➕ How to Create a Discount

Want to offer a special deal or reward your loyal customers? Creating discounts in your POS system is easy and doesn’t require any technical or accounting background. This guide will walk you through each step, so you can start offering great deals in your store.

📍 Step-by-Step Guide

1. Open the Menu: Click the ☰ sidebar hamburger menu to open navigation.
2. Go to Discounts: Select Discounts from the menu.
3. Add a Discount: Click the Add Discount or Create Discount button (usually at the top right or bottom of the discount list).
4. Enter Discount Details: Fill in the discount details. See Field Explanations below for what each field means.
   • Enable: Make sure the Enable toggle is turned on if you want the discount to be active.
   • Name: Give your discount a clear name (e.g., "10% Off Drinks").
   • Code: (Optional) Set a code customers can use to claim the discount.
   • Rate Type: Choose how the discount is applied (fixed amount or percentage).
   • Rate: Enter the amount or percent to be discounted.
   • Description: (Optional) Add a brief explanation of the discount.
   • Start Date: Set when the discount starts being active.
   • End Date: Set when the discount will no longer be available.
5. Save: Click Save. Your new discount will now be available for future sales.

💡 Tips

• Use clear, simple names so staff and customers know what the discount is for.
• Double-check discount values to avoid giving away too much by mistake.
• Set start and end dates for limited-time offers.
• You can always edit or remove discounts later if your offers or business needs change.

🏆 Best Practices

• Review your discounts regularly to keep offers fresh and relevant.
• Train your staff on how to apply and explain discounts at checkout.
• Track which discounts are most popular to plan future promotions.
• Keep records of discounts for easy reporting and peace of mind.

For more help, see the documentation or contact support.