Description: This process is for manually applying a discount to an item, usually in response to a customer complaint, and should not be used when your system has been configured to automatically discount an item based on when it is sold.
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Note: Use Discounts permission is required to add an open discount to a ticket.
When you need to adjust the price of an item after it has been sent in response to a customer issue, you can use a discount on the specific item. Applying the discount to the item (as opposed to the entire ticket) puts the discount with the item on the receipt.
- On the Orders tab, select the ticket containing the item you wish to discount.
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Press Open Ticket or double-tap on the ticket to open it.
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With the ticket open, tap on the item you need to discount, then tap the Discount button.
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On the Discounts selection screen, select the discount you need to apply.
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If you are using a pre-configured discount for your location (i.e., the "Free Drink" discount in the example above), select a Reason from the reasons list and press OK.
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The discount is applied to the item, and you are finished.If you need to add an open discount to the item, continue to the next step.
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Tap on the % or $ symbol to select the type of discount.
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- Use the number pad to enter an amount, such as the price of a modifier that you want to make free.
Important: Before applying the discount, make certain you have the correct type applied - you do not want to give a $50.00 discount when you intended to give a 50% off discount. -
Select a reason from the Reasons list. You can use the text field at the top to enter any additional notes about the discount reason.
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- Tap Ok when you are finished.
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Check the ticket to verify that the discount is the correct amount. The example shows both a specific item discount (Free Drink) and an open discount.
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You can remove a discount by pressing opening the ticket, selecting the discounted item, and tapping again on the highlighted discount on the screen. - Once you've verified the discount, take the payment for the ticket as you normally would.