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Customers, Loyalty, Discounts & Gift Cards

Configure POS discounts

Create Store-specific Percentage, Fixed Amount, or Variable Amount discounts and control whether they apply to orders, items, or both.

Overview

  • Discount Types are Store-specific and require the Discounts feature entitlement.
  • Supported types are Percent, Fixed amount, and Variable amount.
  • Variable Amount stores no fixed value; the cashier enters the amount at POS when applying it.
  • Scope can be Order only, Items only, or Order and items.
  • Inactive discounts remain in historical orders but are hidden from new POS sales. Deleting a Discount Type is a soft delete.

When to use this

  • Use configured Discounts for cashier-selected promotions or discretionary reductions that should be clearly named and audited.

Step-by-step

  1. Select the Store and open Settings → Discounts.
  2. Create a clear Discount name.
  3. Choose Percent, Fixed amount, or Variable amount.
  4. Choose the allowed scope.
  5. Keep it Active while staff should see it in POS.
  6. Review Store POS Security if discounts should require manager approval.

Common mistakes

  • Do not configure the same discount in the wrong Store and expect it elsewhere.
  • Do not enter a percent value into Variable Amount; Variable Amount is a currency amount entered by the cashier.
  • Do not use a manual Discount as a substitute for a Customer Group's ongoing automatic discount.

Troubleshooting

  • If a Discount is missing in POS, confirm it is active and its scope matches Order or Item use.
  • If staff need a PIN, check Store POS Security discount-approval settings.
  • If loyalty redemption cannot be combined, review Allow redemption with discounts in Loyalty Settings.