Discount Groups are collections of dollar and percentage-based discounts. The measure of discount applications and the amount applied is reported on in the Sales Report. This article will explain how to create and manage discounts.
Table of Contents
- Create a New Discount Group
- Setting the Discount Group as the Default
- Attach a Discount Group to a Location
Create a New Discount Group
Navigate to Configuration > Order Adjustments > Discounts in Bypass Manager.
To create a new Discount Group, click on the New Discount Group button located in the top right of the Discounts page.
When editing a Discount group, you can change the following information:
- Name - The name of that will appear in Bypass. When adding to a location, make sure to give your Discount Group a descriptive name.
- Description - Describes what this Discount Group is
- Discounts - The Discount amount and name as it will appear on the register
To add a Discount to the Discount Group type in the Discount row. A Discount can be a percentage or a dollar amount.
Repeat this process for all required discounts. Once finished, click Save Discount Group. You can return and edit or add discounts later. Any Location with this Discount Group will see the change accordingly.
On the register, the example Discounts will appear like the above image. For more information on using Discounts on the Register, click here.
Setting the Discount Group as the Default
You can set a default Discount group for your business by navigating to Configuration > General Settings.
On the General Settings page, you can click on Discount Group and choose from any created Discount Groups. When creating a new location this Discount Group will be selected by default, but you can change this for a specific Location.
Attach a Discount Group to a Location
Locations can have unique Discount Groups. Navigate to POS Manager > Locations to attach a created Discount Group to a Location.
When editing a Location, scroll down to Order Adjustments and click on Discount Group. Choose the appropriate Discount Group for this Location and click Save.