.


          Note: A Time cannot fall under both Restriction and Available (there cannot be overlap between the Restriction Time and an Available Time).
    5. Specific Date
      If Specific Date is selected
      1. Select the single Date the Discount will be available in POS (calendar view).


      2. Restriction Time / Available Time - Both Available Time and Restriction Time can be set here by enabling the toggles (setting to YES).


        1. Set the Restriction Time by selecting the Start and End Times (clock view) then click OK.


        2. For an Available Time, set the Start and End Times for the Discount to appear in the POS (clock view).

        3. You can Add an Available Time period by clicking + Add New Time and a new time period row appears to select another Start and End Times.


          Note: A Time cannot fall under both Restriction and Available (there cannot be overlap between the Restriction Time and an Available Time).

    6. Date Range with Time
      If Date Range with Time is selected:
      1. Select the Start and End Dates (calendar view).



      2. Restriction Time / Available Time - Both Available Time and Restriction Time can be set here.


        1. For an Available Time, set the Start and End Times for the Discount to appear in the POS (clock view).



        2. You can Add an Available Time period by clicking + Add New Time and a new row appears to select another Start and End Times.


        3. Set the Restriction Time by enabling the toggle, then selecting the Start and End Times (clock view) then click OK.



          Note:           A Time cannot fall under both Restriction and Available (there cannot be overlap between the Restriction Time and an Available Time).
  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 Item-Based Discount, click Save and Publish (or Update). You will be returned to the main Discounts screen under the Item Based tab.

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