Preset Discount lets you configure reusable, automatic promotions in the Back Office that apply at the POS without cashier intervention. Once active, presets are applied to qualifying transactions automatically—no manual discount entry needed.
Key benefits:
Centralized promotion management in the Back Office
Automatic application at POS—eliminates cashier errors
Flexible targeting: individual items, categories, entire orders, or specific customers
Built-in reporting to track discount performance
Requirement: The Preset Discount app must be installed from the App Store before use. Navigate to Apps > Discounts in the Back Office.
In the Back Office, navigate to Apps > Discounts.
Click New to create a new preset discount.
Fill in the required fields:
Field | Description | Required |
|---|---|---|
Name | Unique name for this discount | Yes |
Store | The store where this discount applies | Yes |
Scope | Item, Category, Order, or Visitors | Yes |
Priority | 1–255; must be unique per store | Yes |
Discount Type | Percent (%) or Amount ($) | Yes |
Value | Discount amount or percentage | Yes |
Min Amount Spend | Minimum order/item amount to qualify | No |
Max Per Purchase | Maximum discount applied per transaction | No |
Targets | Specific items, categories, or customers | Yes (except Order scope) |
Schedule | Days and time ranges when active | No |
Allow Manual Discount | Permit additional manual discounts on top | No |
Click Done to save.
Sync the POS to push the new discount to terminals.
Each preset has one scope that determines what the discount applies to:
Applies to specific products. You must select one or more target items.
Supports discount methods (Buy X Get Y, Buy X Each).
Applies to all products in the selected categories.
Supports discount methods (Buy X Get Y, Buy X Each).
Applies to the entire order regardless of items.
No targets needed. No discount methods.
Applies only when a specific customer is attached to the transaction.
You must select one or more customer targets.
| Percent % | Amount $ |
|---|---|---|
How it works | Deducts a percentage of the item/order price | Deducts a fixed dollar amount |
Example (value = 15) | 15% off → $20 item becomes $17 | $15 off → $20 item becomes $5 |
Max value | 100% | No hard limit (capped by item price) |
Available for Item and Category scopes only. These add a quantity requirement before the discount triggers.
Customer must buy X items, and the Y cheapest items receive the discount.
Example: Buy 2 Get 1 at 30% off — customer adds 3 items, the cheapest one gets 30% discount.
Customer must buy at least X items, and the discount applies to every item in the group.
Example: Buy 3 Each at 15% off — customer adds 3 items, all three get 15% discount.
The discount applies to matching items immediately with no quantity requirement.
Important: Only one method can be active per preset. Buy X Get Y and Buy X Each are mutually exclusive.
Setup: Order scope, Amount type, Value = $5.00
Component | Amount |
|---|---|
Product price | $20.00 |
Preset Discount | −$5.00 |
Subtotal after discount | $15.00 |
Tax (15%) | $3.00 |
Total | $18.00 |
Setup: Item scope, Percent type, Value = 30%, Target = "Widget"
Component | Amount |
|---|---|
Widget price | $20.00 |
Preset Discount (30%) | −$6.00 |
Subtotal after discount | $14.00 |
Tax (15%) | $3.00 |
Total | $17.00 |
Setup: Item scope, Percent 30%, Buy X Get Y (X=2, Y=1)
Customer adds 3 units of "Widget" at $20.00 each. The cheapest unit gets discounted:
Item | Price | Discount | Net |
|---|---|---|---|
Widget #1 | $20.00 | $0.00 | $20.00 |
Widget #2 | $20.00 | $0.00 | $20.00 |
Widget #3 (cheapest) | $20.00 | −$6.00 | $14.00 |
Subtotal | $54.00 | ||
Tax (15%) | $9.00 | ||
Total | $63.00 | ||
Without the discount, total would have been $69.00.
Setup: Category scope, Percent 15%, Buy X Each (X=3)
Customer adds 3 units of "Gadget" at $10.00 each. All items get discounted:
Item | Price | Discount | Net |
|---|---|---|---|
Gadget #1 | $10.00 | −$1.50 | $8.50 |
Gadget #2 | $10.00 | −$1.50 | $8.50 |
Gadget #3 | $10.00 | −$1.50 | $8.50 |
Subtotal | $25.50 | ||
Tax (15%) | $4.50 | ||
Total | $30.00 | ||
Without the discount, total would have been $34.50.
Setup: Visitor scope, Percent 10%, assigned to "John Doe"
John Doe is attached to the transaction and buys a $20.00 product:
Component | Amount |
|---|---|
Product price | $20.00 |
Visitor Preset (10%) | −$2.00 |
Subtotal after discount | $18.00 |
Tax (15%) | $3.00 |
Total | $21.00 |
The discount only applies if the assigned customer is selected before checkout.
Every preset has a priority number (1–255). When multiple presets could apply to the same transaction:
Presets are evaluated in priority order
Each priority number must be unique within the same store
Lower numbers = higher priority (evaluated first)
Tip: Space your priority values (e.g., 10, 20, 30) so you can insert new presets in between later without renumbering.
Optionally restrict when a preset is active by enabling Schedule:
Days: Select one or more weekdays (Monday–Sunday)
Time ranges: Define start and end times (e.g., 9:00 AM – 5:00 PM)
Multiple time ranges per day are supported (e.g., lunch special + dinner special)
Times follow the store's configured time zone and format (24h or AM/PM).
Setting | Value |
|---|---|
Days | Monday – Friday |
Time Range | 4:00 PM – 7:00 PM |
Scope | Order |
Value | 10% |
This 10% order discount applies only on weekdays between 4–7 PM.
Visitor scope presets require assigning specific customers. There are two ways:
When creating or editing a Visitors-scope preset, search for customers and add them as targets.
Open a customer's profile → Visitor Preset Discount tab → select preset(s) from the dropdown. Changes are synced bidirectionally.
Important: At the POS, the customer must be attached to the transaction before checkout for the visitor discount to apply. Add the customer using the customer search on the POS.
Preset Discount works alongside other fee features. The discount is applied first, then fees are calculated on the discounted subtotal.
Surcharge = (Subtotal − Preset Discount) × Surcharge Rate
Total = (Subtotal − Preset Discount) + Surcharge + TaxComponent | Calculation | Amount |
|---|---|---|
Product price |
| $20.00 |
Preset Discount |
| −$5.00 |
Subtotal after discount | $20.00 − $5.00 | $15.00 |
Surcharge (10%) | $15.00 × 0.10 | $1.50 |
Tax (15%) | $20.00 × 0.15 | $3.00 |
Total | $15.00 + $1.50 + $3.00 | $19.50 |
Without the preset discount, total would have been $25.00.
The Cash Discount fee is calculated on the already-discounted subtotal:
CD Value = (Subtotal − Preset Discount + Tax) × CD Rate
Cash Total = Subtotal − Preset Discount + Tax
(CD is negated for cash — customer pays no fee)
Card Total = Subtotal − Preset Discount + CD Value + Tax
(Customer pays the CD fee on card)Component | Cash Payment | Card Payment |
|---|---|---|
Product price | $20.00 | $20.00 |
Preset Discount | −$5.00 | −$5.00 |
Subtotal after discount | $15.00 | $15.00 |
Tax (15%) | $3.00 | $3.00 |
Cash Discount (10%) | −$1.80 (negated) | +$1.80 (added) |
Total | $18.00 | $19.80 |
Track discount performance in Apps > Discounts > Report.
Column | Description |
|---|---|
Preset Discount Name | Name of the preset |
Discount Type | Percent or Amount |
Configured Value | The value set in the preset (e.g., 15%) |
Transaction Count | Number of distinct transactions using this preset |
Total Discount Amount | Sum of all discounts applied |
Filter by store and date range
Voided transactions are completely excluded
Fully refunded transactions are excluded
Partially refunded transactions reduce the discount total proportionally
Export to CSV is supported
Preset names survive deletion — deleted presets still appear in historical reports
Yes. Multiple presets can be active for the same store. They are evaluated in priority order, and their scopes determine which products/orders they affect.
Both apply. The Item preset discounts the targeted product, and the Order preset discounts the overall order. Priority determines evaluation order.
Only if the preset's "Allow Additional Manual Discount" flag is enabled. When disabled, the POS blocks additional manual discounts on items covered by the preset.
It stops applying to future transactions immediately (after POS sync). Historical transactions and reports are unaffected — the preset name is stored with each transaction.
No. The customer must be selected on the POS before checkout. Without a customer attached, Visitor-scope presets are not evaluated.
Yes. Refunds account for the preset discount that was applied to the original transaction. Partial refunds reduce the reported discount amount proportionally.