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Table of Contents

Create and manage discounts

Learn how to create, modify, and delete discounts on the Eats365 POS and Merchant Portal.

The Eats365 POS allows you to create different types of discounts, such as Public, Online Ordering, and Merchant discounts, and configure discount settings based on what your restaurant offers. Once discounts are available to use, you can apply them to orders on the POS or the Branded Online Store, depending on the supported platforms of the discount type.

In this article, you’ll learn the different types of discounts, how to set general discount preferences, and how to create, edit, and delete a discount.

 

Configure general discount preferences

To set general discount settings, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS.
  2. At the top left, tap Settings .
  3. Under "Settings," tap Discount. Then, tap General.
  4. From this page, you can turn on  or off the following settings based on your restaurant’s discount policies:
    • Bundle Discounts
      Note: For information about general Bundle Discount preferences, refer to Create and manage bundle promotions.
    • Complimentary Item
      • Combo Option and Item Modifier Add-on Price is Complimentary: Disables additional charges for combo options and modifier add-ons when using a combo item as a complimentary item.
      • Service Charge is Waived in Complimentary Item: Removes service charge from complimentary items.
    • Discount Usage Restrictions
      Tip: To learn more about discount restrictions, refer to Add restrictions to discount usage.
      • Restricted Use per Discount: Limits the number of times a discount can be applied to an order. 
      • Restricted Use in Conjunction: Defines a set of rules that determine if a discount can be used together with other discount offers.
Delete

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Menu Setup. Then, under "Discount," click on General.
  3. From this page, you can turn on  or off the following settings based on your restaurant’s discount policies:
    • Bundle Discounts
      Note: For information about general Bundle Discount preferences, refer to Create and manage bundle promotions.
    • Complimentary Item
      • Combo Option and Item Modifier Add-on Price is Complimentary: Disables additional charges for combo options and modifier add-ons when using a combo item as a complimentary item.
      • Service Charge is Waived in Complimentary Item: Removes service charge from complimentary items.
    • Discount Usage Restrictions
      Note: To learn about discount usage restrictions, refer to Add restrictions to discount usage.
      • Limit one Discount per Order: Sets a restaurant-wide limit of one discount per order.
        Note: You must have Group-level access to access this setting.
      • Restricted Use per Discount: Limits the number of times a discount can be applied to an order.
      • Restricted Use in Conjunction: Defines a set of rules that determine if a discount can be used together with other discount offers.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Discount, then click on General.
  3. From this page, you can turn on  or off the following settings based on your restaurant’s discount policies:
    • Bundle Discounts
      Note: For information about general Bundle Discount preferences, refer to Create and manage bundle promotions.
    • Complimentary Item
      • Combo Option and Item Modifier Add-on Price is Complimentary: Disables additional charges for combo options and modifier add-ons when using a combo item as a complimentary item.
      • Service Charge is Waived in Complimentary Item: Removes service charge from complimentary items.
    • Discount Usage Restrictions
      Note: To learn about discount usage restrictions, refer to Add restrictions to discount usage.
      • Limit one Discount per Order: Sets a restaurant-wide limit of one discount per order.
        Note: You must have Group-level access to access this setting.
      • Restricted Use per Discount: Limits the number of times a discount can be applied to an order.
      • Restricted Use in Conjunction: Defines a set of rules that determine if a discount can be used together with other discount offers.
Delete

Create a discount

To create a discount, follow the steps below:

Delete

Note: The steps below don’t apply to Bundle Discounts. To learn about bundle promotions, refer to Create and manage bundle promotions.

Eats365 POS

  1. Log in to the Eats365 POS.
  2. At the top left, tap Settings .
  3. Under "Settings," tap Discount. Then, select the type of discount that you’d like to create:
    • Public Discount
    • Online Ordering Discount
    • Merchant Discount
    • Merchant Discount (Member)
  4. At the top right, tap Add Discount. You’ll be directed to the "Basic Information" page.
  5. Under "Discount Preview," select an available coupon design for the discount or tap Upload Image to upload a custom image.
  6. By default, Active is turned on. If your discount isn’t ready for use, turn off Active .
  7. Add the following discount information:
    Tip: If your restaurant uses the multi-language menu function, tap the Language drop-downlist, then select an additional language. Once the language is changed, add the same information in that language.
    • Discount Name
    • Receipt Name (As appears on the receipt)
    • (Optional) Available Quantity
    • Discount Description
    • Terms / Conditions
  8. To automatically apply the discount to an order once discount conditions are met, turn on Auto Apply to Orders.
    Note:
    • To use Auto Apply to Orders on the Branded Online Store, you must enable Pay First in Scan to Order settings.
    • Auto Apply to Orders is not supported on the mPOS, PhotoMenu, and Self Order Kiosk.
  9. If you want to restrict the discount from being used on an order if there’s already a bundle discount applied to the order, turn on Exclude from Bundle Discount .
  10. Tap Specific Service Type, then enable the service types that support the discount. If a service type is disabled, the discount can’t be used for that service type.
  11. (Optional) Enter a Discount Code.
    Note: 
    • If the discount can be used for online ordering, the Discount Code is what customers will enter to apply the discount to their order.
    • To enable applying discounts on the Branded Online Store using discount codes, you must turn on Enable Apply Discount Code in the Branded Online Store settings.
    • Applying discounts using discount codes on the PhotoMenu and mPOS is not supported.
  12. For reporting purposes, enter a Reporting ID.
  13. To limit the number of times a discount can be applied to an order, turn on Restrict Repeated Use . Then, enter the number of times the discount can be used on the same order.
    Note: 
    • Restrict Repeated Use is not available for Online Ordering Discount.
    • To learn more about discount restrictions, refer to Add restrictions to discount usage.
  14. Under "Availability," enter the following information:
    • Date: Set the "Start Date" and "End Date."
    • Time Slots: Tap + Add Time Slot. Then, specify the discount’s availability: 
      • Time: Set the "Start Time" and "End Time" when the discount can be applied to an order.
      • Day: Select the days when the discount can be applied to an order. To set the discount to only be available for use on select days, tap the day to exclude it.
  15. Once you’ve added the discount’s availability, at the top left, tap Back to return to the "Basic Information" page.
  16. At the top, tap Discount Details. 
  17. Under "Offers," tap Add Offer. 
    Tip: You can add more than one offer per discount.
  18. Select an Offer Type. Then, tap Confirm. The Offer Type determines the promotion that thediscount entails. For example, if you select “Complimentary Item” as the Offer Type, the customer will receive a complimentary item if they meet the conditions of the discount. Refer to the Offer Type section below to learn how to add Offer Types to a discount.
    • To delete an Offer Type, click on Delete .
  19. Once you’re done adding offers, under "Conditions," click on Add Condition. 
    Tip: You can add more than one condition per discount.
  20. Select a Condition Type. The Condition Type determines the requirements that customersmust meet to be eligible for the discount. 
    • Item: Select an item. Then, next to "Min Quantity," enter the minimum quantity that customers must purchase to get the discount.
    • Total price: Enter the total price that customers must reach to get the discount.
    • Category: Select a category. Then, next to "Min Quantity," enter the minimum quantity of items from the selected category that customers must purchase to get the discount.
    • Quantity: Enter the minimum quantity of any menu item that customers must purchase to get the discount.
    • Party Size
      1. Enter the minimum party size required to be eligible for the discount.
      2. To set a maximum party size, enable Limit Maximum Party Size . Then, enter the maximum party size allowed to be eligible for the discount.
  21. At the top right, tap Save.
Delete

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Menu Setup. Then, under "Discount," select the type of discountthat you’d like to create:
    • Public Discount
    • Merchant Discount
    • User App Discount
    • Merchant Discount (Member)
  3. Depending on the discount type you selected, at the top right, click on + Discount Type. For example, “+ Public Discount.” You’ll be directed to the "Basic Information" page.
  4. Under "Discount Image," click on Select Image. Then, upload an image.
  5. By default, Active  is turned on. If your discount isn’t ready for use, turn off Active .
  6. Add the following discount information:
    Tip: If your restaurant uses the multi-language menu function, click on the Language drop-down list, then select an additional language. Once the language is changed, add the sameinformation in that language.
    • Discount Name
    • Receipt Name
    • (Optional) Available Quantity
    • Discount Description
    • Terms / Conditions
  7. (Optional) Enter a Discount Code.
    Note: 
    • If the discount can be used for online ordering, the Discount Code is what customers will enter to apply the discount to their order.
    • To enable applying discounts on the Branded Online Store using discount codes, you must turn on Enable Apply Discount Code in the Branded Online Store settings.
    • Applying discounts using discount codes on the PhotoMenu and mPOS is not supported.
  8. For reporting purposes, enter an Item Code (Reporting).
  9. To set the discount to be applied to an order automatically if the POS detects that the order is eligible for the discount, turn on Auto Apply .
    Note:
    • To use Auto Apply on the Branded Online Store, you must enable Pay First in Scan to Order settings.
    • Auto Apply is not supported on the mPOS, PhotoMenu, and Self Order Kiosk.
  10. To limit the number of times a discount can be applied to an order, turn on Restrict Repeated Use . Then, enter the number of times the discount can be used on the same order.
    Note: 
    • Restrict Repeated Use is not available for Online Ordering Discount.
    • To learn more about discount restrictions, refer to Add restrictions to discount usage.
  11. If you want to restrict the discount from being used on an order if there’s already a bundle discount applied to the order, turn on Exclude from Bundle Promotion .
  12. To allow the discount to be used on pre-orders, under "Availability," turn on Available for Pre-order .
  13. Click on the Available For drop-down list, then select the service types that support the discount. If a service type is disabled, the discount can’t be used for that service type.
  14. Enter the following information:
    • Available: Set the "Start" and "End" date.
    • Time Slots: Click on + Add Time Slot. Then, specify the discount’s availability: 
      • Start Time and End Time: Set the "Start Time" and "End Time" when the discount can be applied to an order.
      • Repeat: Select the days when the discount can be applied to an order. To set the discount to only be available for use on select days, click on the day to exclude it.
  15. At the top, click on Discount Details. 
  16. Under "Offer," click on Select Offer Type. 
    Tip: You can add more than one offer per discount.
  17. From the list, select an Offer Type. Then, click on + Add. The Offer Type determines thepromotion that the discount entails. For example, if you select “Complimentary Item” for Offer Type, the customer will receive a complimentary item if they meet the conditions of the discount. Refer to the Offer Type section below to learn how to add Offer Types to a discount.
    • To delete an Offer Type, click on Delete.
  18. Once you’re done adding offers, under "Conditions," click on Add Condition. 
    Tip: You can add more than one condition per discount.
  19. Select a Condition Type. The Condition Type determines the requirements that customersmust meet to be eligible for the discount. 
    • Item: Select an item. Then, next to "Min Quantity," enter the minimum quantity that customers must purchase to get the discount.
    • Total price: Enter the total price that customers must reach to get the discount.
    • Category: Select a category. Then, next to "Min Quantity," enter the minimum quantity of items from the selected category that customers must purchase to get the discount.
    • Quantity: Enter the minimum quantity of any menu item that customers must purchase to get the discount.
    • Party Size
      1. Enter the minimum party size required to be eligible for the discount.
      2. To set a maximum party size, enable Limit Maximum Party Size . Then, enter the maximum party size allowed to be eligible for the discount.
  20. At the top right, click on Save.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Discount. Then, select the type of discount that you’d like to create:
    • Public Discount
    • Merchant Discount
    • Online Ordering Discount
    • Merchant Discount (Member)
  3. Depending on the discount type you selected, at the top right, click on + Discount Type. For example, “+ Public Discount.” You’ll be directed to the "Basic Information" page.
  4. Beside "Discount Image," click on Browse . Then, upload an image.
  5. Enable Active to make the discount ready for use upon saving. If Active  is off, the discount can’t be used.
  6. Add the following discount information per language. To add another language, click on Add Language.
    • Discount Name
    • Receipt Name
    • Discount Description
    • Terms / Conditions
    • (Optional) Available Quantity
  7. (Optional) Enter a Discount Code.
    Note: 
    • If the discount can be used for online ordering, the Discount Code is what customers will enter to apply the discount to their order.
    • To enable applying discounts on the Branded Online Store using discount codes, you must turn on Enable Apply Discount Code in the Branded Online Store settings.
    • Applying discounts using discount codes on the PhotoMenu and mPOS is not supported.
  8. For reporting purposes, enter an Item Code (Reporting).
  9. To set the discount to be applied to an order automatically if the POS detects that the order is eligible for the discount, turn on Auto Apply .
    Note:
    • To use Auto Apply on the Branded Online Store, you must enable Pay First in Scan to Order settings.
    • Auto Apply is not supported on the mPOS, PhotoMenu, and Self Order Kiosk.
  10. To limit the number of times a discount can be applied to an order, turn on Restrict Repeated Use . Then, enter the number of times the discount can be used on the same order.
    Note: 
    • Restrict Repeated Use is not available for Online Ordering Discount.
    • To learn more about discount restrictions, refer to Add restrictions to discount usage.
  11. If you want to restrict the discount from being used on an order if there’s already a bundle discount applied to the order, turn on Exclude from Bundle Promotion .
  12. To allow the discount to be used on pre-orders, under "Availability," turn on Available for Pre-order .
  13. Click on the Available For drop-down list, then select the service types that support the discount. If a service type is disabled, the discount can’t be used for that service type.
  14. Enter the following information:
    • Available: Set the Start and End dates.
    • Time Slots: Click on + Add Time Slot. Then, specify the discount’s availability: 
      • Start Time and End Time: Set the "Start Time" and "End Time" when the discount can be applied to an order.
      • Repeat: Select the days when the discount can be applied to an order. To set the discount to only be available for use on select days, click on the day to exclude it.
    • Special Handling Date(s) and Unavailable Date(s): If your restaurant has Date Group set up, click on the drop-down list and select the applicable Date Group to use a predefined availability for the discount.
  15. At the top, click on Discount Detail. 
  16. Under "Offer," click on Select Offer Type. 
    Tip: You can add more than one offer per discount.
  17. From the list, select an Offer Type. Then, click on Add. The Offer Type determines thepromotion that the discount entails. For example, if you select “Complimentary Item” for Offer Type, the customer will receive a complimentary item if they meet the conditions of the discount. Refer to the Offer Type section below to learn how to add Offer Types to a discount.
    • To delete an Offer Type, click on Delete.
  18. Once you’re done adding offers, under "Conditions," click on Add Condition. 
    Tip: You can add more than one condition per discount.
  19. Select a Condition Type. The Condition Type determines the requirements that customersmust meet to be eligible for the discount. 
    • Item: Select an item. Then, next to "Min Quantity," enter the minimum quantity that customers must purchase to get the discount.
    • Total price: Enter the total price that customers must reach to get the discount.
    • Category: Select a category. Then, next to "Min Quantity," enter the minimum quantity of items from the selected category that customers must purchase to get the discount.
    • Quantity: Enter the minimum quantity of any menu item that customers must purchase to get the discount.
    • Party Size
      1. Enter the minimum party size required to be eligible for the discount.
      2. To set a maximum party size, enable Limit Maximum Party Size . Then, enter the maximum party size allowed to be eligible for the discount.
  20. At the top right, click on Save.
Delete

Use the guide below to set a discount’s offer:

Offer Type

Eats365 POS

Whole Bill Discount (Percentage)

Deducts a certain percentage from the total bill. For example, if you set the Whole Bill Discount percentage to “10” and the total bill is $100, 10 percent of $100 or $10 will be deducted from the total bill.

  1. Enter the percentage that you’d like to deduct from the bill.
  2. (Optional) Exclude select items from getting the discount:
    1. Tap Excluded Items.
    2. At the top right, tap Add Category or Add Item, then select the category or items that you’d like to exclude. 
    3. Tap Back to go back to the "Discount Details" page.
Delete

Whole Bill Discount (Amount)

Deducts a fixed amount from the total bill. For example, if you set the Whole Bill Discount amount to “20,” then $20 will be deducted from the total bill.

  1. Enter the amount that you’d like to deduct from the bill.
  2. (Optional) Exclude select items from getting the discount:
    1. Tap Excluded Items.
    2. At the top right, tap Add Category or Add Item, then select the category or items that you’d like to exclude. 
    3. Tap Back to go back to the "Discount Details" page.
Delete

Category Discount (Percentage)

Deducts a certain percentage from the price of items under the participating category. For example, if you set the Category Discount percentage to “50” and the customer purchases $100 worth of items from the participating category, then 50 percent of $100 or $50 will be deducted from the total worth of participating items.

  1. Select the category where the discount applies.
  2. Enter the percentage that you’d like to deduct from a participating item’s price.
  3. (Optional) Exclude select items from getting the discount:
    1. Tap Excluded Items.
    2. At the top right, tap Add Category or Add Item, then select the category or items you’d like to exclude. 
    3. Tap Back to go back to the "Discount Details" page.
Delete

Category Discount (Amount)

Deducts a fixed amount from the price of items under the participating category. The Category Discount amount that you set is the maximum amount that can be applied to an order using the discount, regardless of the total worth of participating items included in the order. 

For example, if you set the Category Discount amount to “10” and the total bill is $100 which includes $25 worth of participating items, $10 will be deducted from the total worth of participating items.

Delete

Note: If the price of a participating item or the total worth of participating items is less than the discount amount, then the total price of the participating items becomes the maximum discount amount. For example, if the Category Discount amount is $10 and the total worth of participating items is $5, then only $5 will be deducted from the bill.

  1. Select the category where the discount applies.
  2. Enter the amount that you’d like to deduct from a participating item’s price.
  3. (Optional) Exclude select items from getting the discount:
    1. Tap Excluded Items.
    2. At the top right, tap Add Category or Add Item, then select the category or items you’d like to exclude. 
    3. Tap Back to go back to the "Discount Details" page.
Delete

Item Discount (Percentage)

Deducts a certain percentage from the price of participating items. For example, if a participating item’s price is $10 and you set the Item Discount percentage to “50,” then 50 percent of $10 or a total of $5 will be deducted from the total price of the participating items.

  1. Select the item where the discount applies.
  2. Enter the percentage that you’d like to deduct from the price of the participating item.
Delete

Item Discount (Amount)

Deducts a fixed amount from the price of participating items. The Item Discount amount that you set is the maximum amount that can be applied to an order using the discount, regardless of the total worth of the participating items included in the order. 

For example, if you set the Item Discount amount to “10” and the total bill is $100, including $25 worth of participating items, then $10 will be deducted from the total worth of participating items.

Delete

Note: If the price of a participating item or the total worth of participating items is less than the discount amount, the item or total price becomes the maximum discount amount. For example, if the Item Discount amount is $10 and the price is $5, only $5 will be deducted from the bill.

  1. Select the item where the discount applies.
  2. Enter the amount you’d like to deduct from the price of the participating item.
Delete

Complimentary Item

Adds a free item to the order. For example, if you create a complimentary discount with “Banana Split” as the free item and “2” as the item quantity, customers who are eligible for the promotion are entitled to two free servings of Banana Split.

  1. Select an item to make complimentary.
  2. Enter the quantity.
Delete

Third Party

Used for tagging and reporting purposes only. No information is required for this discount type, and when this discount is applied to an order, it appears as “0.”

Delete

Note: You can create a Third Party discount and use it on orders to indicate that a Third Party discount was used on the order. Additionally, you can enable Discount Reason in System Preferences to require staff to enter a discount reason every time a discount is applied to an order.

Delete

Category Discount (Amount) - 1 Item Only

Deducts a fixed amount from one participating item, regardless if the customer orders multiple items from the participating category. 

Delete

Note: If the price of a participating item is less than the discount amount, the item price becomes the maximum discount amount. For example, if the customer orders three items from a participating category worth $5 each, the discount will only apply to one item, amounting to $5.

  1. Select the category where the discount applies.
  2. Enter the amount that you’d like to deduct from the price of participating item.
  3. (Optional) Exclude selected items from getting the discount:
    1. Tap Excluded Items.
    2. At the top right, tap Add Category or Add Item, then select the category or items that you’d like to exclude. 
    3. Tap Back to go back to the "Discount Details" page.
Delete

Item Discount (Amount) - 1 Item Only

Deducts a fixed amount from one participating item, regardless if the customer orders multiple participating items. For example, if the customer orders three participating items worth $5 each, the discount will only apply to one item, amounting to $5.

Delete

Note: If the price of a participating item is less than the discount amount, the item price becomes the maximum discount amount. For example, if the customer orders three participating items worth $5 each, the discount will only apply to one item, amounting to $5.

  1. Select the item where the discount applies.
  2. Enter the amount that you’d like to deduct from the price of participating item.
Delete
Delete

Merchant Portal (Classic Theme)

Whole Bill Discount (Percentage)

Deducts a certain percentage from the total bill. For example, if you set the Whole Bill Discount percentage to “10” and the total bill is $100, 10 percent of $100 or $10 will be deducted from the total bill.

  1. Enter the percentage that you’d like to deduct from the bill.
  2. (Optional) Exclude select items from getting the discount.
Delete

Whole Bill Discount (Amount)

Deducts a fixed amount from the total bill. For example, if you set the Whole Bill Discount amount to “20,” then $20 will be deducted from the total bill.

  1. Enter the amount you’d like to deduct from the bill.
  2. (Optional) To exclude select items from getting the discount, click on the Excluded Category or Excluded Item drop-down, then select the categories or items you’d like to exclude. 
Delete

Category Discount (Percentage)

Deducts a certain percentage from the price of items under the participating category. For example, if you set the Category Discount percentage to “50” and the customer purchases $100 worth of items from the participating category, then 50 percent of $100 or $50 will be deducted from the total worth of participating items.

  1. Next to "Category," click on the drop-down list. Then, choose a category where the discount applies.
  2. Enter the percentage you’d like to deduct from a participating item’s price.
  3. (Optional) To exclude select items from getting the discount, click on the Excluded Item drop-down, then select the items you’d like to exclude.
Delete

Category Discount (Amount)

Deducts a fixed amount from the price of items under the participating category. The Category Discount amount that you set is the maximum amount that can be applied to an order using the discount, regardless of the total worth of participating items included in the order. 

For example, if you set the Category Discount amount to “10” and the total bill is $100 which includes $25 worth of participating items, $10 will be deducted from the total worth of participating items.

Delete

Note: If the price of a participating item or the total worth of participating items is less than the discount amount, then the total price of the participating items becomes the maximum discount amount. For example, if the Category Discount amount is $10 and the total worth of participating items is $5, then only $5 will be deducted from the bill.

  1. Next to "Category," click on the drop-down list. Then, choose a category where the discount applies.
  2. Enter the amount you’d like to deduct from a participating item’s price.
  3. (Optional) To exclude select items from getting the discount, click on the Excluded Item drop-down, then select the items you’d like to exclude.
Delete

Item Discount (Percentage)

Deducts a certain percentage from the price of participating items. For example, if a participating item’s price is $10 and you set the Item Discount percentage to “50,” then 50 percent of $10 or a total of $5 will be deducted from the total price of the participating items.

  1. Next to "Category," click on the drop-down list. Then, choose the category under which the item you intend to add is located.
  2. Next to "Item," click on the drop-down list. Then, select an item where the discount applies.
  3. Enter the percentage you’d like to deduct from the price of the participating item.
Delete

Item Discount (Amount)

Deducts a fixed amount from the price of participating items. The Item Discount amount that you set is the maximum amount that can be applied to an order using the discount, regardless of the total worth of the participating items included in the order. 

For example, if you set the Item Discount amount to “10” and the total bill is $50, including $25 worth of participating items, then $10 will be deducted from the total worth of participating items.

Delete

Note: If the price of a participating item or the total worth of participating items is less than the discount amount, the item or total price becomes the maximum discount amount. For example, if the Item Discount amount is $10 and the price is $5, only $5 will be deducted from the bill.

  1. Next to "Category," click on the drop-down list. Then, choose the category under which the item you intend to add is located.
  2. Next to "Item," click on the drop-down list. Then, select an item where the discount applies.
  3. Enter the amount you’d like to deduct from the price of the participating item.
Delete

Complimentary Item

Adds a free item to the order. For example, if you create a complimentary discount with “Banana Split” as the free item and “2” as the item quantity, customers who are eligible for the promotion are entitled to two free servings of Banana Split.

  1. Next to "Category," click on the drop-down list. Then, choose the category under which the item you intend to add is located.
  2. Next to "Item," click on the drop-down list. Then, select an item to make complimentary.
  3. Enter the quantity.
Delete

Third Party

Used for tagging and reporting purposes only. No information is required for this discount type, and when this discount applied to an order, it appears as “0.”

Delete

Note: You can create a Third Party discount and use it on orders to indicate that a Third Party discount was used on the order. Additionally, you can enable Discount Reason in System Preferences to require staff to enter a discount reason every time a discount is applied to an order.

Delete

Category Discount (Amount) - 1 Item Only

Deducts a fixed amount from one participating item, regardless if the customer orders multiple items from the participating category. 

Delete

Note: If the price of a participating item is less than the discount amount, the item price becomes the maximum discount amount. For example, if the customer orders three items from a participating category worth $5 each, the discount will only apply to one item, amounting to $5.

  1. Next to "Category," click on the drop-down list. Then, choose a category where the discount applies.
  2. Enter the amount you’d like to deduct from the price of the participating item.
  3. (Optional) To exclude select items from getting the discount, click on the Excluded Item drop-down, then select the items you’d like to exclude.
Delete

Item Discount (Amount) - 1 Item Only

Deducts a fixed amount from one participating item, regardless if the customer orders multiple participating items. For example, if the customer orders three participating items worth $5 each, the discount will only apply to one item, amounting to $5.

Delete

Note: If the price of a participating item is less than the discount amount, the item price becomes the maximum discount amount. For example, if the customer orders three participating items worth $5 each, the discount will only apply to one item, amounting to $5.

  1. Next to "Item," click on the drop-down list. Then, select an item where the discount applies.
  2. Enter the amount you’d like to deduct from the price of the participating item.
Delete
Delete

Merchant Portal 2.0

Whole Bill Discount (Percentage)

Deducts a certain percentage from the total bill. For example, if you set the Whole Bill Discount percentage to “10” and the total bill is $100, 10 percent of $100 or $10 will be deducted from the total bill.

  1. Enter the percentage you’d like to deduct from the bill.
  2. (Optional) To exclude select items from getting the discount, click on the Excluded Category or Excluded Item drop-down, then select the category or items you’d like to exclude.
Delete

Whole Bill Discount (Amount)

Deducts a fixed amount from the total bill. For example, if you set the Whole Bill Discount amount to “20,” then $20 will be deducted from the total bill.

  1. Enter the amount you’d like to deduct from the bill.
  2. (Optional) To exclude select items from getting the discount, click on the Excluded Category or Excluded Item drop-down, then select the category or items you’d like to exclude. 
Delete

Category Discount (Percentage)

Deducts a certain percentage from the price of items under the participating category. For example, if you set the Category Discount percentage to “50” and the customer purchases $100 worth of items from the participating category, then 50 percent of $100 or $60 will be deducted from the total worth of participating items.

  1. Next to "Category," click on the drop-down list. Then, choose a category where the discount applies.
  2. Enter the percentage you’d like to deduct from a participating item’s price.
  3. (Optional) To exclude select items from getting the discount, click on the Excluded Item drop-down, then select the items you’d like to exclude.
Delete

Category Discount (Amount)

Deducts a fixed amount from the price of items under the participating category. The Category Discount amount that you set is the maximum amount that can be applied to an order using the discount, regardless of the total worth of participating items included in the order. 

For example, if you set the Category Discount amount to “10” and the total bill is $100 which includes $25 worth of participating items, $10 will be deducted from the total worth of participating items.

Delete

Note: If the price of a participating item or the total worth of participating items is less than the discount amount, then the total price of the participating items becomes the maximum discount amount. For example, if the Category Discount amount is $10 and the total worth of participating items is $5, then only $5 will be deducted from the bill.

  1. Next to "Category," click on the drop-down list. Then, choose a category where the discount applies.
  2. Enter the amount you’d like to deduct from a participating item’s price.
  3. (Optional) To exclude select items from getting the discount, click on the Excluded Item drop-down, then select the items you’d like to exclude.
Delete

Item Discount (Percentage)

Deducts a certain percentage from the price of participating items. For example, if a participating item’s price is $10 and you set the Item Discount percentage to “50,” then 50 percent of $10 or a total of $5 will be deducted from the total price of the participating items.

  1. Next to "Category," click on the drop-down list. Then, choose the category under which the item you intend to add is located.
  2. Next to "Item," click on the drop-down list. Then, select an item where the discount applies.
  3. Enter the percentage you’d like to deduct from the price of the participating item.
Delete

Item Discount (Amount)

Deducts a fixed amount from the price of participating items. The Item Discount amount that you set is the maximum amount that can be applied to an order using the discount, regardless of the total worth of the participating items included in the order. 

For example, if you set the Item Discount amount to “10” and the total bill is $100, including $25 worth of participating items, then $10 will be deducted from the total worth of participating items.

Delete

Note: If the price of a participating item or the total worth of participating items is less than the discount amount, the item or total price becomes the maximum discount amount. For example, if the Item Discount amount is $10 and the price is $5, only $5 will be deducted from the bill.

  1. Next to "Category," click on the drop-down list. Then, choose the category under which the item you intend to add is located.
  2. Next to "Item," click on the drop-down list. Then, select an item where the discount applies.
  3. Enter the amount you’d like to deduct from the price of the participating item.
Delete

Complimentary Item

Adds a free item to the order. For example, if you create a complimentary discount with “Banana Split” as the free item and “2” as the item quantity, customers who are eligible for the promotion are entitled to two free servings of Banana Split.

  1. Next to "Category," click on the drop-down list. Then, choose the category under which the item you intend to add is located.
  2. Next to "Item," click on the drop-down list. Then, select an item to make complimentary.
  3. Enter the quantity.
Delete

Third Party

Used for tagging and reporting purposes only. No information is required for this discount type, and when this discount applied to an order, it appears as “0.”

Delete

Note: You can create a Third Party discount and use it on orders to indicate that a Third Party discount was used on the order. Additionally, you can enable Discount Reason in System Preferences to require staff to enter a discount reason every time a discount is applied to an order.

Delete

Category Discount (Amount) - 1 Item Only

Deducts a fixed amount from one participating item, regardless if the customer orders multiple items from the participating category. 

Delete

Note: If the price of a participating item is less than the discount amount, the item price becomes the maximum discount amount. For example, if the customer orders three items from a participating category worth $5 each, the discount will only apply to one item, amounting to $5.

  1. Next to "Category," click on the drop-down list. Then, choose a category where the discount applies.
  2. Enter the amount you’d like to deduct from the price of the participating item.
  3. (Optional) To exclude select items from getting the discount, click on the Excluded Item drop-down, then select the items you’d like to exclude.
Delete

Item Discount (Amount) - 1 Item Only

Deducts a fixed amount from one participating item, regardless if the customer orders multiple participating items. For example, if the customer orders three participating items worth $5 each, the discount will only apply to one item, amounting to $5.

Delete

Note: If the price of a participating item is less than the discount amount, the item price becomes the maximum discount amount. For example, if the customer orders three participating items worth $5 each, the discount will only apply to one item, amounting to $5.

  1. Next to "Item," click on the drop-down list. Then, select an item where the discount applies.
  2. Enter the amount you’d like to deduct from the price of the participating item.
Delete
Delete

Use an existing discount to create a new discount

When creating a discount with details and settings that are similar to an existing discount, you can create a copy of the existing discount and use it to create a new discount. This reduces the effort needed to create a similar discount from scratch. Once a copy is created, you can customize the discount to fit the new discount you want to create.

To duplicate an existing discount, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS.
  2. At the top left, tap Settings .
  3. Under "Settings," tap Discount. Then, select the type of discount you’d like to duplicate:
    • Public Discount
    • Online Ordering Discount
    • Merchant Discount
    • Merchant Discount (Member)
  4. Next to the discount that you’d like to duplicate, tap the three-dot menu . Then, tap Copy to a new Discount . This creates a new discount with the same information as the original discount.
    Tip: To search for a discount by name, at the top right, tap Search Coupon. Then, enter the discount name.
  5. Configure the discount settings to fit the new discount. To learn more about discount settings, refer to the Create a discount section.
  6. Once done, at the top right, tap Save.
Delete

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Menu Setup. Then, under "Discount," select the type of discount thatyou’d like to duplicate:
    • Public Discount
    • Merchant Discount
    • User App Discount
    • Merchant Discount (Member)
  3. Next to the discount that you’d like to duplicate, click on Copy . This creates a new discount with the same information as the original discount.
    Tip: You can use the search bar or "Availability" and "Status" filters to find an existing discount easier.
  4. Configure the discount settings to fit the new discount. To learn more about discount settings, refer to the Create a discount section.
  5. Once done, at the top right, click on Save.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Discount, then select Discount Type.
  3. Select the type of discount you’d like to add:
    • Public Discount
    • Merchant Discount
    • Online Ordering Discount
    • Merchant Discount (Member)
  4. Next to the discount you’d like to duplicate, click on Copy . This creates a new discount with the same information as the original discount.
    Tip: You can find an existing discount by entering the discount name or discount code on the search bar, or using the “Availability” and “Status” filters.
  5. Configure the discount settings to fit the new discount. To learn more about discount settings, refer to the Create a discount section.
  6. Once done, at the top right, click on Save.
Delete

Manage discounts

Edit a discount

To modify a discount, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS.
  2. At the top left, tap Settings .
  3. Under "Settings," tap Discount. Then, select the type of discount you’d like to edit:
    • Public Discount
    • Online Ordering Discount
    • Merchant Discount
    • Merchant Discount (Member)
  4. Next to the discount you’d like to edit, tap the three-dot menu . Then, tap Edit .
    Tip: To search for a discount by name, at the top right, tap Search Coupon. Then, enter the discount name.
  5. Update the discount.
  6. Once done, at the top right, tap Save.
Delete

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Menu Setup. Then, under "Discount," select the type of discountthat you’d like to edit:
    • Public Discount
    • Merchant Discount
    • User App Discount
    • Merchant Discount (Member)
  3. Next to the discount that you’d like to edit, click on Edit .
    Tip: You can use the search bar or "Availability" and "Status" filters to find an existing discount easier.
  4. Update the discount.
  5. Once done, at the top right, click on Save.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Discount, then select Discount Type.
  3. Select the type of discount you’d like to add:
    • Public Discount
    • Merchant Discount
    • Online Ordering Discount
    • Merchant Discount (Member)
  4. Next to the discount that you’d like to edit, click on Edit . 
    Tip: You can find an existing discount by entering the discount name or discount code on the search bar, or using the “Availability” and “Status” filters.
  5. Update the discount.
  6. Once done, at the top right, click on Save.
Delete

Delete a discount

To remove a discount, follow the steps below:

Eats365 POS

  1. Log in to the Eats365 POS.
  2. At the top left, tap Settings .
  3. Under "Settings," tap Discount. Then, select the type of discount you’d like to delete:
    • Public Discount
    • Online Ordering Discount
    • Merchant Discount
    • Merchant Discount (Member)
  4. Next to the discount you’d like to delete, tap the three-dot menu . Then, tap Remove .
    Tip: To search for a discount by name, at the top right, tap Search Coupon. Then, enter the discount name.
  5. Tap Delete to confirm.
Delete

Merchant Portal (Classic Theme)

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Menu Setup. Then, under "Discount," select the type of discount thatyou’d like to delete:
    • Public Discount
    • Merchant Discount
    • User App Discount
    • Merchant Discount (Member)
  3. Next to the discount that you’d like to delete, click on Remove . 
    Tip: You can use the search bar or "Availability" and "Status" filters to find an existing discount easier.
  4. Click on Confirm to delete.
Delete

Merchant Portal 2.0

Delete

Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.

  1. Log in to the Merchant Portal.
  2. On the left panel, click on Discount, then select Discount Type.
  3. Select the type of discount that you’d like to delete:
    • Public Discount
    • Merchant Discount
    • User App Discount
    • Merchant Discount (Member)
  4. Next to the discount that you’d like to delete, click on Remove . 
    Tip: You can find an existing discount by entering the discount name or discount code on the search bar, or using the “Availability” and “Status” filters.
  5. Click on Confirm to delete.
Delete
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