Part 4: Setting up Customized Discounts

Set up a customized discount without the need for rewards points, but with member group requirements: Navigate to Menu > Pricing > Customized Discount > Add New Discount.

Enter the name for the discount in the provided field.

Switch the toggle to select either amount or percentage for the discount type.

Enter the discount value to apply.

Select the desired member group from the dropdown menu to apply the discount. By choosing a specific group, the discount will appear at the POS only if the member belongs to the chosen group.

Click the 'SAVE' button to apply the current discount settings. Now, let's jump into the POS to review how it will look like.

Select 'POS Sales' from the menu.

Now, overserve how the discount created is hidden when no members are added. Add an item to the cart.

Click on Balance Due button.

Click on Apply Discount button.

Observe that the Customized Discount isn't appearing on the list. This occurs because no members from the group are linked to the order.

Let's take a look at how it appears when a group member is linked to the order. Click on the 'Search Member' button to find a specific member in the system.

Press 'START ORDER' to start transaction for the selected member.

Go to the discount options.

With the group member added to the cart, the customized discount available for that member is displayed.

Click 'APPLY' to confirm the discount and proceed with the order.

Now, let's jump into the process of creating customized discounts with rewards points requirements and deduction. Navigate to Menu > Pricing > Customized Discount.

Click the pencil icon to modify discount details, or create a new discount.

Select 'Yes' to activate reward points.

Provide the number of rewards points required to obtain the discount. This amount will also be the total points deducted at the time of redemption.

Click the 'SAVE' button to confirm your discount settings and apply changes.

We will now guide you through the process of redeeming a customized points discount, including the applicable rewards points threshold and deduction. Please select 'POS Sales'.

Click the 'SEARCH MEMBER' button to begin the process of locating a member within the system.

From this section, current rewards points of the member is displayed.

Click 'START ORDER' to begin the purchase process for the selected member.

Add Products and Navigate to Discount Section. Click 'APPLY DISCOUNT'.

From the Customized Discount List, see the applicable discount options for that member. For example: select the 'Bronze Member 10% OFF' option to apply a customized discount.

Select the "Apply" button. After discount is applied, the points used will be deducted.