In this article:
Price changes
Price change ranges
Discounts
Discount reasons
Discount reporting
Price changes
You can permanently change the price of a product by editing the menu.
However, there are other options if you want to temporarily change the price on the spot, such as applying a discount.
The extent to which you can change prices on the spot (using the below methods) will be limited by the Price Change Range (x%).
Price Change Range
All temporary price changes will be limited by the Price Change Range of the staff member logged in. This can be done in the backend.
Go to Configuration > Company Profile > Basic Info
Enter the new Price Change Range for manager and staff
Click Save
4. Sync modifiers on the iPad
When changing the price of a product on the POS, you will be limited by the configured Price Change Range.
Eg. When the Price Change Range is 10%, and you have a $100 product, you will not be able to discount it to $80; the lowest you can make it is $90.
Change price
If you want to specify exactly what the price should be:
Single item
Add an item to the order
Tap the price of the item
Enter the new amount
Press CHANGE UNIT PRICE
The item price will update accordingly
Multiple items (method 1)
Tap the consolidated price
Enter the new total
Tap MODIFY
The total price will update accordingly
Multiple items (method 2)
Tap the consolidated price
Enter the new amount for a single item
Tap CHANGE UNIT PRICE
The item price will update accordingly, based on the new unit price multiplied by the quantity
Discounts
Single item
PERCENTAGE DISCOUNT
Add an item to the order
Tap the price of the item
Enter the discount percentage
Tap % DISCOUNT
The item price will update accordingly.
DOLLAR DISCOUNT
Add an item to the order
Tap the price of the item
Enter the discount amount
Press $ DISCOUNT
The item price will update accordingly
Whole order
PERCENTAGE DISCOUNT
Tap DISCOUNT
Enter the discount amount
Tap % DISCOUNT
The total order price will update accordingly
DOLLAR DISCOUNT
Tap DISCOUNT
Enter the dollar amount
Tap $ DISCOUNT
The total order price will update accordingly
If the discount is one that is regularly used, you may wish to create a coupon.
CHANGE UNIT PRICE
Add an item to the order
Tap the price of the item
Enter the discount amount
Press $ DISCOUNT
The item price will update accordingly
Discount Reasons
If you are using a HQ account, you can enforce users to select a pre-defined reason why a discount has been applied. This reason will then show in your reporting.
On the backend, go to POS Settings > Discount Reasons
Click Add New Reason and enter a reason why you may have a discount, e.g. "Employee discount"
3. On the POS, go to Settings > Sync tab and SYNC MODIFIERS.
4. Go to the System tab and enable A29. REQUIRE DISCOUNT REASON.
Note: You can also enable A51. if you want to force staff to select a predefined reason rather than writing one.
5. Now, when you enter a discount, you will be prompted to either select a predefined reason, or write a new reason.
5. The Discount Reason can be found in the Discount Report in the Invoice View
Discount Reporting
Discount Report
Go to Reports > Sales > Discount to view your discount report. Discounts include coupons.
Scroll down to see your Sales By Time, and to access invoices.
Export Order Items
When you export your "Order Items" CSV File (POS > Reports > Sales Activity > Export Order Items):
You can see the full order's discount under the "Invoice Discount" column
You can see individual order items' discounts under the "Discount" column
See also: