Discounts
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 set 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 platform(s) 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
- Log in to the Eats365 POS.
- At the top left, tap Settings
. - Under Settings, tap Discount. Then, tap General.
- 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 from incurring 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.- Restrict Repeated 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.
- Bundle Discounts
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 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 from incurring 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. - Restrict Repeated 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.
-
Limit one Discount per Order: Sets a restaurant-wide limit of one discount per order.
- Bundle Discounts
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.
- 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 from incurring 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. - Restrict Repeated 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.
-
Limit one Discount per Order: Sets a restaurant-wide limit of one discount per order.
- Bundle Discounts
Create a discount
To create a discount, follow the steps below:
Note: The steps below don’t apply to Bundle Discounts. To learn about bundle promotions, refer to Create and manage bundle promotions.
Eats365 POS
- Log in to the Eats365 POS.
- At the top left, tap Settings .
- Under Settings, tap Discount. Then, select the type of discount that you’d like to create:
- Public Discount
- User App Discount
- Merchant Discount
- Merchant Discount (Member)
- At the top right, tap Add Discount. You’ll be directed to the Basic Information page.
- Under Discount Preview, select an available coupon design for the discount or tap Upload Image to upload a custom image.
- By default, Active is turned on. If your discount isn’t active yet, turn off Active .
- Add the following discount information:
Tip: If your restaurant uses the multi-language menu function, tap the Language drop-down list, 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
- 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.
- To allow the discount to be used on pre-orders, toggle on Enable Preorder .
Note: This setting is not available for the Catering service type. - 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 .
- Tap the Specific Service Type drop-down menu, 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.
- (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.
- For reporting purposes, enter a Reporting ID.
- 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.
- 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: By default, “00:00 to 23:59" is set on the clock. To set the discount to only be available to use during a specific window of the day, set your preferred Start Time and End Time.
- Day: By default, all seven days of the week are included. To set the discount to only be available for use on select days, tap the day to exclude it.
- Once you’ve added the discount’s availability, at the top left, tap Back
to return to the Basic Information page. - At the top, tap Discount Details.
- Under Offers, tap Add Offer.
Tip: You can add more than one offer per discount. - Select an Offer Type. Then, tap Confirm. The Offer Type determines the promotion 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
.
- To delete an Offer Type, click on Delete
- Once you’re done adding offers, under Conditions, click on Add Condition.
Tip: You can add more than one condition per discount. - Select a Condition Type. The Condition Type determines the requirements that customers must meet to be eligible for the discount.
- Item: Select an item. Then, next to Min Quantity, enter the minimum quantity that customers must reach 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 that customers must reach from the selected category to get the discount.
- Quantity: Enter the minimum quantity of any menu item that customers must reach to get the discount.
-
Party Size
- Enter the minimum party size required to be eligible for the discount.
- To set a maximum party size, enable Limit Maximum Party Size . Then, enter the maximum party size allowed to be eligible for the 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 that you’d like to create:
- Public Discount
- Merchant Discount
- User App Discount
- Merchant Discount (Member)
- 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.
- Under Discount Image, click on Select Image.
- By default, Active is turned on. If your discount isn’t active yet, turn off Active .
- 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 same information in that language.- Discount Name
- Receipt Name (As appears on the receipt)
- (Optional) Available Quantity
- Discount Description
- Terms / Conditions
- (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.
- For reporting purposes, enter an Item Code (Reporting).
- 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.
- 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.
- 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 .
- To allow the discount to be used on pre-orders, under Availability, turn on Available for Pre-order .
Note: This setting is not available for the Catering service type. - 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.
- 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: By default, “00:00” and “23:59” are set on the clock. To set the discount to only be available to use during a specific window of the day, set your preferred Start Time and End Time.
- Repeat: By default, all seven days of the week are included. To set the discount to only be available for use on select days, click on the day to exclude it.
- At the top, click on Discount Details.
- Under Offer, click on Select Offer Type.
Tip: You can add more than one offer per discount. - From the list, select an Offer Type. Then, click on + Add. The Offer Type determines the promotion 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.
- Once you’re done adding offers, under Conditions, click on Add Condition.
Tip: You can add more than one condition per discount. - Select a Condition Type. The Condition Type determines the requirements that customers must meet to be eligible for the discount.
- Item: Select an item. Then, next to Min Quantity, enter the minimum quantity that customers must reach 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 that customers must reach from the selected category to get the discount.
- Quantity: Enter the minimum quantity of any menu item that customers must reach to get the discount.
-
Party Size
- Enter the minimum party size required to be eligible for the discount.
- To set a maximum party size, enable Limit Maximum Party Size . Then, enter the maximum party size allowed to be eligible for the 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 the type of discount that you’d like to create:
- Public Discount
- Merchant Discount
- Online Ordering Discount
- Merchant Discount (Member)
- 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.
- Beside Discount Image, click on Browse
. - Enable Active to activate the discount upon saving. If Active is off, the discount can’t be used.
- 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
- (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.
- For reporting purposes, enter an Item Code (Reporting).
- 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.
- 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.
- 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 .
- To allow the discount to be used on pre-orders, under Availability, turn on Available for Pre-order .
Note: This setting is not available for the Catering service type. - 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.
- 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: By default, “00:00” and “23:59” are set on the clock. To set the discount to only be available to use during a specific window of the day, set your preferred Start Time and End Time.
- Repeat: By default, all seven days of the week are included. 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.
- At the top, click on Discount Detail.
- Under Offer, click on Select Offer Type.
Tip: You can add more than one offer per discount. - From the list, select an Offer Type. Then, click on Add. The Offer Type determines the promotion 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.
- Once you’re done adding offers, under Conditions, click on Add Condition.
Tip: You can add more than one condition per discount. - Select a Condition Type. The Condition Type determines the requirements that customers must meet to be eligible for the discount.
- Item: Select an item. Then, next to Min Quantity, enter the minimum quantity that customers must reach 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 that customers must reach from the selected category to get the discount.
- Quantity: Enter the minimum quantity of any menu item that customers must reach to get the discount.
-
Party Size
- Enter the minimum party size required to be eligible for the discount.
- To set a maximum party size, enable Limit Maximum Party Size . Then, enter the maximum party size allowed to be eligible for the discount.
- At the top right, click on Save.
Use the guide below to set a discount’s offer(s):
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.
- Enter the percentage that you’d like to deduct from the bill.
- (Optional) Exclude select items from getting the discount:
- Tap Excluded Items
. - At the top right, tap Add Category or Add Items, then select the category or items that you’d like to exclude.
- Tap Back to go back to the Discount Details page.
- Tap Excluded Items
Whole Bill Discount (Amount)
Deducts a certain 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.
- Enter the amount that you’d like to deduct from the bill.
- (Optional) Exclude select items from getting the discount:
- Tap Excluded Items.
- At the top right, tap Add Category or Add Items, then select the category or items that you’d like to exclude.
- Tap Back to go back to the Discount Details page.
- Tap Excluded Items
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 $60 worth of items from the participating category, then 50 percent of $60 or $30 will be deducted from the total worth of participating items.
- Select a category.
- Enter the percentage that you’d like to deduct from a participating item’s price.
- (Optional) Exclude select items from getting the discount:
- Tap Excluded Items.
- At the top right, tap Add Category or Add Items, then select the category or items you’d like to exclude.
- Tap Back to go back to the Discount Details page.
- Tap Excluded Items
Category Discount (Amount)
Deducts a certain 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 $50 which includes $25 worth of participating items, $10 will be deducted from the total worth of participating items.
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.
- Select a category.
- Enter the amount that you’d like to deduct from a participating item’s price.
- (Optional) Exclude select items from getting the discount:
- Tap Excluded Items.
- At the top right, tap Add Category or Add Items, then select the category or items you’d like to exclude.
- Tap Back to go back to the Discount Details page.
- Tap Excluded Items
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.
- Select an item.
- Enter the percentage that you’d like to deduct from the price of the participating item.
Item Discount (Amount)
Deducts a certain 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.
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.
- Select an item.
- Enter the amount you’d like to deduct from the price of the participating item.
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.
- Select an item to make complimentary.
- Enter the quantity.
Third Party
Used for tagging and reporting purposes only. No information is required for this discount type and appears as “0” when applied to an order.
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.
Category Discount (Amount) - 1 Item Only
Deducts a certain amount from one participating item, regardless if the customer orders multiple items from the participating category.
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.
- Select a category.
- Enter the amount that you’d like to deduct from the price of participating item.
- (Optional) Exclude selected items from getting the discount:
- Tap Excluded Items.
- At the top right, tap Add Category or Add Items, then select the category or items that you’d like to exclude.
- Tap Back to go back to the Discount Details page.
- Tap Excluded Items
Item Discount (Amount) - 1 Item Only
Deducts a certain 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.
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.
- Select an item.
- Enter the amount that you’d like to deduct from the price of participating item.
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.
- Enter the percentage that you’d like to deduct from the bill.
- (Optional) Exclude select items from getting the discount.
Whole Bill Discount (Amount)
Deducts a certain 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.
- Enter the amount you’d like to deduct from the bill.
- (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.
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 $60 worth of items from the participating category, then 50 percent of $60 or $30 will be deducted from the total worth of participating items.
- Next to Category, click on the drop-down list. Then, choose a category.
- Enter the percentage you’d like to deduct from a participating item’s price.
- (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.
Category Discount (Amount)
Deducts a certain 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 $50 which includes $25 worth of participating items, $10 will be deducted from the total worth of participating items.
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.
- Next to Category, click on the drop-down list. Then, choose a category.
- Enter the amount you’d like to deduct from a participating item’s price.
- (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.
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.
- Next to Category, click on the drop-down list. Then, choose the category under which the item you intend to add is located.
- Next to Item, click on the drop-down list. Then, select an item.
- Enter the percentage you’d like to deduct from the price of the participating item.
Item Discount (Amount)
Deducts a certain 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.
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.
- Next to Category, click on the drop-down list. Then, choose the category under which the item you intend to add is located.
- Next to Item, click on the drop-down list. Then, select an item.
- Enter the amount you’d like to deduct from the price of the participating item.
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.
- Next to Category, click on the drop-down list. Then, choose the category under which the item you intend to add is located.
- Next to Item, click on the drop-down list. Then, select an item to make complimentary.
- Enter the quantity.
Third Party
Used for tagging and reporting purposes only. No information is required for this discount type and appears as “0” when applied to an order.
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.
Category Discount (Amount) - 1 Item Only
Deducts a certain amount from one participating item, regardless if the customer orders multiple items from the participating category.
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.
- Next to Category, click on the drop-down list. Then, choose a category.
- Enter the amount you’d like to deduct from the price of the participating item.
- (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.
Item Discount (Amount) - 1 Item Only
Deducts a certain 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.
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.
- Next to Item, click on the drop-down list. Then, select an item.
- Enter the amount you’d like to deduct from the price of the participating item.
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.
- Enter the percentage you’d like to deduct from the bill.
- (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.
Whole Bill Discount (Amount)
Deducts a certain 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.
- Enter the amount you’d like to deduct from the bill.
- (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.
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 $60 worth of items from the participating category, then 50 percent of $60 or $30 will be deducted from the total worth of participating items.
- Next to Category, click on the drop-down list. Then, choose a category.
- Enter the percentage you’d like to deduct from a participating item’s price.
- (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.
Category Discount (Amount)
Deducts a certain 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 $50 which includes $25 worth of participating items, $10 will be deducted from the total worth of participating items.
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.
- Next to Category, click on the drop-down list. Then, choose a category.
- Enter the amount you’d like to deduct from a participating item’s price.
- (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.
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.
- Next to Category, click on the drop-down list. Then, choose the category under which the item you intend to add is located.
- Next to Item, click on the drop-down list. Then, select an item.
- Enter the percentage you’d like to deduct from the price of the participating item.
Item Discount (Amount)
Deducts a certain 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.
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.
- Next to Category, click on the drop-down list. Then, choose the category under which the item you intend to add is located.
- Next to Item, click on the drop-down list. Then, select an item.
- Enter the amount you’d like to deduct from the price of the participating item.
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.
- Next to Category, click on the drop-down list. Then, choose the category under which the item you intend to add is located.
- Next to Item, click on the drop-down list. Then, select an item to make complimentary.
- Enter the quantity.
Third Party
Used for tagging and reporting purposes only. No information is required for this discount type and appears as “0” when applied to an order.
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.
Category Discount (Amount) - 1 Item Only
Deducts a certain amount from one participating item, regardless if the customer orders multiple items from the participating category.
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.
- Next to Category, click on the drop-down list. Then, choose a category.
- Enter the amount you’d like to deduct from the price of the participating item.
- (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.
Item Discount (Amount) - 1 Item Only
Deducts a certain 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.
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.
- Next to Item, click on the drop-down list. Then, select an item.
- Enter the amount you’d like to deduct from the price of the participating item.
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. Duplicating a discount copies the original information of the discount into a new discount, reducing 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
- Log in to the Eats365 POS.
- At the top left, tap Settings .
- 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)
- 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. - Configure the discount settings to fit the new discount. To learn more about discount settings, refer to the Create a discount section.
- Once done, 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 that you’d like to duplicate:
- Public Discount
- Merchant Discount
- User App Discount
- Merchant Discount (Member)
- 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. - Configure the discount settings to fit the new discount. To learn more about discount settings, refer to the Create a discount section.
- Once done, 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
- Online Ordering Discount
- Merchant Discount (Member)
- 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 use the search bar or Availability and Status filters to find an existing discount easier. - Configure the discount settings to fit the new discount. To learn more about discount settings, refer to the Create a discount section.
- Once done, at the top right, click on Save.
Manage discounts
Edit a discount
To modify a discount, follow the steps below:
Eats365 POS
- Log in to the Eats365 POS.
- At the top-left, tap Settings .
- 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)
- 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. - Update the discount.
- Once done, 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 that you’d like to edit:
- Public Discount
- Merchant Discount
- User App Discount
- Merchant Discount (Member)
- 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. - Update the discount.
- Once done, 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
- Online Ordering Discount
- Merchant Discount (Member)
- 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. - Update the discount.
- Once done, at the top right, click on Save.
Delete a discount
To remove a discount, follow the steps below:
Eats365 POS
- Log in to the Eats365 POS.
- At the top left, tap Settings .
- 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)
- 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. - Tap Delete 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, under Discount, select the type of discount that you’d like to delete:
- Public Discount
- Merchant Discount
- User App Discount
- Merchant Discount (Member)
- 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. - Click on Confirm 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 that you’d like to delete:
- Public Discount
- Merchant Discount
- User App Discount
- Merchant Discount (Member)
- 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. - Click on Confirm to delete.