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Discounts (HQ)

Discounts allow you to reduce the cost of an item or order. In order to create a discount, navigate to the Discounts tab on your site settings

 

Permission Requirements: View Discounts, Add Discounts, Edit Discounts, Delete Discounts
Optional Permissions: Edit Discount Effective Date, Edit Discount Manager Approval Needed

 

Discounts

To add a discount, select Add Discount.

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The screen below displays the configuration options for discounts.

Screenshot 2023-12-01 at 12.33.22 PM.png

 

The following table provides information about the fields in the Add Discount dialog:

FIELD DESCRIPTION
NAME The name for the discount 

EID

 A unique identifier that can be used for enterprise management
MAIN Main discounts can be configured to group discounts together under a specific category. These categories are visible on certain reports
DISCOUNT TYPE

Whether the discount will be applied to an Item or the entire Order. The X for X Discount can also be configured.
MINIMUM SPENDING The required check balance for this discount to be applied. Does not include gift cards.
REQUIRED NUMBER OF ITEMS Enter the minimum quantity to be added to the cart for the discount to be applicable
INCLUDE

Select the Services, Categories, and Items for which this discount is included
EXCLUDE

Select the Services, Categories, and Items for which this discount is not applicable
REDUCTION TYPE
  • Alt Price - enter the alternate price. For example, 5 changes the price of the order or item to $5 dollars
  • Amount - enter the exact amount to be deducted. For example, 5 deducts $5 off
  • Free - 100% off
  • Open - enter the new price for the item. This will be an editable value. The amount you put here will be the default value. If you don't want a default, enter 0
  • Percent - enter the percentage. For example, 5 deducts 5% off the order or item
AMOUNT Enter the amount for the applicable discount above
APPLY TO SECTIONS Legacy setting
APPLY ONCE PER ORDER Discount with this toggle can only be applied one time in an order
DISCOUNT EFFECTIVE DATE Select if you want to restrict use of this discount to specific date range. Select the start and end date for the usage period. You can also mark it as "Unlimited"
MANAGER APPROVAL NEEDED When selected, a discount can only be used (or authorized) by Staff accounts whose role has the ManagerDiscounts permission
AUTO APPLY ON KIOSK When selected, the discount automatically applied to orders from Kiosks if it meets the criteria of the discount
AUTO APPLY ON WEB When selected, the discount is visible on the TRAY Web ordering platform
ENTERPRISE MANAGED This field only exists at the Node level. If selected and pushed to the site, the discount will not be editable at the site level unless you are an Admin