Discounts: How to Create a Discount

Create a discount for all guests to redeem each time they place an order.

• Navigate to your Cart Rules page
• Hit the + to create a discount

• Select Custom Discount under template selection

• Step 1 of 12: Name the discount for internal use

• Step 2 of 12: Name the discount for external use (this is what the customer will see in their cart)

• Choose if the discount is “Autograt exempt” or “tip exempt”

• Autograt exempt: Ensures autograt (created in location settings > service fees) is based on the total before discounts.

• Tip exempt: Ensures tip percentages (tip scale set in zones) is based on the total before discounts.

• Step 3 of 12: Choose whether you want the discount to apply to the tab (all orders within a tab) or order (each time a new set of products are ordered by the guest or sent on the POS on the tab)

• Step 4 of 12: Choose if the discount affects a specific product

If the discount affects a specific product(s), add a tag for the product then be sure to tag the product(s) afterwards.

• If the discount affects multiple products, add the same tag to all

Select Create

After creating your discount, you can adjust the time the discount is applied, which can be a great way to set up specific happy hour deals. You can also choose a start and end date for your discount if you’d like it to only be offered for a limited time. Discount Entire Order**

• Step 1 & 2: Name the discount (Snow Day Discount, Spring Time Promo, Fourth of July Promo, Flash Sale, On the House Discount, Takeout Discount)
• Step 3: Click “Tab”
• Step 4: Click “No”
• Step 5: Set % or $ amount
• Step 6: Click “No”
• Step 7: You may choose to set a minimum
• Step 8: If the discount is % based, you may choose to set a maximum discount value
• Step 9: Click “No”
• Step 10: You may choose if this discount can be combined with other discounts
• Step 11: You may choose to limit the discount to specific zones
• Step 12: You may choose to limit the discount to specific segments

Refresh the page, toggle on the rule, and TEST!

Discount a Specific Product

• Step 1 & 2: Name the discount (Flight Discount, Chocolate Discount, Wine Discount, etc.)
• Step 3: Click “Tab” or “Order” (order should be used if you’d like to limit the amount of times the discount can be applied to one tab - see step 9)
• Step 4: Click “Yes,” type in or select the tag associated with the product(s) and set the discount quantity to unlimited (only set a quantity to limit the number of products discounted on one Tab, or in the case of a BOGO deal where you buy 1 burger and get 2 fries, for example)
• Step 5: Set % or $ amount
• Step 6: Click “No” (only used for BOGO deals)
• Step 7: You may choose to set a minimum
• Step 8: If the discount is % based, you may choose to set a maximum discount value
• Step 9: You may choose to limit how many times the customer can apply the discount (only set if you choose a specific quantity in step 4). Note: do not set a maximum discount value (step 8) and set this limit
• Step 10: You may choose if this discount can be combined with other discounts
• Step 11: You may choose to limit the “Discount” to specific zones
• Step 12: You may choose to limit the discount to specific segments

Refresh the page and toggle on the rule

• Lastly, in the product catalog, click on the specific product, and add the same tag used in the order rule - move the product to the top of the menu to highlight it

TEST