✏️ How to Update a Discount

Need to change a discount amount, update a name, or adjust which items a discount applies to? No problem! Editing discounts in your POS system is quick and easy—no technical or accounting skills required. This guide will walk you through the process step by step.

📍 Step-by-Step Guide

1. Open the Menu: Click the ☰ sidebar hamburger menu to open navigation.
2. Go to Discounts: Click on Discounts to see your current list of offers.
3. Select a Discount: Find the discount you want to update and click on it to open the details.
4. Edit Discount Details: Fill in the discount details. See Field Explanations below for what each field means.
   • Enable: Make sure the Enable toggle is turned on if you want the discount to be active.
   • Name: Give your discount a clear name (e.g., "10% Off Drinks").
   • Code: (Optional) Set a code customers can use to claim the discount.
   • Rate Type: Choose how the discount is applied (fixed amount or percentage).
   • Rate: Enter the amount or percent to be discounted.
   • Description: (Optional) Add a brief explanation of the discount.
   • Start Date: Set when the discount starts being active.
   • End Date: Set when the discount will no longer be available.
5. Save Changes: Click Save. Your updates will take effect immediately for new sales.

💡 Tips

• Double-check your changes before saving to avoid giving away too much by mistake.
• If you’re unsure about a setting, ask your manager or support for help.
• You can always edit or remove discounts later if your offers or business needs change.
• Use clear, simple names so staff and customers know what the discount is for.

🏆 Best Practices

• Review your discounts regularly, especially if your menu, prices, or promotions change.
• Train your staff on how to apply and explain discounts at checkout.
• Keep records of your discount changes for easy reporting and peace of mind.

For more help, see the documentation or contact support.