After creating a discount or markup, it must be assigned usage rules: 

  • Automatically
  • Allow
  • Restrict.

If no specific rule has been selected for a discount or markup, by default it is considered allowed to be used.

Setting up Discounts and Markups Usage

To configure the usage of discounts and markups:

  1. Go to menu Money > Usage of Discounts and Markups

  2. On the left side in the row with discounts and markups select the required one
  3. Make sure the correct restaurant is chosen if you have several 
  4. Select one of the necessary rules listed in the left field for a particular discount and drag it to the right-hand field. The configuration fields will appear
  5. In the Inspector field on the right there will be objects which can be appointed as conditions of the rule. Fill them out if needed
  6. Save changes.

Restrictions on Automatic Discounts

  • The effect of the Automatically and Restrict rules is overridden by an assigned Allow rule
  • A rule cannot be applied to discounts or markups with application area set On Dish (menu item) or On Seat
  • For discounts and markups with active Changeable Value setting, the value of the discount cannot be changed. It will be calculated based on the used Detail Level of the discount or markup. Its value can only be modified during manual application
  • Automatically rule assigns a discount with lower code among two non-freely combinable discounts i.e., those without activated Combine Any option
  • An Automatically-appointed discount works only within packages where automatic assignment rules apply, hence manually assigned discount values may differ

Manual Discount Restrictions

  • If the setting Restrict Manual is active for a discount or markup, it cannot be manually assigned at the cash register by any employees regardless of usage rules.

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