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Introduction to Discounts

MS Info
  • Updated
Discounts are individually permission-based. You may have some discounts that cashiers can do while others only managers can access.

Accessing the Discount Options

Discounts (plus service charges & gratuities) are created in the Discounts, Gratuity and Maintenance section.

Located in: Managers Menu > Discounts, Gratuity Maintenance

Dollar Amount Discounts

A dollar amount discount is applied to the entire check. This type of discount requires the least amount of setup; you can keep everything on the screen as the default other than the circled area.


Open Dollar Amount off the entire check

  1. Type in a descriptive name such as Open $ (this name is going to be replaced with a discount reason on the guest check)
  2. Set the type to Open Amount
  3. Keep the Amount blank (the open amount will prompt you to enter in a dollar amount at the time the discount is taken)
  4. Set the Access Level to Manager or another access that should be able to apply the discount
  5. Set the category to Discount or Coupon (depending on where you would like this discount to show on reports)
  6. Save

OPEN__.png

Set Dollar Amount off the entire check

  1. Type in a descriptive name such as $2 OFF
  2. Set the type to Discount Amount
  3. Set the amount to the dollar amount that needs to be discounted off the check
  4. Set the Access Level to Manager or another access that should be able to apply the discount
  5. Set the category to Discount or Coupon (depending on where you would like this discount to show on reports)
  6. Save
  7. Exit

Percentage Discounts

A percentage discount can be applied to the entire check, multiple items or a single item.

Open Percentage off the entire check

An Open Percentage discount will allow you to discount a check by any percentage amount on the total check. When you touch this discount name on the order screen, it will prompt a keypad to type in the desired percent.

  1. Type in a descriptive name such as Open % (this name is going to be replaced with a discount reason on the guest check)
  2. Select the dropdown next to Type and choose Open Percentage
    Keep the Amount blank (the open percentage will prompt you to enter in a percentage at the time the discount is taken)
  3. Set the Access Level to Manager or another access that should be able to apply the discount
  4. Choose the category of Discount
  5. Save

OPEN___CHECK.png

Set Percentage off specific categories/groups of items

  1. Type in the name “25% OFF APPS” or another name of your choosing – this name will appear on the guest check
  2. Set the type to Discount Percentage
  3. Set the amount to 25 (or another amount)
  4. Set the access to Manager or another access level of your choice
  5. Use the category of Discount
  6. Set Applies to assigned Only
  7. Set a Maximum amount allowed per transaction, if desired
  8. Choose the items, departments or categories that will be used in the 25% off.
  9. Save

25_OFFAPPS_ONLY.png

Set Percentage off selected items

  1. Type in the name “100% Comp Items” or another name of your choosing – this name will appear on the guest check
  2. Set the type to Discount Percentage
  3. Set the amount to 100 (or another amount)
  4. Set the access to Manager or another access level of your choice
  5. Use the category of Discount
  6. To only apply the discount to a select number of menu items on a check, select the option, "Multi Select Discount" (it will auto insert 100 in the Items Needed to Match Per Transaction area), or type in 100 to activate the "multi-select" capability . If you only one to allow the discount on 1 item, replace the 100 with a 1.
  7. Save

100_COMPITEMS.png

Discount Availability

Discounts can be available based on a certain time, day(s), or date. When the discount is unavailable, it will not be accessible on the screen for staff to use.

By default, a discount is always available. With the Start Time and End Time at 12:00 AM, the discount is always on.

Making the discount only available during certain times or days

  • Touch the Start Time and End Time if the discount should only be available within a certain time frame
  • Tick the checkbox next to days when the discount is not available

Discount Criteria

You can set rules to only allow up to a certain discount amount off of a check as well as only allow the discount to be applied to assigned items.

For example, you may have a 20% off discount with a maximum amount of $8 off the check. Or, you may only allow 20% off the check for a $50.00 check or higher.

  • Depending on your discount type, this area is listed as Maximum Amount Allowed Per Transaction or Minimum Check Amount (when using the Discount Type of “Minimum”)
  • If you need to set a maximum amount allowed for the check, type in the amount and save your discount. .00 means there is no max on the discount.

Taxing Discounts

Please check local tax regulations: Some jurisdictions may have regulations specifying whether taxes should be applied pre or post-discount. It's crucial to be aware of and comply with any legal requirements.

Standard, default tax rules

Sales Tax set  to 1 is the standard, most common option.

The tax adjusts after the discount applied.

E.g. on a 100% Comped check, the Check Total is $0.00.

Charging tax, regardless of discount

Sales Tax set at 0 will charge based on the pre-discounted price.

E.g. on a 100% Comp’ed check, the tax remains on the bill and needs to be collected

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