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Discounts

Overview

Discounts reduce an order total by a percentage or a fixed amount. You can scope each discount to specific products, locations, customers, or payment options.

Requirements

  • Permission to view discounts
  • Permission to create discounts

Steps

Open Discounts

From the sidebar, go to Orders → Discounts.

The Discounts list.

Add a discount

Click Add New Discount button to open the form.

Creating a new discount.

Set name, type, and value

Enter a name, choose the type (percentage or amount), and set the value.

Enter a name, choose the type (percentage or amount), and set the value.

Apply Tax Before Discount Option

When enabled, VAT is calculated on the original price before the discount, so the full pre-discount tax is kept and the customer still pays it. When disabled (default), VAT is calculated on the discounted price.

Apply Tax Before Discount Option.

Choose where it applies

Select the products, locations, customers, and payment options the discount applies to.

Select the products, locations, customers, and payment options the discount applies to.

Save

Click Create to add the discount.

Click Create to add the discount.

Notes

A discount with no scope set applies broadly. Add associations to limit it to specific products, locations, customers, or payment options.

Troubleshooting

If a discount is not applied at the POS, confirm its scope includes the order’s products, location, and payment option, and that the device has synced.

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