Admins can configure Automatic Discounts in the BackOffice, which are discounts that automatically apply to items or categories (items in that category) in the Register. This article explains Auto Discounts and how to create Auto Discounts in the BackOffice.
About Auto Discounts
Auto Discounts are highly-customizable percentage or fixed dollar amount discounts automatically applied to items or categories (all items in the category) based on a specific set of parameters, such as discount type/amount, date range, day of the week, and time of day. Auto Discounts dramatically simplify promotional and happy hour discounts and have a wide range of applications.
Create an Auto Discount
- In the BackOffice, click Discounts from the left-side navigation menu.
- In the Auto Discounts tab, click the Auto Preset Discount button.
- Give the Auto Discount a name.
- By default, the Published field is checked. This function allows you to disable/enable the Auto Discount anytime.
- Specify the amount and select whether it is a percentage discount or a dollar amount.
- By default, Auto Discounts will be applied to all items. To configure which items or categories the discount applies to, you must toggle on Enable Discount Rules.
- With Discounts Rules enabled, you can select which items or categories/subcategories (all items in the category/subcategory) will receive the Auto Discount. You can also opt to exclude items or subcategories. For example, you may want the Auto Discount to apply to all Sandwiches (category) but not Specialty Sandwiches (subcategory).
- Create a schedule of when the Auto Discount will go into effect (optional). The options are as follows:
- Enable Set date range to enter the start and end dates.
- Enable Set day(s) of week to select the days of the week. You must click on each day individually to activate the Auto Discount on those days.
- Enable Set time of day to set the start and end times of the day.
- Click Create to close the window.
Congrats! You have created an Auto Discount successfully.