Discounts and presets

The discount library: how to set up a ready-made discount, who to allow it to, and how it shows in reports.

A preset is a discount set up in advance, which the cashier picks with a button instead of working it out in their head.

How to set one up

Enter a name, the amount (a percentage or a sum) and, if needed, restrictions. The preset appears at the register as a button.

Real-life examples: “Staff 30 %”, “Birthday 10 %”, “Business lunch”, “Compensation for waiting”.

Why presets are better than manual discounts

• the cashier does not make calculation mistakes;
• the discount is recalculated by itself when the order changes;
• the report shows exactly which promotion cost how much — not a single “discounts” line;
• the manual discount permission need not be granted at all.

Permissions

Discounts can be applied by whoever has the permission. A manual discount and a preset are different permissions: cashiers are usually allowed presets, and the manual amount is left to the administrator.

Reports

Discounts appear on the dashboard as a separate line and in Control — with names. If the month's discounts are comparable to the profit, that is a reason to look into it before raising prices.