Discounts - Discounts (HQ)

Discounts allow you to reduce the cost of an item or order. 

From the SITES tab in HQ, navigate to your site, then from the left-hand menu select the Discounts tab. 

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.

The screen below displays the configuration options for discounts.

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.
CHECK BUTTON	Clicking the blue "Check" button will check to see if the entered EID is already in use.
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, service charges or donations.
REQUIRED NUMBER OF ITEMS	Enter the minimum quantity of items to be added to the cart for the discount to be applicable.
INCLUDE	Select the Services, Categories, and Items for which this discount is applicable.
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 "Static Period" if you want to restrict use of this discount to a specific date range. Select the start and end date for the usage period. Select "Unlimited" for a Discount that is always available.
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 is automatically applied to orders from Kiosks if it meets the criteria of the discount.
AUTO APPLY ON WEB	When selected, the discount is automatically applied to orders from 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.

Importing Discounts

Pressing the "Import Discounts" button will allow you to select another one of your sites and then import from a dropdown list of the discounts configured at that site. 

Once the information has been added or updated, you will need to click the black "Save" button. Once saved, the updated information will be available at the POS.