How to Create and Manage Discounts
Introduction
Harness the potential of discounts to not only attract customers but also supercharge your sales. This comprehensive guide will lead you through the process of seamlessly adding or creating discounts in your account. Dive into the following instructions to effortlessly set up diverse discount types for your products or services, ensuring a dynamic and compelling approach to enhancing your business.
Table of Contents
How to Add or Create a Discount - Dashboard
Step 1: Access the Discount Section on your eatOS dashboard, navigate to the left side navigation bar, and tap on Menu Management
Step 2: To get started, on to the Menu Management section tap on the Discount option.
Step 3: Create a New Discount by tapping on the + New Discount button to begin creating a new discount.
Step 4: Enter Details
- Fill in the required information for your discount. Here's a breakdown of the information you need to provide:
FIELD | ACTION |
|---|---|
Discount Name* | Name of the discount i.e., Employee discount, Promotional discount, Happy hour |
Discount Value* | Value or amount of the discount to be applied. |
Discount Type* | If calculating the discount in percentage, select % Percentage. If calculating the discount in amount, select $ Dollar. |
Require PIN? | If enabled, it will require an employee to enter a PIN to apply a discount to the transaction. |
Apply auto discount? | If enabled, set a duration for the discount to be available. |
Applicable products | Select the applicable products for the discount. |
Step 5: Saving the Discount
- After filling out the needed information, navigate to the bottom of the screen and tap on Save to keep the changes and enable the discount. And if you decide to not proceed with the discount, tap on the Cancel button.
How to Add or Create a Discount - POS
Accessing Discount Settings
- Navigate to the Payments Section:
- Select Payments in your POS system to access payment-related options such as Gratuity, Taxes, Discounts, and more
- Select Discounts:
- Click on Discounts to manage available discount configurations.
Configure Discounts
Within the Discounts section, you can define and apply various discounts:
- Discount Name: Enter a recognizable name for the discount (e.g., Employee Discount).
- Amount: Specify the discount amount or percentage.
- Require Manager PIN: Specify if a manager’s PIN is needed or apply this discount.
- Applicable Products: Choose the products or services eligible for the discount.
Adding a New Discount
To create a new discount, follow these steps:
- Click the Plus icon
- Complete the fields:
- Name: Provide a name for the discount.
- Discount: Define the discount value, whether it's a fixed amount or a percentage.
- Discount Type: Choose between a Percentage or Fixed Amount.
- Applicable Products: Choose applicable items.
- Require Manager PIN: Enable if managerial approval is needed.
Scheduling Discounts
Configure Scheduled Discount Availability:
- Toggle the option: Toggle this option to activate scheduling for the discount.
- Start and End Dates: Set the duration for which the discount is valid.
- Select Time: Schedule the discount to be active on certain days or times.
Updated on: 02/13/2026
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