Connect - Discounts (Options Menu)

What is a Discount?

A Discount is deduction of cost for customers typically used for special events or deals on items sold on the POS. For example: 10% off Hotdogs or $1.00 of a combo meal. 

Note: These discounts are for use with Classic Activate only. Please see Connect - Discounts Module for Activate X. 

How to create a new Discount

1. Login to Connect and, search for the venue name or id.

2. Log in to Connect and click on Options on the left side menu.

3. Select Discounts from the menu.

4. Click Create in the upper right corner. 

1. Enter the Name, Value, Level, Display as Button, Type and Status.
2. Select Save.
   
   

Tax Options for Discounts

Tax Per Item Venue

Tax Per Item venues will use the Is Taxable option within the discount to control whether the tax is applied before or after the discount. 

Non-Tax Per Item Venue

If Tax Per Item is not enabled, the discount tax settings are controlled in the Vendor Roles.

Discount Details

If you click on a specific Discount, you will be able to edit the settings.

• Name: The name of the discount.
• Reference ID: The Discount Reference ID can include numbers and letters.
• Type: It can be 'Percentage' (Ex: 20% off), 'Flat' (Ex: $1 off), or 'Custom' (Ex: $5 off when you spend $10).
• Value: The value of the discount.
• Level: Discount on an 'Item' or on the entire 'Order.'
• Status: Set the discount as Active or Inactive.
• Display as button: Enabling show a button for the discount during checkout.
• Requires Manager PIN: A Manager PIN should be entered in order for a discount to be applied. 
• Apply Tax Before Discount: Set to YES to tax the item/order on the total prior to discounts.
  • Set to NO for the tax to be calculated after the discount is applied on the reduced total.
  • If the discount is for 100% off and the item/order total should be zero, this option needs to be set to NO. 
• Require Code: Enabling will allow customers to scan or manually enter Discount Codes at the Kiosk.
  • Note: This function is only used in Interact. 

How to Assign a Discount to a Vendor

1. Login to Connect and click on Options on the left side menu.
2. Select Discounts from the menu.
3. Select a Discount to edit.
4. Click on the Assigned Vendor tab.
5. Click on Add Vendor.
6. Click Assign or Unassign next to the vendor.

How to assign a Discount to a Category

1. Login to Connect and click on Options on the left side menu.
2. Select Discounts from the menu.
3. Select a Discount to edit.
4. Click on the Assigned Categories tab.
5. Then Assign or Unassign a specific category group like Food, Snacks, etc.

How to assign a Discount to an item

1. Login to Connect and click on Options on the left side menu.
2. Select Discounts from the menu.
3. Select a Discount to edit.
4. Click on the Assign Items tab.
5. Click on Add Item.
6. Search for the item and select Assign or Unassign.

How to create a code for a Discount

1. Login to Connect and click on Options on the left side menu.
2. Select Discounts from the menu.
3. Select a Discount to edit.
4. Click on the Codes tab.
5. Click on Add Code.
6. Add the barcode that will be scanned to apply the discount.
7. Set the limit of how many times the code can be used (leave blank for unlimited usage).