Discounts

Creating named discounts in BackOffice makes it easy for you to quickly apply employee, loyalty, or other special discounts to transactions at the register.

Named Discounts

Table of Contents

Create and Manage Discounts

Learn how to access discount settings, manage existing discounts, and create new ones.

Discount Settings

Visit Discount Settings to add new named discounts, edit/remove existing ones, or change specific discount settings in BackOffice.

  1. Click 'Settings' and select 'Discounts'.

Discounts Settings Page

The Discount Settings page displays all discounts and gives you the ability to change how transaction-level discounts are applied at the register.

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To change how discounts are applied at the register:

  1. Choose an option under 'Discount Settings'.
    • Subtotal applies discounts to the subtotal of the entire sale, even if some items are non-discountable.
    • Total of only discountable items applies discounts to the subtotal of only the discountable items.
  2. Click 'OK' to save changes.
  3. 'Get Updates' at the register to apply the changes.

    If you receive an error while getting updates, visit our troubleshooting guide for help.

Create a New Discount

Creating discounts makes it quick and easy for cashiers to apply commonly used discounts at the register, like employee lunches and veteran discounts.

  1. On the Discount Settings page, click 'Add Discount'.
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  2. Set the parameters of the discount.
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    Name | The name cashiers see when applying the discount at the register.
    Receipt Description | How the discount appears on a customer’s receipt.
    Type | Choose between making the discount a percentage or dollar amount.
    Amount/Percent | Dollar amount or percentage of the discount. Check ‘Open’ to let cashier enter it.
    Applies to | Choose whether the discount can be used only on individual line items, only on the total sale, or on both line items and the transaction total.
    Requires Manager | Check this box to require a manager to enter their code to confirm the discount.

  3. Click 'Save'.
  4. 'Get Updates' at the register to apply the changes.

    If you receive an error while getting updates, visit our troubleshooting guide for help.

Apply Discounts at the Register

Choose from a list of discounts to apply the right one for the sale.

  1. Tap the discount button on either the line-item or the transaction subtotal.
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  2. Choose from your available discounts.
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  3. If required, have a manager enter their register code and tap 'Verify'.
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  4. Finish the sale as usual.

    The discount’s Receipt Description appears on the customer receipt.

Wondering why non-discountable items are being discounted? Visit our Transactions Screen Troubleshooting guide for help.

What's Next?

After creating discounts in BackOffice and applying them to transactions at the register, you can keep track of which discounts are frequently being applied and total discount amounts being applied within a selected date range. Check out our Sales by Discount Report for everything you need to know about discounts being applied at your business.

Check out our FAQ for some answers to common questions that come up when using the register.
Are you running into issues while using the register? Check out our Troubleshooting Guide for solutions to common problems.


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