Back Office lets you create manual discounts such as 10% off an order to apply them in the checkout screen of POS Terminal applications. Due to role-based control, you can define which members of staff are allowed to apply discounts.

You can view a list of registered discounts. Additionally, you can add new discounts or edit existing discounts.

This topic covers the following tasks:

View a List of Discounts

To view a list of registered discounts

  • In the left pane of Back Office Management console, expand the Marketing node, and then click Discounts.

This page defines the following elements:

  • Add: adds new discount
  • Active: makes the selected discount active
  • [Name column]: click the discount name to edit it.

Add New Discount

To add new discount

  1. In the Discounts list, click Add.
    This opens the Add Discount form similar to the screenshot from Step 2.
  2. Complete the Add Discount form and click Save:

On this page, use the following elements to configure newly created discount:

  • Name: in this text box, specify the discount name to be displayed on the payment screen of POS Terminal app.
  • Type: from this list, select the discount type (possible discount types: Percentage Discount or Cache Discount).
  • Value: speciy the discount value (in percentage or in currency units).
  • Active: turn on this toggle button to make this discount active.
  • Description: enter here any optional description of this discount.
  • Is Aggregatable: turn on this toggle button to let this discount combine with other existing manual discounts.
  • Stores: in this list, retain only stores where this discount applies.
    NOTE: By default, this list includes all your registered stores.
  • Specify the target items or menu categories to which this discount applies: 
    • All Items: select this option to apply this discounts to all menu items.
    • Selected Categories: select this option and then specify menu categories to which this discount applies. 
      NOTE: Optionally, you can exclude some items from selected categories. 
    • Selected Items: select this option and then specify menu items to which this discount applies.

To clarify this procedure, consider the above sample Add Discount form. This form lets you configure a 10% discount that applies to all drinks from the Hot Drinks category except Assam Chai, in the following stores: Coffe Point, Yuma Demo India, etc. 

Edit Existing Discount

To edit a discount

  1. Open the list of discounts (see View a List of Discounts earlier in this topic).
  2. Click a discount name to start editing it.
  3. Edit the discount properties in the form that opens, and then click Update to save your changes.

NOTE: This form is similar to the Add Discount form described in the “Add Discount” section earlier in this topic.

Delete Discounts

To delete discounts

  • From the list of discounts, select discount(s) to delete, and click Delete.

NOTE: This operation permanently deletes selected discounts. To temporarily suspend selected discounts, turn off their Active toggle buttons.

See also