Discounts

Table of Contents

Create and manage discounts

Learn about the different types of available discounts and how to add them to your Eats365 POS, as well as how to access and manage discount settings on the Eats365 POS or Merchant Portal.

Eats365 allows you to add and customize discounts based on what your restaurant offers. Once discounts have been created on the Eats365 POS or the Merchant Portal, you can easily apply them to an order with the tap of a button. Alternatively, instead of manually selecting a discount for an order, you can set discounts to apply when an order is placed automatically.

To learn how to apply discounts to an order, refer to Apply discounts to an order.

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

Types of discounts

Public Discount

A Public Discount is a discount that can be applied to orders made through the POS and the Eats365 app. You can create a Public Discount on the POS or the Merchant Portal.

User App Discount

A User App Discount is a discount that can be applied to orders made through the POS, the Eats365 app, and Branded Web. You can create a Public Discount on the POS or the Merchant Portal.

Merchant Discount

A Merchant Discount is a discount that can only be applied to orders made through the POS. You can create a Merchant Discount on the POS or the Merchant Portal.

Merchant Discount (Member)

A Merchant Discount (Member) is a member-only discount that can only be applied to orders made through the POS. You can create exclusive Member Discounts on the POS or the Merchant Portal. To learn more about Membership, refer to Add a member to an order.

Bundle Discount

A Bundle Discount allows customers to get discounts or free items by bundling items together. For example, if a customer buys two pizzas, they get $10 off their total bill. Or, if they purchase two pizzas, they get an extra pizza for free. Bundle Discounts apply automatically to an order when eligible items are selected. You can create a Bundle Discount on the POS or the Merchant Portal.

Create a discount

To add a Public Discount, User App Discount, Merchant Discount, or Merchant Discount (Member), follow the steps below:

Note: If you’re creating a Bundle Discount, scroll down to the Create a Bundle Discount section of this article.

Eats365 POS

Open the Eats365 POS app.
At the top-left, tap Settings .
Under Settings, tap Discount then select the type of discount you’d like to create:
- Public Discount
- User App Discount
- Merchant Discount
- Merchant Discount (Member)
Tap Add Discount.
You’ll be taken to the Basic Information page. Under Discount Preview, tap Upload Image. Note: There are also default “coupon” images you can use if your discount doesn’t have an image.
Then, add the following discount information:
- Active: By default, Active is turned on . If your discount isn’t active yet, turn off Active .
- Discount Name: Enter the name of the discount.
- Receipt Name (As appears on the receipt): Enter the name of the discount you’d like to appear on the receipt.
- Available Quantity: If you’d like to limit the number of times the discount can be used for the duration you set, enter the maximum number.
- Discount Description: Enter the description of the discount.
- Terms / Conditions: Enter the terms and conditions of the discount.
- Auto Apply to Orders: If you want the discount to automatically apply when an order is placed, turn on Auto Apply to Orders .
- Enable Preorder: If your discount can be used for Pre-orders, turn on Enable Preorder .
- Exclude from Bundle Discount: If your discount can’t be used for Bundle Discounts, turn on Exclude from Bundle Discount .
- Specific Service Type: From the list, choose whether your discount applies to both Dine-in & Takeout, Dine-in Only, or Takeout Only.
- Supported Mode: From the list, choose whether your discount applies to both Delivery & Pickup, only Pick up, or only Takeout.
- Discount Code: If the discount you’re creating has a Discount Code, enter the code.
Under Availability, add the following information:
- Date: Set the Start and End dates.
- Time Slots: Click on + Add Time Slot. Then:
  - Time: By default, “00:00 to 23:59" is set on the clock. If you want your discount to only be available to use during a specific window of the day, specify the Start Time and End Time.
  - Days of the week: By default, all seven days of the week are selected. If you want your discount to only be used on some days of the week, tap the day(s) to exclude them.
Once you’ve added a time slot, at the top, tap back to return to the previous page.
Tap Discount Details. Then:
- Offer: The Offer(s) you include are what the discount entails. For example, if you choose the Complimentary Item Offer Type, when you apply the discount to an order, the customer gets the free Item you set. To add an Offer, from the list, select at least one Offer Type that applies to your discount, then click on + Add:
  - Whole Bill Discount (Percentage): Enter the amount in percent to deduct if the discount applies to their order. Then, from the list, choose the Excluded Category or Excluded Item if there are Categories or Items that you’d like to exclude from your discount.
  - Whole Bill Discount (Amount): Enter the amount to deduct if the discount applies to their order. Then, from the list, choose an Excluded Category or Excluded Item if there are Categories or Items that you’d like to exclude from your discount.
  - Category Discount (Percentage): If you’d like to set a discount for a specific Category, select Category Discount (Percentage). Next, enter the amount in percent to deduct from the customer’s bill if the discount applies to their order. Then, from the list, choose an Excluded Category if there are Categories that you’d like to exclude from your discount.
  - Category Discount (Amount): If you’d like to set a discount for a specific Category, choose Category Discount (Amount). Then, enter the amount to deduct from the customer’s bill if the discount applies to their order. Then, from the list, choose an Excluded Category if there are Categories that you’d like to exclude from your discount.
  - Item Discount (Percentage): If you’d like to set a discount for a specific Item, select Item Discount (Percentage), then, from the list, choose the Item. Next, enter the amount in percent to deduct from the customer’s bill if the discount applies to their order.
  - Item Discount (Amount): If you’d like to set a discount for a specific Item, select Item Discount (Amount), then from the list, choose the Item. Next, enter the amount to deduct from the customer’s bill if the discount applies to their order.
  - Complimentary Item: If the discount you’re creating is a free Item, select Complimentary Item. Then, choose the free Item and enter the Quantity.
  - Third Party: If a Third-party partner handles the discount.
  - Category Discount (Amount) - This discount is similar to the Category Discount, except this discount can only apply to one Item. Enter the amount to deduct from the customer’s bill if the discount applies to their order. Then, from the list, choose an Excluded Category if there are Categories that you’d like to exclude from your discount.
  - Item Discount (Amount) - 1 Item Only: This discount is similar to the Item Discount, except this discount can only apply to one Item. Enter the amount to deduct from the customer’s bill if the discount applies to their order. Then, from the list, choose an Excluded Category if there are Categories that you’d like to exclude from your discount.
- Conditions: A discount requires at least one Condition for it to be created, and if the order doesn’t meet the Condition(s) you set, the discount can’t be applied. To add a Condition, from the list, choose at least one Condition Type that applies to your discount, then tap Add Offer:
  - Item: Choose the Item, then for Min Quantity Ordered, specify the minimum quantity required for your discount.
  - Total price: Enter the total price.
  - Category: Choose the Category, then for Min Quantity, specify the minimum quantity required for your discount.
  - Quantity: For Min Quantity, specify the minimum quantity required for your discount.
At the top right, tap Save.

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, under Discount, select the type of discount you’d like to add:
- Public Discount
- Merchant Discount
- User App Discount
- Merchant Discount (Member)
Based on your previous selection, at the top right, click on + <Discount Type>. For example, +Public Discount, +Merchant Discount, and so on. The page redirects to the Basic Information page of the chosen discount type.
Under Discount Image, click on Select Image.
Then, add the following discount information:
- Discount Name: Enter the name of your discount.
- Active: By default, Active is turned on . If the discount isn’t active yet, turn off Active .
- Receipt Name: Enter the name of the discount you’d like to appear on the receipt.
- Available Quantity: If you’d like to limit the number of times your discount can be used for the duration you set, enter the maximum number.
- Discount Description: Enter the description of the discount.
- Terms/Conditions: Enter the terms and conditions of the discount.
- Discount Type: This field can’t be modified but you can refer to this field to confirm whether you’re creating the correct discount. For example, if you’re creating a Public Discount, this field should say “Public Discount.”
- Discount Code: If the discount has a Discount Code, enter the code.
- Auto Apply: If you want your discount to apply automatically when an order is placed, turn on Auto Apply.
- Exclude From Bundle Discount: If your discount can’t be used for Bundle Discounts, turn on Exclude From Bundle Discount.
Under Availability, add the following information:
- Available for Pre-Order: If the discount can be used for Pre-Orders, turn on Available for Pre-Order.
- Available For: From the list, choose whether your discount applies to both Dine-in & Takeout, only Dine-in, or only Takeout.
- Takeout Option: From the list, choose whether your discount applies to both Pickup & Delivery, only Pickup, or only Takeout.
- Available: Set the Start and End dates.
- Time Slots: Click on + Add Time Slot. Then:
  - Time: By default, “00:00 to 23:59" is set on the clock. If you want your discount to only be available to use during a specific window of the day, specify the Start Time and End Time.
  - Days of the week: By default, all seven days of the week are selected. If you want your discount to only be used on some days of the week, click on the day(s) to exclude them.
Scroll back to the top of the page, then click on Discount Detail. Then, select the details for the following:
- Offer: The Offer(s) you include are what the discount entails. For example, if you choose the Complimentary Item Offer Type, when you apply the discount to an order, the customer gets the free Item you set. To add an Offer, from the list, select at least one Offer Type that applies to your discount, then click on + Add:
  - Whole Bill Discount (Percentage): Enter the amount in percent to deduct if the discount applies to their order. Then, from the list, choose the Excluded Category or Excluded Item if there are Categories or Items that you’d like to exclude from your discount.
  - Whole Bill Discount (Amount): Enter the amount to deduct from the customer’s whole bill if the discount applies to their order. Then, from the list, choose an Excluded Category or Excluded Item if there are Categories or Items that you’d like to exclude from your discount.
  - Category Discount (Percentage): If you’d like to set a discount for a specific Category, select Category Discount (Percentage). Next, enter the amount in percent to deduct from the customer’s bill if the discount applies to their order. Then, from the list, choose an Excluded Category if there are Categories that you’d like to exclude from your discount.
  - Category Discount (Amount): If you’d like to set a discount for a specific Category, select Category Discount (Amount). Then, enter the amount to deduct from the customer’s bill if the discount applies to their order. Then, from the list, choose an Excluded Category if there are Categories that you’d like to exclude from your discount.
  - Item Discount (Percentage): If you’d like to set a discount for a specific Item, select Item Discount (Percentage), then, from the list, choose the Item. Next, enter the amount in percent to deduct from the customer’s bill if the discount applies to their order.
  - Item Discount (Amount): If you’d like to set a discount for a specific Item, select Item Discount (Amount), then from the list, choose the Item. Next, enter the amount to deduct from the customer’s bill if the discount applies to their order.
  - Complimentary Item: If the discount you’re creating is a free Item, select Complimentary Item. Then, choose the free Item and enter the Quantity.
  - Third Party: If a Third-party partner handles the discount.
  - Category Discount (Amount) - 1 Item Only: This discount is similar to the Category Discount, except this discount can only apply to one Item. Enter the amount to deduct from the customer’s bill if the discount applies to their order. Then, from the list, choose an Excluded Category if there are Categories that you’d like to exclude from your discount.
  - Item Discount (Amount) - 1 Item Only: This discount is similar to the Item Discount, except this discount can only apply to one Item. Enter the amount to deduct from the customer’s bill if the discount applies to their order. Then, from the list, choose an Excluded Category if there are Categories that you’d like to exclude from your discount.
- Conditions: A discount requires at least one Condition for it to be created, and if the order doesn’t meet the Condition(s) you set, the discount can’t be applied. To add a Condition, from the list, choose at least one Condition Type that applies to your discount, then click on + Add:
  - Item: Choose the Item, then for Min Quantity Ordered, specify the minimum quantity required for your discount.
  - Total price: Enter the total price.
  - Category: Choose the Category, then for Min Quantity, specify the minimum quantity required for your discount.
  - Quantity: For Min Quantity, specify the minimum quantity required for your discount.
At the top right, click on Save.

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 select Discount Type.
Select the type of discount you’d like to add:
- Public Discount
- Merchant Discount
- User App Discount
- Merchant Discount (Member)
Based on your previous selection, at the top right, click on + <Discount Type>. For example, +Public Discount, +Merchant Discount, and so on. The page redirects to the Basic Information page of the chosen discount type.
Under Discount Image, click on Select Image.
Then, add the following discount information:
- Active: By default, Active is turned on . If the discount isn’t active yet, turn off Active .
- Discount Name: Enter the name of your discount.
- Receipt Name: Enter the name of the discount you’d like to appear on the receipt.
- Discount Description: Enter the description of the discount.
- Available Quantity: If you’d like to limit the number of times your discount can be used for the duration you set, enter the maximum number.
- Terms/Conditions: Enter the terms and conditions of the discount.
- Discount Code: If the discount has a Discount Code, enter the code.
- Auto Apply: If you want your discount to apply automatically when an order is placed, turn on Auto Apply .
- Exclude From Bundle Discount: If your discount can’t be used for Bundle Discount, turn on Exclude From Bundle Discount .
Under Availability, add the following information:
- Available for Pre-Order: If the discount can be used for Pre-Orders, turn on Available for Pre-Order .
- Available For: From the list, choose whether your discount applies to both Dine-in & Takeout, only Dine-in, or only Takeout.
- Takeout Option: From the list, choose whether your discount applies to both Pickup & Delivery, only Pickup, or only Takeout.
- Available: Set the Start and End dates.
- Time Slots: Click on + Add Time Slot. Then:
  - Time: By default, “00:00 to 23:59" is set on the clock. If you want your discount to only be available to use during a specific window of the day, specify the Start Time and End Time.
  - Days of the week: By default, all seven days of the week are selected. If you want your discount to only be used on some days of the week, click on the day(s) to exclude them.
- Special Handling Date(s) and Unavailable Date(s): If you have a Date Group set up, you can specify the Date Group that applies to these settings.
Scroll back to the top of the page, then click on Discount Detail. Then, select the details for the following:
- Offer: The Offer(s) you include are what the discount entails. For example, if you choose the Complimentary Item Offer Type, when you apply the discount to an order, the customer gets the free Item you set. To add an Offer, from the list, select at least one Offer Type that applies to your discount, then click on + Add:
  - Whole Bill Discount (Percentage): Enter the amount in percent to deduct if the discount applies to their order. Then, from the list, choose the Excluded Category or Excluded Item if there are Categories or Items that you’d like to exclude from your discount.
  - Whole Bill Discount (Amount): Enter the amount to deduct from the customer’s whole bill if the discount applies to their order. Then, from the list, choose an Excluded Category or Excluded Item if there are Categories or Items that you’d like to exclude from your discount.
  - Category Discount (Percentage): If you’d like to set a discount for a specific Category, select Category Discount (Percentage). Next, enter the amount in percent to deduct from the customer’s bill if the discount applies to their order. Then, from the list, choose an Excluded Category if there are Categories that you’d like to exclude from your discount.
  - Category Discount (Amount): If you’d like to set a discount for a specific Category, select Category Discount (Amount). Then, enter the amount to deduct from the customer’s bill if the discount applies to their order. Then, from the list, choose an Excluded Category if there are Categories that you’d like to exclude from your discount.
  - Item Discount (Percentage): If you’d like to set a discount for a specific Item, select Item Discount (Percentage), then, from the list, choose the Item. Next, enter the amount in percent to deduct from the customer’s bill if the discount applies to their order.
  - Item Discount (Amount): If you’d like to set a discount for a specific Item, select Item Discount (Amount), then from the list, choose the Item. Next, enter the amount to deduct from the customer’s bill if the discount applies to their order.
  - Complimentary Item: If the discount you’re creating is a free Item, select Complimentary Item. Then, choose the free Item and enter the Quantity.
  - Third Party: If a Third-party partner handles the discount.
  - Category Discount (Amount) - 1 Item Only: This discount is similar to the Category Discount, except this discount can only apply to one Item. Enter the amount to deduct from the customer’s bill if the discount applies to their order. Then, from the list, choose an Excluded Category if there are Categories that you’d like to exclude from your discount.
  - Item Discount (Amount) - 1 Item Only: This discount is similar to the Item Discount, except this discount can only apply to one Item. Enter the amount to deduct from the customer’s bill if the discount applies to their order. Then, from the list, choose an Excluded Category if there are Categories that you’d like to exclude from your discount.
- Conditions: A discount requires at least one Condition for it to be created, and if the order doesn’t meet the Condition(s) you set, the discount can’t be applied. To add a Condition, from the list, choose at least one Condition Type that applies to your discount, then click on + Add:
  - Item: Choose the Item, then for Min Quantity Ordered, specify the minimum quantity required for your discount.
  - Total price: Enter the total price.
  - Category: Choose the Category, then for Min Quantity, specify the minimum quantity required for your discount.
  - Quantity: For Min Quantity, specify the minimum quantity required for your discount.
At the top right, click on Save.

Create a Bundle Discount

To add a Bundle Discount, follow the steps below:

Eats365 POS

Open the Eats365 POS app.
At the top-left, tap Settings .
Under Settings, tap Discount. Then, tap Bundle Discount (Beta). The Basic Information page appears on the screen.
Under Discount Preview, tap Upload Image.
Note: There are also default “coupon” images you can use if the discount doesn’t have an image.
Under Basic Information, add the following discount information:
- Active: By default, Active is turned on . If the discount isn’t active yet, turn Active off .
- Discount Name: Enter the name of the discount.
- Receipt Name (As appears on the receipt): Enter the name of the discount you’d like to appear on the receipt.
- Available Quantity: If you’d like to limit the number of times the discount can be used for the duration you set, enter the maximum number. Once reached, the discount can no longer be used.
- Discount Description: Enter the description of the discount.
- Terms / Conditions: Enter the terms and conditions.
- Specific Service Type: From the list, choose whether your discount applies to both Dine-in & Takeout, Dine-in Only, or Takeout Only.
- Supported Mode: From the list, choose whether your discount applies to both Delivery & Pickup, only Pick up, or only Takeout.
- Discount Code: If the discount has a Discount Code, enter the code.
Under Availability, add the following information:
- Date: Set the Start and End dates.
- Time Slots: Click on + Add Time Slot. Then:
  - Time: By default, “00:00 to 23:59" is set on the clock. If you want your discount to only be available to use during a specific window of the day, specify the Start Time and End Time.
  - Days of the week: By default, all 7 days of the week are selected. If you want your discount to only be used on some days of the week, click on the day(s) to exclude them.
Once you’ve added a time slot, at the top, tap Add Discount to return to the previous page.
Tap Discount Details. Then:
1. Bundle Items:
  1. Tap Add Bundle Item. Then, enter the name of the Bundle Item.
  2. Enter the quantity of the item the customer has to reach to be able to avail of the Bundle Discount.
  3. Choose the Included Items.
  4. Then, from the list, choose an Excluded Category if there are Categories that you’d like to exclude in the Bundle Discount.
2. Offer Type: For Buy All Bundle Item(s) to, select whether the customer can Save Certain Amount or Get Certain Items when they avail of the Bundle Discount.
  Note: The settings for Offers (check below) depends on the Offer Type you select.
3. Price Condition: If you’d like to set a minimum required amount for the Bundle Discount, turn on Offers based on Price Condition. Next, for Single/Multiple Price Condition, choose either Single or Multiple.
  - If you chose Single, set the Price Condition and specify the amount.
  - If you chose Multiple, move to the next step (Offers).
4. Offers: The options for Offers depend on the Offer Typeyou selected.
  1. If you selected Save Certain Amount: Choose whether you want the Offer to be a Bundle Price or Discount, then specify the amount.
  2. If you selected Get Certain Item(s):
    1. Enter the name of the Offer.
    2. Tap Included Items, then Add Category or Add Item at the top right and select the Categories or Items that apply to your discount. Then, at the top, tap back to return to the previous page.
    3. Select the Offer, then specify the Amount.
At the top right, tap Save.

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, under Discount, click on Bundle Discount.
Click on + Add Bundle Discount.
Under Discount Image, click on Select Image.
Add the following discount information:
- Discount Name: Enter the name of your discount.
- Active: By default, Active is turned on . If the discount isn’t active yet, turn Active off .
- Receipt Name: Enter the name of the discount you’d like to appear on the receipt.
- Available Quantity: If you’d like to limit the number of times the discount can be used for the duration you set, enter the maximum number.
- Discount Description: Enter the description of the discount.
- Terms/Conditions: Enter the terms and conditions of the discount.
- Discount Type: This field can’t be modified but you can refer to this field to confirm whether you’re creating the correct discount. For example, if you’re creating a Public Discount, this field should say “Public Discount.”
- Discount Code: If the discount has a Discount Code, enter the code.
Under Availability, add the following information:
- Available For: From the list, choose whether your discount applies to both Dine-in & Takeout, only Dine-in, or only Takeout.
- Takeout Option: From the list, choose whether your discount applies to both Pickup & Delivery, only Pickup, or only Takeout.
- Available: Set the Start and End dates.
- Time Slots: Click on + Add Time Slot. Then:
  - Time: By default, “00:00 to 23:59" is set on the clock. If you want your discount to only be available to use during a specific window of the day, specify the Start Time and End Time.
  - Days of the week: By default, all 7 days of the week are selected. If you want your discount to only be used on some days of the week, click on the day(s) to exclude them.
Scroll back to the top of the page, then click on Discount Detail.Then:
- Bundle Item(s):
  1. Enter the name of the Bundle Item.
  2. Enter the quantity of the item the customer has to reach to be able to avail of the Bundle Discount.
  3. Choose the Included Category and the Included Item.
  4. Then, from the list, choose an Excluded Category if there are Categories that you’d like to exclude from the Bundle Discount.
- Offer Type: For Buy All Bundle Item(s) to, select whether the customer can Save Certain Amount or Get Certain Items if they avail of the Bundle Discount.
  Note: The settings for Offers (check below) depends on the Offer Type you select.
- Price Condition: If you want to set a minimum required amount for the Bundle Discount, turn on Enable Price Condition . Next, choose either Single or Multiple. Then, from the list, set the Price Condition and specify the amount.
- Offers: The options for Offers depend on the Offer Type you selected.
  - If you selected Save Certain Amount: Choose whether you want the Offer to be a Bundle Price or Discount, then specify the amount the customer saves.
  - If you selected Get Certain Item(s): Click on Set Offer. Then:
    1. Enter the name of the Offer.
    2. Choose the Included Category or the Included Item(s).
    3. Select the Default Offer.
    4. If you opted for Categories and the Offer applies to all the Items under the Category you selected, you can turn on Apply to All Items . Otherwise, specify the Offer per Item.

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 select Discount Type.
Select Bundle Discount. Then, click on + Add Bundle Discount.
Under Discount Image, click on Select Image.
Add the following discount information:
- Active: By default, Active is turned on . If the discount isn’t active yet, turn Active off .
- Discount Name: Enter the name of your discount.
- Receipt Name: Enter the name of the discount you’d like to appear on the receipt.
- Discount Description: Enter the description of the discount.
- Terms/Conditions: Enter the terms and conditions of the discount.
- Available Quantity: If you’d like to limit the number of times the discount can be used for the duration you set, enter the maximum number.
- Discount Code: If the discount has a Discount Code, enter the code.
- Auto Apply: If you want your discount to apply automatically when an order is placed, turn on Auto Apply .
Under Availability, add the following information:
- Available For: From the list, choose whether your discount applies to both Dine-in & Takeout, only Dine-in, or only Takeout.
- Takeout Option: From the list, choose whether your discount applies to both Pickup & Delivery, only Pickup, or only Takeout.
- Available: Set the Start and End dates.
- Time Slots: Click on + Add Time Slot. Then:
  - Time: By default, “00:00 to 23:59" is set on the clock. If you want your discount to only be available to use during a specific window of the day, specify the Start Time and End Time.
  - Days of the week: By default, all 7 days of the week are selected. If you want your discount to only be used on some days of the week, click on the day(s) to exclude them.
Scroll back to the top of the page, then click on Discount Detail.Then:
- Bundle Item(s):
  1. Enter the name of the Bundle Item.
  2. Enter the quantity of the item the customer has to reach to be able to avail of the Bundle Discount.
  3. Choose the Included Category and the Included Item.
  4. Then, from the list, choose an Excluded Category if there are Categories that you’d like to exclude from the Bundle Discount.
- Offer Type: For Buy All Bundle Item(s) to, select whether the customer can Save Certain Amount or Get Certain Items if they avail of the Bundle Discount.
  Note: The settings for Offers (check below) depends on the Offer Type you select.
- Price Condition: If you want to set a minimum required amount for the Bundle Discount, turn on Enable Price Condition . Next, choose either Single or Multiple. Then, from the list, set the Price Condition and specify the amount.
- Offers: The options for Offers depend on the Offer Type you selected.
  - If you selected Save Certain Amount: Choose whether you want the Offer to be a Bundle Price or Discount, then specify the amount the customer saves.
  - If you selected Get Certain Item(s): Click on Set Offer. Then:
    1. Enter the name of the Offer.
    2. Choose the Included Category or the Included Item(s).
    3. Select the Default Offer.
    4. If you opted for Categories and the Offer applies to all the Items under the Category you selected, you can turn on Apply to All Items . Otherwise, specify the Offer per Item.
At the top right, click on Save.

Use an existing discount to create a new discount

To use an existing discount to create a new discount, you have to duplicate the existing discount. Duplicating an existing discount helps reduce the effort of creating a new discount from scratch. When you duplicate an existing discount, it copies all of the information and settings set for that particular discount to a new discount. Then, once created, you can customize the discount to your to fit what you intend the new discount to have.

To duplicate an existing discount, follow the steps below:

Eats365 POS

Open the Eats365 POS app.
At the top left, tap Settings .
Under Settings, tap Discount, then select the type of discount you’d like to duplicate:
- Public Discount
- User App Discount
- Merchant Discount
- Merchant Discount (Member)
- Bundle Discount (Beta)
Find the discount you’d like to duplicate, then tap the three dots . Then, tap Copy to a new Discount .
Tip: To search for a specific discount you’d like to duplicate, at the top right, tap Search Coupon.
Note: Doing this creates a new discount with the same information and settings as the discount you duplicated.
Edit the fields and settings to fit the new discount. You can refer to the Create a discount section for more information on the different fields and settings you can edit.
At the top right, tap Save.

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, under Discount, select the type of discount you’d like to duplicate to a new discount:
- Public Discount
- Merchant Discount
- User App Discount
- Merchant Discount (Member)
- Bundle Discount
Find the discount you’d like to duplicate, then click on Copy .
Note: Doing this creates a new discount with the same information and settings as the discount you duplicated.
Tip: Use the Search field to search for the discount you’d like to duplicate.
Edit the fields and settings to fit the new discount. You can refer to the Create a discount section for more information on the different fields and settings you can edit.
At the top right, click on Save, then click 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 select Discount Type.
Select the type of discount you’d like to duplicate to a new discount:
- Public Discount
- Merchant Discount
- User App Discount
- Merchant Discount (Member)
- Bundle Discount
Find the discount you’d like to duplicate, then click on Copy .
Note: Doing this creates a new discount with the same information and settings as the discount you duplicated.
Tip: Use the Search field to search for the discount you’d like to duplicate.
Edit the fields and settings to fit the new discount. You can refer to the Create a discount section for more information on the different fields and settings you can edit.
At the top right, click on Save.

Manage discounts and promotions

Manage general discount settings

To change general discount settings, follow the steps below:

Eats365 POS

Open the Eats365 POS app.
At the top left, tap Settings .
Under Settings, tap Discount then General.
From this page, you can turn on or off the following settings based on your restaurant’s discount policies:
- Bundle Discounts
  - Allow item level Fixed Amount Discount to combine with Bundle Discount
  - Allow item level Percentage Discount to combine with Bundle Discount
  - Allow CRM Member Storewide Discount to combine with Bundle Discount
  - Allow CRM Member Rewards to combine with Bundle Discount
  - Apply Third Party Discount to Bundle Discount
  - Bundle Discount Offer Preference
    - Highest Offer allows the system to calculate all bundle combinations to achieve lowest price for an order.
    - Standard Offer results in standard discount offered. The system will not calculate for the biggest discount.
- Complimentary Item
  - Combo Option and Item Modifier Add-on Price is Complimentary
  - Service Charge is Waived in Complimentary Item

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, under Discount, click on General.
From this page, you can turn on or off the following settings depending on whether they apply to your restaurant’s discount policies:
- Bundle Discounts
  - Apply Open Amount to Bundle Discount
  - Apply Open Percentage to Bundle Discount
  - Apply Membership Storewide to Bundle Discount
  - Apply Membership Rewards to Bundle Discount
  - Apply Third Party Discount to Bundle Discount
  - Bundle Discount Offer Preference
    - Highest Offer allows the system to calculate all bundle combinations to achieve lowest price for an order.
    - Standard Offer results in standard discount offered. The system will not calculate for the biggest discount.
- Complimentary Item
  - Combo Option and Item Modifier Add-on Price is Complimentary
  - Service Charge is Waived in Complimentary Item

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 select General.
From this page, you can turn on or off the following settings depending on whether they apply to your restaurant’s discount policies:
- Bundle Discounts
  - Apply Open Amount to Bundle Discount
  - Apply Open Percentage to Bundle Discount
  - Apply Membership Storewide to Bundle Discount
  - Apply Membership Rewards to Bundle Discount
  - Apply Third Party Discount to Bundle Discount
  - Bundle Discount Offer Preference
    - Highest Offer allows the system to calculate all bundle combinations to achieve lowest price for an order.
    - Standard Offer results in standard discount offered. The system will not calculate for the biggest discount.
- Complimentary Item
  - Combo Option and Item Modifier Add-on Price is Complimentary
  - Service Charge is Waived in Complimentary Item

Edit a discount

To update a discount, follow the steps below:

Eats365 POS

Open the Eats365 POS app.
At the top-left, tap Settings .
Under Settings, tap Discount then select the type of discount you’d like to edit:
- Public Discount
- User App Discount
- Merchant Discount
- Merchant Discount (Member)
- Bundle Discount (Beta)
Tap the three dots , then find the discount you’d like to edit. Then tap Edit .
Tip: To search for a specific discount you’d like to modify, at the top right, tap Search Coupon.
Edit the discount. You can refer to the Create a discount section for more information on the different fields and settings you can edit.

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, under Discount, select the type of discount you’d like to edit:
- Public Discount
- Merchant Discount
- User App Discount
- Merchant Discount (Member)
- Bundle Discount
Find the discount you’d like to edit, then click on Edit .
Tip: To filter the discounts shown, you can use the Search field to search for the discount you’d like to edit.
Edit the discount. You can refer to the Create a discount section for more information on the different fields and settings you can edit.
At the top right, click on Save.

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 select Discount Type.
Select the type of discount you’d like to edit:
- Public Discount
- Merchant Discount
- User App Discount
- Merchant Discount (Member)
- Bundle Discount
Find the discount you’d like to edit, then click on Edit.
Tip: To filter the discounts shown, you can use the Search field to search for the discount you’d like to edit.
Edit the discount. You can refer to the Create a discount section for more information on the different fields and settings you can edit.
At the top right, click on Save.

Delete a discount

To remove a discount, follow the steps below:

Eats365 POS

Open the Eats365 POS app.
At the top-left, tap Settings .
Under Settings, tap Discount, then select the type of discount you’d like to delete:
- Public Discount
- User App Discount
- Merchant Discount
- Merchant Discount (Member)
- Bundle Discount (Beta)
Tap the three dots, then find the discount you’d like to delete. Then tap Remove.
Tip: To search for a specific discount you’d like to duplicate, at the top right, tap Search Coupon.

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, under Discount, select the type of discount you’d like to delete:
- Public Discount
- Merchant Discount
- User App Discount
- Merchant Discount (Member)
- Bundle Discount
Find the discount you’d like to delete, then click on Delete .
Tip: To filter the discounts shown, use the Search field to search for the discount you’d like to delete.

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 select Discount Type.
Select the type of discount you’d like to delete:
- Public Discount
- Merchant Discount
- User App Discount
- Merchant Discount (Member)
- Bundle Discount
Find the discount you’d like to delete, then click on Delete.
Tip: To filter the discounts shown, use the Search field to search for the discount you’d like to delete.
Click on Confirm to delete.

discounts create discounts types of discounts discount settings edit discount delete discount duplicate discount