How to Update a Discount
You can change a discount's name, rate, dates, or any other detail at any time. Updates take effect immediately for new sales.
Step-by-Step Guide
1
Open the menu
Click the sidebar menu icon to open navigation.
2
Go to Discounts
Select Discounts to see your current list of offers.
3
Choose a discount
Click Edit on the discount you want to update.
4
Edit the fields
Edit the fields you need to change. See Field Explanations for more details on each field.
- Enable — turn the toggle on or off to activate or deactivate the discount.
- Name — update the display name.
- Code — (optional) change or add a promo code.
- Rate Type — switch between Fixed and Percentage.
- Rate — update the amount or percentage.
- Description — (optional) revise the explanation.
- Start Date — change when the discount becomes active.
- End Date — change when the discount expires.
5
Save
Click Save. Your changes apply to new sales right away.
Tips
- Double-check your changes before saving to avoid errors.
- Ask your manager if you are unsure about a setting.
- You can edit or remove discounts later as your offers change.
- Use clear names so staff and customers understand the discount.
Best Practices
- Review your discounts regularly, especially after menu or price changes.
- Train staff on how to apply and explain discounts at checkout.
- Keep a record of discount changes for reporting purposes.