Module 5
Discounts & Promotions
Apply percentage or dollar-amount discounts during POS transactions. You can also enter promotional codes for special offers.
Applying a Discount
- Add Items to CartAdd the items the client is purchasing.
- Click DiscountClick the Discount button below the cart total.
- Choose Discount TypeSelect Percentage (e.g., 10% off) or Fixed Amount (e.g., $5 off).
- Enter the ValueType the discount percentage or dollar amount.
- ApplyClick Apply Discount. The cart total updates to reflect the discount.
Promotional Codes
- Click Promo CodeClick the Promo Code field in the cart area.
- Enter the CodeType the promotional code exactly as provided (codes are not case-sensitive).
- ApplyClick Apply. If valid, the discount is applied automatically based on the promo's rules.
Manager approval may be required for discounts above a certain threshold (e.g., more than 20%). The system will prompt for manager override if needed.
Per-Item vs. Order-Level Discounts
| Type | How | Use Case |
|---|---|---|
| Order-level | Discount button (applies to total) | Loyalty discount, coupon |
| Per-item | Click item in cart → adjust price | Clearance item, price match |
Quick Reference
| Action | How |
|---|---|
| Apply % discount | Discount → Percentage → enter value |
| Apply $ discount | Discount → Fixed Amount → enter value |
| Use promo code | Promo Code field → enter code → Apply |
| Remove discount | Click × next to discount in cart |