Introduction
This article provides a comprehensive guide on managing pre-defined discounts on the POS Dashboard and applying them at the POS terminal. This feature allows businesses to configure various discount types (percentage or fixed amount), values, and descriptions, ensuring consistent application across all transactions and synchronized with the POS.
Version Support
This guide applies to the POS Dashboard (v7.2025.07.11) and associated POS terminals.
Table of Contents
- Managing Pre-Defined Discounts on the POS Dashboard
- Applying Pre-Defined Discounts at the POS Terminal
1. Managing Pre-Defined Discounts on the POS Dashboard
The POS Dashboard allows you to configure discounts that can be easily applied at the POS terminal. Discounts can be set based on a percentage (%) or a fixed amount ($).
1.1. Accessing Discount Settings
- Log in to the POS Dashboard.
- Navigate to Settings in the main menu.
- In the left sidebar, click Discount.
- Select the Pre-defined Discounts tab.
1.2. Creating a New Pre-Defined Discount
Follow these steps to add a new discount and synchronize it with your POS terminals.
- On the Pre-defined Discounts page, click the Add new discount button.
- Enter the necessary details for the new discount:
- Sort Order: Specify the order in which the discount should appear in the list at the POS.
- Discount Type: Choose whether the discount is a ‘Percentage’ (%) or a ‘Fixed Amount’ ($).
- Discount Value: Enter the numerical value of the discount.
- Description: Provide a clear description (e.g., ‘Member’, ‘VIP’, ‘Birthday’).
- Click Save.
The newly created discount is now saved and automatically synchronized to your POS terminals, ready for use by your staff.
Note: To ensure the changes are reflected immediately at the POS, open the POS application and click the “Get Menu” button to update the data.
2. Applying Pre-Defined Discounts at the POS Terminal
POS staff can easily apply discounts to individual items or the entire transaction using the pre-defined options.
2.1. Applying Discounts to the Entire Order or Specific Items
When applying a discount, you have the option to apply it to the entire transaction or a selected item.
- Open an order or select a specific item on the POS screen.
- Select the “Discount” function.
- Choose the application method:
- Apply discount to all items: Applies the discount to the total transaction.
- Apply discount to selected item: Applies the discount only to the item highlighted on the screen.
2.2. Selecting and Applying Pre-Defined Discounts
On the Discount screen, the Pre-Defined Discounts list will be displayed on the left sidebar.
- Select the desired discount from the list based on the description (e.g., ‘Member’, ‘VIP’, ‘Birthday’). The discount value (percentage or fixed amount) will automatically populate.
- Alternatively, you can use the right sidebar for custom discounts:
- Select $ Amount for a fixed amount discount or % Percent for a percentage discount.
- Use the keypad to enter the desired discount value.
- Click Apply Discount.
FAQ
Q: Can I apply multiple pre-defined discounts to a single transaction?
A: Typically, only one pre-defined discount can be applied per transaction or item unless configured otherwise in your specific POS settings.
Q: How do I remove a discount from the POS?
A: To remove a discount, navigate to Settings > Discount > Pre-defined Discounts on the POS Dashboard, locate the discount you wish to remove, and use the delete icon (trash bin) next to it.
Q: What happens if a discount is deleted from the Dashboard while a POS terminal is offline?
A: The POS terminal will synchronize the deletion once it reconnects to the server. Until then, the discount may still be available on the offline terminal.
Q: Can I set a discount as a percentage and another as a fixed amount?
A: Yes, the system supports both percentage-based and fixed-amount discounts simultaneously. You can define the type when creating the discount on the Dashboard.