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Automatic discounts vs Discount Codes

Updated over a month ago

Overview

Apply discounts automatically based on order conditions or allow customers to apply codes at checkout. Set up automatic discounts in Selling Tools for immediate application, or generate unique discount codes in Wallet for customer use.

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Set Up Automatic Discounts

Navigate to Selling Tools

Access Selling Tools from your dashboard to configure automatic discounts.

Access Basket Discounts & Fees

Select "Basket discounts & fees" within Selling Tools to manage automatic discounts and service fees.

Add New Automatic Discount

Click "Add automatic discount" to open the configuration form for a new discount rule.

Define Discount Name and Menu

Enter a recognizable name for the discount and select the menu where it will be applied. This ensures the discount appears only where intended.

Set Discount Amount and Type

Specify the discount value and choose between a fixed amount or a percentage to define the customer savings.

Specify Minimum Order Threshold

Enable "Set a minimum order amount" and enter the required value. This ensures the discount applies only to orders meeting the minimum purchase requirement.

Configure Product-Specific Automatic Discounts

Enable Specific Product Discount

Activate the "Only for specific products" toggle to restrict the automatic discount to selected items.

Select Discounted Product

After enabling "Only for specific products," choose the items that will receive the discount from the available list.

Define Required Products for Discount

Enable "Requires specific products" and select the items that must be present in the order for the discount to be applied. This triggers the discount based on the inclusion of specific products.

Required vs. Discounted

Understand the difference: 'Requires specific products' triggers the discount, while 'Only for specific products' determines which items receive the discount.

Save Automatic Discount Configuration

Click "Save" to finalize the automatic discount setup and activate it on your menu.

Create Discount Codes

Navigate to Wallet

Access Wallet from your dashboard to manage discount codes.

Access Discount Codes Section

Within Wallet, navigate to "Discount codes" to view existing codes and create new ones.

Initiate Discount Code Creation

Click "Add discount code +" or "Create discount group +" to open the form for defining a new discount code.

Define Discount Code Details

Enter an internal name for tracking and specify the customer-facing code (e.g., "STAFFDISCOUNT").

Set Discount Amount and Type

Specify the discount value and choose between a fixed amount or a percentage to determine customer savings when the code is used.

Configure Discount Code Usage Limits

Enable "Has general usage limit" and enter the maximum number of times the code can be redeemed to control its total usage.

Set Discount Code Validity Period

Set Discount Code Validity Dates

Enable "Only valid within a certain period" and select the "Valid from" and "Valid until" dates to define the active timeframe for the discount code.

Link Discount Code to Time Slot

Enable "Link a time slot" and configure the desired hours of operation to restrict the discount code's usability to specific times of the day.

Save Discount Code Settings

Click "Save" to finalize the discount code configuration and make it available for customer use.

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