Managing Discounts

Estimated reading time: 7 minutes

A discount is a reduction in the price of an item or the entire order, which can be expressed as a percentage or value. From the Administrative Panel, the specified value or percentage will be assigned. Additionally, the categories in which they can be assigned are determined, as well as the authorized employees to apply them.

• Types of Discounts
• Creating and Updating Discounts
  • To update discounts
  • Assigning User Permissions
• Defining Categories
• Disabling and Enabling Discounts
• Default Discounts

Types of Discounts

These are the available Types of Discounts that must be selected when creating or modifying the discount.

Creating and Updating Discounts

From the Discounts section, it's possible to add and update discounts, as long as the user has the necessary permissions to modify this section.

1. Home > Settings > Discounts > Create Discount.
2. Set the description (Discount Name).
3. Select the Discount Type.
4. Set the Value.
5. Check if a Comment needs to be added (to explain the reason for the discount).
6. Choose if it's necessary to add an Employee (to record the employee to whom the discount was applied).
7. Create.

After creating a new discount, it will appear on the Manage Discounts page.

Note: Discounts can be assigned to a predefined group of customers, therefore, they won't appear in the application's discount list unless the customer is in the corresponding group.

To update discounts

1. From the Manage Discounts screen, select the discount to modify by clicking the green pencil icon.
2. The edit discount screen will open, and the required data can be modified from here.
3. Press Save.

It's also possible to modify it from the Manage Discount screen by selecting the blue underlined words.

Assigning User Permissions

Specify who is authorized to assign discounts in the Invu POS Application by defining the users who can grant these discounts, provided that the user has the permissions to grant discounts.

1. From the Manage Discounts screen, press the red user icon to access the Discount Administration by Users.
2. Select the listed users and move them between the Authorized Employees and Unauthorized Employees boxes to assign this permission. (The single arrows between the two boxes move the selected name between the boxes, and the double arrows transfer the entire list without prior selection).
3. Press Save.

Important: If the user hasn't been assigned the corresponding permissions for discounts in the iPad Roles section, they won't be able to view or apply them.

Note: Specific permissions are required to split orders with discounts.

It's also possible to assign discount permissions from the Employees screen, accessing the red round icon and selecting the allowed discounts for that employee. Once finished, press the Save button.

Defining Categories

Determine to which categories the discount will be assigned in the Invu POS Application. These can be created generally or specifically for one or several categories, in order to register exclusive promotions or discounts.

1. To access Category Management by Discounts, press the round black icon.
2. Categories can be selected between the Visible on iPad and Blocked boxes to determine if they will be operational or not.
3. Press Save.

Note: If an order category is not included in the discount, it will not be shown within the Discount Type panel. If the Discount to Order option is selected in the Payments Panel, the discount will not be applied. To apply it, it must be assigned by Item Discount, either from the order or from the payments panel.

Example:

"If the order includes a beverage, an appetizer, and a dessert, and the discount only applies to the beverage and appetizer categories, Item Discount must be selected to apply the discount. Selecting Order Discount will result in an error."

Disabling and Enabling Discounts

From the Manage Discounts panel, discounts can be disabled or enabled for display.

To disable them, first select the desired discount and press the red checkmark icon.

If you wish to re-enable the discounts, you must go to the Archived Discounts section. Then, press the green checkmark icon for the desired discount and choose the Active Discounts icon to return to the Discounts panel.

To hide the discount in the application, change the Visibility Status to Not Visible. To revert, go back to Status and choose Not Visible to select Visible.

Default Discounts

In the system, you will find some default discounts; these cannot be updated, only disabled.