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# 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](#3-how-to-add-or-create-a-discount-dashboard)
* [How to Add or Create a Discount - POS](#3-how-to-add-or-create-a-discount-pos)


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### How to Add or Create a Discount - Dashboard

${youtube}[How to add or create a discount](mZMH57m7YKA)


---
 

**Step 1:** Access the **Discount Section** on your eatOS dashboard, navigate to the left side navigation bar, and tap on **Menu Management**

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_4h4xd8.png)

**Step 2:** To get started, on to the **Menu Management** section tap on the **Discount** option.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_16v394j.png)

**Step 3:** Create a New Discount by tapping on the **+ New Discount** button to begin creating a new discount.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_rqupwz.png)

**Step 4:** Enter Details 

* Fill in the required information for your discount. Here's a breakdown of the information you need to provide:

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_b634f0.png)

| 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. |

|| **Note: Please do make sure to fill out all the fields that have an asterisk (*), as it is mandatory for the discount to be saved**

**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.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_1hck19d.png)

---

### How to Add or Create a Discount - POS

### Accessing Discount Settings

1. Navigate to the **Payments** Section:

* Select Payments in your POS system to access payment-related options such as Gratuity, Taxes, Discounts, and more
    ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXflSR1QBFT_rLhFLyPaxDDQRQ0I2SvnDFVV3ngGPKEniuaN-0k_obNemo3ICzBy9bkvmemz30igCSiev2lN4GipRkOxryv2TvVTSkHdviFCJdxp9lwJVojslk01O3p-xvq6u8CsLA?key=zshwFWphyjWfugaUYQSEZuaK)

2. Select Discounts:

* Click on Discounts to manage available discount configurations.

![](https://storage.crisp.chat/users/helpdesk/website/-/7/4/2/6/74260be74e639800/image_1y6feoo.png)

---

### Configure Discounts

Within the Discounts section, you can define and apply various discounts:

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXc7REUrAyNXtUQ3hSAsx--T4Fox-JkNt5-IODvcBu_kbqvuRZl-8Soi-yHQaaG3K2IDxHGl85AmkDef9D3HfN-3eMqUkup14UM6gkN2zpKF8vspMPdmX47oztY3kikwCbBPMz4q?key=zshwFWphyjWfugaUYQSEZuaK)

* **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

    ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdrlvOwsWFmH3PAXMAI3gE8-rTxIdxBfBdb-m6B1ufznP14L7_62iV3MhZKDfAEn9xg-XuneKylTPnTXp0F_kntmXcKz9ENr9qDQza1QIOH9d9mHblC8NgvaAnArirHU0v9oOVi?key=zshwFWphyjWfugaUYQSEZuaK)

* Complete the fields:

    ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXco7VFFoVxQBVKpBu_8fX3m6gJmXftQqe_-L_ksaxgvdZ57myg1bMTpC_X-6I4SIVqXnB7_cvXJ-gkRKyrO79pXj5k-u3jDILSfH3gCTioE1nmOK_RulwP4UZQ14zcbnOkYJT7A?key=zshwFWphyjWfugaUYQSEZuaK)

* **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.

![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXcSr_3Tva_CbpzDdkvj9jk38XYcgDSD8HYalnpBm3TYAVmBRiY3I0LE_IZL6N5NcwHYqR7RRjmrfYOiDs0DOL-_VKgiaU78rPP9ASjlAWrrr_f9fmVdMuuV_viaYXVlXDzcUb34?key=zshwFWphyjWfugaUYQSEZuaK)


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