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How to Apply a Discount to an Order

Apply one of your catalog discounts to the order from the register's Menu.

Before you start

  • The Point of Sale · Modify permission.
  • At least one enabled discount inside its dates.

Steps

1

Build the order

Open the POS Register and add items to the cart as usual. The discounts sheet needs items in the cart.

The POS register with items in the cart
Build the order
2

Open Menu → Discounts

Tap Menu, then Discounts to see your catalog discounts, each with its own Apply button.

The Discounts sheet on the POS register, listing catalog discounts each with an Apply button
Register → Menu → Discounts
3

Apply and confirm

Tap Apply on the discount the customer qualifies for, then Done. The summary shows the applied discount and the updated grand total.

The POS register order summary showing the applied discount and updated grand total
Discount applied to the order

What happens next

  • Each applied discount is a row in the Summary's Discounts section with its rate and what it takes off this sale. Tap Add on the header, or tap a row, to apply another. Swipe a row left and tap Remove to take off just that one. A custom discount has its own Custom discount row: tap it to change the amount, or swipe it left and tap Remove.
  • Percentage discounts come off first, then fixed ones, and the order keeps its own copy of each. Use Clear Discounts in the sheet to remove every applied discount.

Edge cases

  • There is no promo-code box at the register. If a customer mentions a promotion, your cashier picks the matching discount from the list.
  • A discount switched off while the register still showed it is refused when you place the order. It is taken off the cart, a message names it, and you check the total and place the order again. A discount past its end date is refused as expired.
  • An open order keeps a discount it was rung up with, even if you switch it off later. Changing an open order checks the new discounts the same way, and replaces the order's copies.
  • The total keeps loyalty points and gift cards already on the order, and never goes below zero.
  • A removed message can be wrong. When a discount ended by its schedule, the register can keep it in the cart even though the message says it was removed, because the list is cached per store.
  • A cart of free items with a typed fixed discount can show the totals as not-a-number on the register, because the subtotal is 0.
  • Percentages compound. Two 10% discounts take off 19%.
  • Mandated discounts. In the Philippines a registered store gets Senior Citizen and PWD discounts (20% each) set up at store creation, and grocery, convenience, and drugstore types also get Solo Parent. They take the percentage off the price after the tax is removed: on a ₱112 item with 12% VAT, 20% off leaves ₱89.60, which is 20% off the ₱100 net price.

Works with

Add-on or planWhat changes on this page
Any planBasic discounts, including Senior Citizen and PWD, work on every plan, including Basic.
Staff Operations add-onA discount can ask for a manager's approval. See Manager Approvals.
Loyalty add-onPoints come off after discounts.
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