Use INVENTORY > DISCOUNTS to incentivize customers to come to your store and purchase more items. Employees have the ability to add multiple discounts on the same ticket (up to one discount for each item on the ticket and one ticket-level discount). Discounts can be applied to sale items but not to return items.The system allows both item level and ticket level discounts. You can also promote your discounts in email marketing messages to your customers. Create discounts at the company level and they apply across all stores.

You can set up the following types of discounts:

• Amount — A defined dollar amount.
• Percent — A defined reduction percentage.
• Prompted Amount — Displays a POS prompt to enter a dollar amount.
• Prompted Percent — Displays a POS prompt to enter a reduction percentage.

Adding a discount

You can set up item and ticket-level discounts. This allows employees to apply a single discount to each item and an overall discount to an entire sale in the POS app. With our system, your discounts will 'stack,' allowing you to apply both types of discounts to an item. Item-level discounts are always applied first, followed by ticket-level discounts.

📝 You can only assign one item-level discount to an item, and you can only assign one ticket-level discount to a ticket. You can assign an item-level discount to item(s) and a ticket-level discount to the same ticket.

To add a discount:

• Log in to Back Office using Company View (All Stores)/Store View (to create discounts at store level).

• Select INVENTORY > DISCOUNTS. The DISCOUNTS screen appears.
  

  

• Click Add a Discount. The Discount Detail screen appears.
  

  

• Type a name for the discount. For discounts you plan to include in bar codes as part of email marketing, the name should not contain any spaces.

• (Optional) Type an external ID for the discount. You can leave this field blank and the system will automatically assign an external ID to the discount when you save the record.

• Type a Description for the discount.

• (Optional) Click Assign Stores to select the required store(s).

• (Optional) Clear Show the discount on Activity Summary charts to not have the discount calculated as part of the totals on the Activity Summary page. For example, you may not want to have Employee Discounts appear as part of the Discounts and Promotions calculation on the Activity Summary page to give you a more accurate reflection of the effectiveness of your discounts and promotions.

• Select the Discount Type from the drop-down list.

  • Amount – Provides for a fixed dollar discount amount. You must type the amount for the discount.
  • Percent – Provides for a fixed discount percentage. You must type the percentage for the discount.
  • Prompted – Amount allows you to change the discounted amount during a sale.
  • Prompted – Percent allows you to change the discount percentage during a sale.
  • Set Item Price – Allows you to create a discount price to apply to an item. You must type the item price for the discount. For example, if you sell many types of beers with different prices, you can create a special such as ‘All Bottled Beer, $3.00 All Day Tuesday.’
    

• Enter the Amount Off or the Percent Off or Prompted Amount or Prompted Percent (based on your select in step 9) for the discount.

• (Optional) Enter a barcode range so that you can scan barcoded discounts to apply them to a sale.

• At the Qualification group bar, from the Applies To dropdown, select Item to specify when the discount can be applied to individual items or select Ticket to apply the discount to an entire sale.

• Enter a value in the Min Qualifying Amount field to specify the minimum eligible price for an item-level discount or the minimum sale amount for a ticket-level discount. If you don't want set an amount, leave the default $0.00.

• Select the Email Offer Only checkbox if this discount is one you want to email to your customers using our integrated email marketing messages. We recommend using this flag to take full advantage of email marketing.

• Click Save to save the new discount.

💡 Want to offer a free item? In the Discount Type field, choose Percent and in the Percent Off field enter 100. Then select Item in the Applies to field. Make sure you give your discount a description that makes it clear to the customer what they are getting for free, i.e. “Free Cookie with Purchase”.

Duplicating a discount

You can quickly duplicate existing discounts at a company or store level.

• Select INVENTORY > DISCOUNTS. The DISCOUNTS screen appears.
  
  
• Scroll through the list of discounts and click the row of the discount you want to duplicate. The Discount Details screen appears.
  
  
• Click Duplicate to create a new discount will all information already entered except for Name and External ID.
  
  
• Enter the details for the discount.
• Click Save.

Edit/delete a discount

You can edit an existing discount or remove a discount which you no longer want to maintain.

To edit or delete a discount:

• Log in to Back Office using Company View (All Stores).

• Select INVENTORY > DISCOUNTS. The DISCOUNTS screen appears.

• Scroll through the list of discounts and click the row of the discount to edit or delete. The Discount Detail screen appears.
  

  

• Do one of the following:

  • To remove the discount, select Delete Discount and confirm the removal. If the selected discount is tied to a marketing email, the system will let you know, so that you can determine if you still want to remove the discount.
    -OR-
    
  • Edit the details for the discount and click Save.

📝 Removing a discount is a "soft delete," meaning that while the discount is removed from your view, all data and activity associated with that discount still appears in reports, transactions, etc.

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