Discounts

Overview

A discount takes money off the bill immediately, at the point of sale. Use discounts for promotions like "10% off", "$5 off orders over $50", or "happy hour on coffee".

Discount or Cashback?

Discounts and Cashback are built on the same engine. The difference is timing: a discount comes off the current bill; cashback returns value later as store credit. If you want the customer to save now, use a discount.

How it works

Discount rule types

When you create a discount you choose a rule type, which sets what it discounts:

Rule type	What it does
Rule	A percentage off the whole bill (e.g. 10% off everything).
Amount	A fixed amount off the bill (e.g. $5 off).
Product	A percentage off specific products, categories, or tags.
Buy X get Y free	Buy a quantity, get a quantity free — with optional mix & match across a category or tag.

Pre-set discounts (non-membership)

A pre-set discount is a one-click discount your staff applies at the POS — Staff Meal, Influencer, Marketing etc. These are not tied to a membership tier: leave Membership blank, tick only POS under Channels, and the discount becomes available to any cashier without a member attached.

When a discount applies

A discount is applied automatically at checkout when its conditions are met. You can narrow when and where it applies:

• Channels — POS, Kiosk, and/or Online.
• Time slots — specific days of the week and times of day.
• Start / expiry dates — a fixed promotional window.
• Membership — restrict the discount to one membership tier.

Stacking

By default a discount stands alone. Turn on Is stackable to allow it to combine with other discounts on the same sale.

Default setup

Bean & Brew example: a simple 10% off discount.

1. In the sidebar open Loyalty & Programs → Discount/Cashback Programs, then click Create.
2. Fill in the basics:
   • Name — 10% Off
   • Channels — tick POS
3. In the promotion rules:
   • Discount type — Discount
   • Rule type — Rule (whole bill)
   • Percent — 10
4. Set Status to Draft, review, then switch to Live and Save.

Advanced options

All discount fields

Field	What it does
Name	The discount's name. Required.
How it works	A rich-text description shown to customers.
Image	A picture for the discount.
Channels	Where the discount applies — POS, Kiosk, Online.
Display banner on Kiosk	(Kiosk channel) Promote the discount on the kiosk screen.
Start date / Expiry date	The promotional window.
Validity in days	A rolling validity instead of fixed dates.
Time slots	Days of the week and times of day when the discount is active.
Is stackable	Allow the discount to combine with other discounts.
Membership	Restrict the discount to one membership tier.
Event	Link the discount to a voucher event.
Rule type	Whole bill (Rule), fixed amount (Amount), or specific products (Product).
Percent	The percentage off (Rule and Product types).
Amount	The fixed amount off (Amount type).
Rule products	(Product type) The products, categories, or tags discounted, and the quantity required.
Status	Draft (inactive) or Live (active).

Buy X get Y free — mix & match

The Buy X get Y free rule type covers any "buy N, get M free" promo (Buy 3 get 1 free, Buy 5 get 2 free, etc.). It's powerful enough to handle mixed-category promos and pricing-aware auto-application:

• Buy Product → Product Select type — pick By Category (e.g. all pastries) or By Tag (any products carrying a tag you created).
• Product Quantity — the X in "buy X": how many items must be in the basket before the rule kicks in.
• Free Product Quantity — the Y in "get Y free".
• Mix & match — when on, eligible products can be combined across the category/tag and the discount is applied to the lowest-priced product (price = item price + its modifiers / combo add-ons). When off, the required quantity must be the same SKU.
• Min Order Amount / Min Product Count — optional thresholds that must be met before the rule activates.

Product Tags — used for the By Tag selection. Create them in the sidebar under Tags (the third-from-last entry), with Tag Type = product. Then assign tags to products on the product form, or via the bulk import / export.

Discount inventory (per-outlet cap)

Need a discount to only apply N times, per outlet? Add an inventory record on top of the discount — see Discount Inventory.

Discounts, tax, and service charge

How a discount interacts with tax and service charge — applied before or after — is controlled per outlet by Apply Discount with Tax and Apply Discount with Service Charge. See Outlet Settings.

What members & staff see

At the POS, qualifying discounts apply automatically. Staff can also open the Discount button in the basket, which has three tabs:

• Amount — a manual flat amount off.
• Percent — a manual percentage off.
• Programs — your pre-built discount programs.

Applied discounts are itemised in the basket under "Discounts" and can be removed.

Related

• Cashback — the same engine, but value is returned later.
• Store Credit — where cashback value lands.
• Discount Inventory — cap how many times a discount can be used per outlet.
• Outlet Settings — discount/tax/service-charge interaction.
• At the Counter — applying discounts during a sale.