Discounts

What is a Discount?

A Discount is deduction of cost for customers typically used for special events or deals on items sold on the POS. For example: 10% off Hotdogs or $1.00 of a combo meal. 

How to create a new Discount

1. Login to Connect and click on 'Options' on the left side menu.
2. Select 'Discounts' from the 'Options' drop down.
3. Press ‘Create' in the upper right corner and a pop-up window will appear for you to enter in the Name, Value, Type, Display as Button, and Status.
   
   

Tax Options for Discounts

Tax Per Item Venue

Tax Per Item venues will use the 'Is Taxable' option within the discount to control whether the tax is applied before or after the discount. 

• To apply the discount before taxes, set to 'Yes.' This would allow a 100% discount to remove the entire sale amount and the total would be 0.00.

Non-Tax Per Item Venue

If Tax Per Item is not enabled, the discount tax settings are controlled in the Vendor Roles.

1. Login to Connect and click on 'Options' in the left side menu.
2. Select 'Vendor Roles' from the Options drop down.
3. Search for and select the Vendor Role to edit.
4. Navigate to the Taxes tab.
5. Toggle the 'Tax Charge After Discount' to Yes to apply the tax after a discount has been added.
   

Discount Details

If you click on a specific Discount, you will be able to edit the settings.

• Name: The name of the discount.
• Value: The value of the discount.
• Type: It can be 'Percentage' (Ex: 20% off), 'Flat' (Ex: $1 off), or 'Custom' (Ex: $5 off when you spend $10).
• Level: Discount on an 'Item' or on the entire 'Order.'
• Status: Set the discount as Active or Inactive.
• Display as button: Enabling show a button for the discount during checkout.
• Is Taxable: Enabling will tax the new total after the discount is applied.

How to Assign a Discount to a Vendor

1. Login to Connect and click on 'Options' in the left side menu.
2. Select 'Discounts' from the 'Options' drop down menu and then select a specific Discount.
3. Click on the 'Assigned Vendors' tab and then click on 'Add Vendor.'
4. Click 'Assign' next to your preferred vendor. 

 How to assign a Discount to a Category

1. Login to Connect and click on 'Options' in the left side menu.
2. Select 'Discounts' from the 'Options' drop down menu and then select a specific Discount.
3. Click on the 'Assigned Categories' tab and then Assign or Unassign Discounts to a specific category like Food, Snacks, etc.

How to assign a Discount to an item

1. Login to Connect and click on 'Options' in the left side menu.
2. Select 'Discounts' from the 'Options' drop down menu and then select a specific discount.
3. Click on the 'Assign Items' tab and then click on 'Add Item.'
4. Once you find the item in the pop-up window, click 'Assign.'

How to create a code for a Discount

1. Login to Connect and click on 'Options' in the left side menu.
2. Select 'Discounts' from the 'Options' drop down menu and then select a specific Discount.
3. Click on the 'Codes' tab, and then click on 'Add Code.'
4. Add the code name (this is the name you will scan into Activate to use the barcode), and then set the limit of how many times the code can be used.