An “Order Discount” can be used to deduct a certain percentage or a fixed amount from the total bill. You can use this discount type to apply a discount to the entire order, rather than on a per-item basis. Sample discounts that you can create under this discount type include: 

• Percentage off (Get 10% off when you spend $100)
• Amount off (Get $10 off when you spend $100)

For more information on the other discount types that you can create, refer to Set up discounts (Discount 2.0).

In this article, you'll learn how to create an order discount. 

Before you start

• Ensure your discount settings have been migrated to the new “Discount 2.0” on the Merchant Portal. For more information about discount migration, refer to Migrate to Discount 2.0. 
• Discount 2.0 is supported on the POS version 2.73 or later.
• Creating a discount using Discount 2.0 is currently only available on the Merchant Portal 2.0.
• Ensure that you've created at least one discount folder and discount tags before creating an order discount. For more information, refer to Set up discounts (Discount 2.0).

Create an order discount

To set up an order discount, follow the steps below:

1. Log in to the Merchant Portal.
2. On the left panel, click on Discount.
3. At the top right, click on +Add Discount.
   
4. Select Order Discount as the discount type.
   
5. Configure the discount to your preferred settings.
6. At the top right, click on Save to confirm.

You can configure the following settings:

Basic Information

Status

Select whether the discount becomes “Active” or remains “Inactive” upon creating the discount.

• Active - The discount automatically becomes available for use. 
• Inactive - The discount is created but won’t be available for use.

Summary

View a summary of the discount configuration.

Discount Details

Discount Code

Add the code to associate with the discount. The “Discount Code” can be used to apply discounts on relevant modules easily or associate a discount coupon with a specific discount.

Discount Tags

Add tags to associate with the discount. The “Discount Tag" can be used to quickly search for a discount on the POS.

Add to Folder

Select the discount folder where the discount will be filed under. 

Condition

Offer

Depending on the discount type you’re creating, the default offer type changes. For example, if you’re creating an order discount, “Order Discount” is set as the default offer type. You must fill out this section first before adding another offer type. To add more offers, click on +Add New Offer. For more information on other offer types, refer to Create an item discount and Create a zero-value discount.

Recursive

Enable this setting to allow the discount offer to be applied multiple times within the same order if the specified conditions are met repeatedly. 

For example, with a “Get $10 off when you spend $100” promotion, enabling “Recursive” would grant a customer $20 off a $200 order, and so on.

Competitive

Configure how discounts are applied when multiple discounts are present on the same order. You can choose between applying all eligible discounts or applying only the discount with the highest value.

• Non-competitive: Select this option to allow the discount to apply with other discounts, including competitive discounts. All non-competitive discounts will be applied to the order.
• Competitive: Select this option if the discount is similar to or could overlap with another discount. When “Competitive” is selected, the system will automatically apply only the discount with the greatest value to the order. 
  Note: 
  • Only one competitive discount can remain on the order. However, a competitive discount can be placed together with non-competitive discounts.
  • The “Offer” value must be set to “Percentage Off” to enable the “Competitive” option.
  • The “Maximum Discount Amount” setting must be disabled to enable the “Competitive” option.

Eligibility

Discount Availability

Available Modules

Select the modules where the discount can be applied. You can configure the discount to apply to selected merchant-facing or customer-facing modules. 

To restrict the discount from appearing on a module's discount list, toggle on Hide from Discount List. When this is enabled, the discount remains available for use, however, users won't be able to view the discount on the specific module. 

Roles & Permissions

Select which roles can access and apply the discount.

Use an existing discount to create a new discount

When creating a discount with details and settings that are similar to an already existing one, you can create a copy of the discount and use it to create a new discount. Duplicating a discount copies the original information of the discount into a new discount, reducing the effort needed to create it from scratch. 

To duplicate an existing discount, follow the steps below:

1. Log in to the Merchant Portal. 
2. On the left panel, click on DiscountDiscount.
3. 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.
   
4. Configure the discount settings to fit the new discount. 
5. At the top right, click on Save to confirm.