This article will show you how to create a price trigger based on tags, so when your customers orders a product, a discount will be automatically applied.
In this article:
Step 1: Create a product tag
Go to Products > Product Tags.
Click Add New Item.
Enter the name of the product tag and add a description (optional).
Step 2: Assign the tag to a product
Go to Products > Products.
Edit the product you want to attach the tag to by clicking the pencil icon.
Scroll down to Product Tags and enter the name of the tag you created; it will pop up as an option that you can select.
Click Save.
Repeat steps 2a-2d for all the products you want to add your tag to. Note: Ensure that all eligible products are tagged; otherwise, they will not qualify for the discount.
Step 3: Create a price trigger
a. Go to Sales > Price Triggers (Beta).
b. Click New Price Trigger.
c. Enter the Name of the price trigger (this will appear on your POS when it is applied to the order) and click the pencil icon to edit the price trigger.
Note: If you have more than one price trigger, you can rearrange them on this page based on their priority. The price trigger with the higher priority will take precedence.
For example, if you have a $5 espresso martinis on Thursdays promotion running alongside your usual happy hour, you can decide which pricing will take precedence by making it the higher priority.
d. Under Product Tags, click ADD NEW RECORD. Best Practice: For cross-category deals, always use Product Tags and avoid mixing Categories and Product Tags in the same trigger to prevent conflicts.
e. Select the tag from the drop down list.
f. Under Outcome, select how you want the price trigger to behave. Tip: Set the Product Quantity to the required number (e.g., 2 for buy-one-get-second-50%-off deals) to ensure the discount applies correctly.
g. Scroll down to Periods and click New Period.
h. Enter the:
Days of the Week
Start Time
End Time
i. Click Save on top. Note: After saving, publish or republish your menu in the backend to ensure the changes are applied.
Step 4: Master sync
On the iPad POS, go to Settings > Sync and perform the following steps in order:
Sync changed products
Sync all products
Sync changed menus
Sync all menus Then, force close the POS app, reopen it, log back in, and run a full sync (Master Sync).
On the POS
When the tagged product is ordered it will trigger a discount. If the discount does not appear, ensure the POS is synced and refreshed, and verify that the trigger configuration is correct. Follow the troubleshooting steps outlined in the guide.
Online Ordering
The original price will be struck through and the new price will be displayed.
Troubleshooting
If the discount does not appear or apply as expected, follow these steps:
Sync and Refresh the POS:
On the iPad POS, go to Settings > Sync and perform the following in order:
Sync changed products
Sync all products
Sync changed menus
Sync all menus
Force close the POS app, reopen it, log back in, and run a full sync (Master Sync).
Check Configuration:
Ensure the Product Tag is assigned to all intended products.
Verify that the Product Quantity is set correctly (e.g., 2 for buy-one-get-second-50%-off deals).
Avoid mixing Categories and Product Tags in the same trigger. Use one method consistently.
Reapply Changes:
If issues persist, review the trigger settings, make necessary adjustments, and republish the changes.