Setting up discont rules in BackOffice

Discount rules define how discounts are applied in the cash register (POS). Every discount rule must belong to a campaign, but you can always add new rules to an existing campaign.

The campaign decides where its discounts apply:

• Entire company
• Specific sub-company
• Specific cost center

When creating a discount rule, you need to decide:

• Which advantage (the type of discount) it should give
• Which restrictions (conditions or limitations) it should have

Advantages & Restrictions

Advantages (what the discount gives)

Advantage	What it gives
Percent	e.g. 5% off
Amount	e.g. 5 kr off
Fixed price	set a new price for the selected article(s)
Giveaway percent	e.g. buy 3 sandwiches, get 10% off
Generate voucher	create a voucher for the customer
Price list	set new temporary prices for selected articles

Other advantages are:

• Total amount
• Total percent
• Threshold-based discount
• Purchase price
• Money per weight

Restrictions (where the discount applies)

You can limit the discount by adding restrictions such as:

• Mix of articles
• Specific articles
• Article groups
• Excluded articles (blacklist)
• Excluded groups (blacklist)
• Minimum total value

Creating a new discount rule

1. Sign in to BackOffice.
2. Go to Loyalty > Discount rules.
3. Press New in the top right corner.

4. Fill in the basic settings:
   • Choose a campaign
   • Enter a name for the rule
   • Set start and end date/time
   • Configure other settings as needed

Other settings explained:

• Priority
  • rules with a zero has no priority set
  • rules with a lower number override higher ones (useful if multiple rules affect the same articles)
• Number (Nr) – optional internal numbering
• Allow article combinations – discounts can apply to article combiantions as well
• Allow only B-price (takeaway) – restricts the discount to takeaway items
• Repeat – allow the discount multiple times in one purchase
• Cheapest – e.g. customer buys multiple items, the cheapest one is discounted/free
• Active – toggle to activate the rule (enabled by default)

5. Scroll down to add:

   • Advantages

   • Restrictions

     TIP

     Note: for some advantages such as 'pricelist', no restrictions are needed

6. Save your changes.

TIP

You may need to sign out and back in on your POS devic for new discounts to take effect.

Editing an existing discount rule

1. Sign in to BackOffice.
2. Go to Loyalty > Discount rules.
3. Locate your discount rule, for example using the search bar. Select it and click the pen (edit) button in the top right corner.
4. In the editor view:
   • Update the settings as needed
   • Press Save