Discounts are manually applied, you do so with a button on the screen and is outlined in this article. Promotions on the other hand, apply automatically when pre-defined conditions are met.
Discount types
Discounts can be easily added to the till screen in a similar way to adding products. These discounts can cater to various needs, such as:
Percentage Off: Reduces the price by a percentage.
Fixed Amount Off: Reduces the price by a specific amount.
Set Price: Sets the final price for the items.
Create a new discount
To create a new discount code, follow the steps below:
Step 1: Create a new discount
Navigate to Dashboard, then select Discounts & Promotions from the left-hand menu.
Select Discounts.
Click New to begin creating a new discount.
Enter the details of the discount, including:
Basic discount information:
Discount name: Assign a recognisable name to the discount.
Receipt text: Define what should be displayed on the receipt.
Discount Information:
Discount type: Select either percentage off, fixed amount or set price.
Discount value: If you want flexibility, set the Discount Value to 0 and tick the Show Keypad option. This allows clerks to enter a custom percentage when applying the discount. Alternatively, you can create a fixed percentage discount by entering a specific value into Discount Value and unticking the Show Keypad option.
Step 2: Add the discount to the till screen
🤓 Tip: We recommend placing discount buttons on the till payment page for easy access. However, if you have many discounts, consider creating a separate page for them.
Select an empty button on the screen.
Click Search and find the discount by name.
Select Add to Button to apply the discount to the button.
The Button Text is automatically populated with the discount name. If the text is too long, you can shorten it to change how it is seen on screen.
Once you've made your adjustments, click Save & Close.
Step 3: Refresh till data
Go to the till and wait for three minutes for the changes to sync.
Press Refresh Data to apply the changes.