How to Update a Discount
You can change a discount's name, rate, dates, or any other detail at any time. Updates take effect immediately for new sales.
Step-by-Step Guide
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Open the sidebar menu.
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Select Discounts to see your current list of offers.
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Click on the discount you want to update.
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Edit the fields you need to change:
- Enable -- turn the toggle on or off to activate or deactivate the discount.
- Name -- update the display name.
- Code -- (optional) change or add a promo code.
- Rate Type -- switch between Fixed and Percentage.
- Rate -- update the amount or percentage.
- Description -- (optional) revise the explanation.
- Start Date -- change when the discount becomes active.
- End Date -- change when the discount expires.
See Field Explanations for more details on each field.
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Click Save. Your changes apply to new sales right away.
Tips
- Double-check your changes before saving to avoid errors.
- Ask your manager if you are unsure about a setting.
- You can edit or remove discounts later as your offers change.
- Use clear names so staff and customers understand the discount.
Best Practices
- Review your discounts regularly, especially after menu or price changes.
- Train staff on how to apply and explain discounts at checkout.
- Keep a record of discount changes for reporting purposes.