Discounts
Table of Contents
Add restrictions to discount usage
Learn how to apply discount usage limits using the Eats365 POS or Merchant Portal.
Discount restrictions are settings you can configure to limit a discount’s usage. When you create a discount, the eligibility conditions that you set on the discount are followed by default. By adding restrictions, you can set rules to discounts to control how they are being used.
Note: Discount restrictions are not available for Bundle Discounts.
In this article, you’ll learn about the types of discount restrictions and how you can use them, how to enable the discount restriction feature, and how to apply restrictions to discounts.
Types of discount restriction
Restrict Use per Discount
The setting Restrict Use per Discount allows the POS to limit the number of times a discount can be applied to an order.
For example, a restaurant has a “Buy 2 pizzas, Get $10 off per transaction” promotion. On the discount, you can set a limit of “1” use per order using the Restrict Use per Discount function so that staff can only manually process the discount once. This helps prevent the same discount from being applied twice if a customer orders 4 pizzas in the same transaction.
If the POS detects that the same discount is being used more than what is allowed, it will prompt an error message.
Restricted Use in Conjunction
Restricted Use in Conjunction allows you to define a set of rules that determine if a discount can be used together with other discount offers. In a Restricted Use in Conjunction rule, you can group two or more discounts together so that when the discounts are being used on the same order, the system will first check the rules you’ve created to know if the discounts you’re attempting to add can be used together in this instance. The Restricted Use in Conjunction settings you configure apply to POS and online orders.
Additionally, every discount that you add to a Restricted Use in Conjunction rule requires a quantity to be set. By default, the quantity is set to “1”. The quantity serves as the discount’s condition when being used in conjunction with the other discounts included in the rule. If the allowed quantity of the discount you’ve added hasn’t been reached, the system will still allow you to add other discounts unless the last discount you add reaches its allowed quantity and triggers the restriction.
To understand how the Restricted Use in Conjunction function works when being applied to orders, refer to the examples below:
Example 1
| Included discounts in rule | Quantity |
| Public Discount | 1 |
| Category Discount | 1 |
In this example:
- If you apply one instance “Public Discount” to an order, then adding an additional “Category Discount” will trigger the restriction because the set quantity for “Public Discount” is “1” and therefore the allowed quantity has been reached.
- If you apply one instance of “Category Discount” to an order, then adding an additional “Public Discount” will trigger the restriction because the set quantity for “Category Discount” is “1” and therefore the allowed quantity has been reached.
Example 2
| Included discounts in rule | Quantity |
| Public Discount | 2 |
| Drinks Promo | 1 |
| Category Discount | 1 |
In this example:
- If you apply two instances of “Public Discount” to an order, then adding an additional “Drinks Promo” or “Category Discount” will trigger the restriction because the set quantity for “Public Discount” is “2” and therefore the allowed quantity has been reached.
- If you apply one instance of “Public Discount” to an order, then adding one additional “Drinks Promo” or “Category Discount” will be allowed.
- If you apply one instance of “Drinks Promo” or “Category Discount” to an order, then adding one instance of “Public Discount” will be allowed because the set quantity for “Public Discount” hasn’t been reached.
Example 3
| Included discounts in rule | Quantity |
| Public Discount | 2 |
| Drinks Promo | 2 |
| Category Discount | 1 |
In this example:
- If you apply two instances of “Public Discount” to an order, then adding one instance of “Category Discount” will trigger the restriction. However, adding one instance of “Drinks Promo” will be allowed because the set quantity for “Drinks Promo” hasn’t been reached.
- If you apply one instance of “Public Discount” to an order, then adding one or two instances of “Drinks Promo” or one instance of “Category Discount” will be allowed.
- If you apply two instances of “Drinks Promo” to an order, then adding one instance of “Category Discount” will trigger the restriction. However, adding one instance of “Public Discount” will be allowed because the set quantity for “Public Discount” hasn’t been reached.
- If you apply one instance of “Drinks Promo” to an order, then adding one or two instances of “Public Discount” or one instance of “Category Discount” will be allowed.
- If you apply one instance of “Category Discount” to an order, then adding one instance of “Public Discount” and “Drinks Promo” each will be allowed because their set quantity hasn’t been reached.
If the system detects that the discount you’re adding can’t be used together with the other discounts that you’ve already applied to the order, the system will not allow the action.
| POS |
Branded Online Store |
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Enable discount restriction
To turn on the discount restriction feature, follow the steps below:
Note: To set up discount restriction for your restaurant, the following Merchant Portal role permissions for managing discount-related settings are required:
- General Setting and Manage Discount for Restrict Repeated per Discount
- Restricted Use in Conjunction for Restricted Use in Conjunction
Eats365 POS
- Log in to the Eats365 POS.
- Tap Settings
. - Under Settings, tap Discount.
- Depending on the discount restriction type you want to enable, turn on Restrict Repeated per Discount
or Restricted Use in Conjunction . - At the top right, tap Save to confirm.
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Menu Setup, then click on Discount.
- Select General.
- Depending on the discount restriction type you want to enable, under Discount Usage Restrictions, turn on Restrict Repeated per Discount
or Restricted Use in Conjunction . - At the top right, tap Save to confirm.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Discount. Then, click on General.
- Depending on the discount restriction type you want to enable, under Discount Usage Restrictions, turn on Restrict Repeated per Discount
or Restricted Use in Conjunction . - At the top right, tap Save to confirm.
Add a discount restriction
Enable Restrict Repeated Use for a discount
To restrict a discount from exceeding the number of times it can be used in the same order, follow the steps below:
Eats365 POS
- Log in to the Eats365 POS.
- Tap Settings .
- Under Settings, tap Discount.
- Select the applicable discount type, then select the discount you’d like to restrict.
- Turn on Restrict Repeated Use , then enter the Number of Times the discount can be used in the same order.
- At the top right, tap Save to confirm.
Merchant Portal (Classic Theme)
Tip: To switch themes, at the top right, click on the account name. Then, select Experience Merchant Portal 2.0.
- Log in to the Merchant Portal.
- On the left panel, click on Menu Setup, then click on Discount.
- Under Discount, select the applicable discount type, then select the discount you’d like to restrict.
- Turn on Restrict Repeated Use , then enter the Number of Times the discount can be used in the same order.
- At the top right, tap Save to confirm.
Merchant Portal 2.0
Tip: To switch themes, at the top right, click on the account name. Then, select Back to Classic Theme.
- Log in to the Merchant Portal.
- On the left panel, click on Discount. Then, click on Discount Type.
- Select the applicable discount type, then select the discount you’d like to restrict.
- Turn on Restrict Repeated Use , then enter the Number of Times the discount can be used in the same order.
- At the top right, tap Save to confirm.
Create a Restricted Use in Conjunction rule
Note: You can only set Restricted Use in Conjunction rules using the Merchant Portal 2.0 theme.
To create rules on using multiple discounts on the same order, follow the steps below:
- Log in to the Merchant Portal.
- On the left panel, click on Discount.
- Select Restricted Use in Conjunction. Then, click on + Add Restricted Use in Conjunction.
- Turn on Active .
- Enter a name for the rule.
Note: For multi-language menus, you can add another language by tapping Add Language. - Enable the discount types or select the specific discounts you want to include in the rule.
Note: The discount types and specific discounts you include here are the system’s basis when checking if a Restricted Use in Conjunction rule applies to an order. For example, if the system detects that there are two or more discounts being applied to the same order, the system will apply the discounts based on the rule you’ve created.- Member Plan Storewide Discount
- 3rd Party CRM Storewide Discount
- Discount by Spending Point
- Discount(s) (drop-down list)
- Set the allowed quantity per discount.
- At the top right, tap Save to confirm.