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

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
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.
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
ALLOW ON KIOSK	When selected, the discount automatically applied to orders from Kiosks if it meets the criteria of the discount
ALLOW ON WEB	When selected, the discount is visible on the TRAY Web ordering platform