Create a Discount

This article has been updated to reflect the November 2023 Back of House User Interface update. If your system was installed prior to November 2023, and has a different look, you can find documentation for your system here.

Action	Display
1. From the main BOH screen, select the Discounts icon
Any existing Discounts will display in the left hand panel 2. Select New + to create a new Discount
3. Use the Name field, in the General Information section, to name the new Discount 4. From the drop down menu select the appropriate Discount Type Amount Off Percent Off Popup Amount Off Popup Percent Off Popup Set Price Price Level Set Price
5. Input the Discount Value, based on the Discount Type Selected 6. Enter Minimum Order Amount in the the text field 7. Enter Maximum Discount Amount in the text field
8. Tick the appropriate boxes for the new Discount Auto Apply On Send Can Only Be Used Once Per Order
9. Select the appropriate Availability check boxes: Enabled: Turns the Discount on/off Prompt For Note: Forces an Adjustment Reason to be attached to the Discount`
10. Select the appropriate Order Types that the discount can be applied to 11. Select the Job Positions permitted to apply the Discount 12. Select any Adjustment Reasons that apply to this Discount 13. If the Discount is set to be on a Schedule, follow the instructions on how to Schedule a Pricing Event
14. Tick the checkbox Available For Only The Items Below if the new Discount is Item Exclusive The New Item button will populate an entry into the list Kind: Set to either Menu Item or Menu Item Group Group/Item: Select the appropriate Menu Item or Menu Item Group the Discount is meant for Location Specific Settings allows for Location specific handling