1. Navigate to “Discounts” #

1. Log in to your restaurant management system.
2. In the sidebar, click Sales.
3. Under Sales, select Discounts.
4. The discounts page will open showing:
   • A header showing “All your discounts” with total count.
   • A data table displaying all configured discount offers.
   • Export options and management tools for handling discount campaigns.
   • Action buttons for creating, editing, and managing discounts.

2. Understanding Discount Types #

Discounts are promotional offers that reduce prices for customers. They include:

• Percentage Discounts – Reduce prices by a percentage (e.g., 20% off).
• Fixed Amount Discounts – Reduce prices by a fixed amount (e.g., $10 off).
• Category Discounts – Apply to specific product categories (e.g., Breakfast items).
• Brand Discounts – Apply to specific brands or suppliers.
• Location-Specific – Valid only at certain restaurant locations.
• Time-Limited – Active only during specified date ranges.

Discounts help attract customers, increase sales, and manage inventory.

3. Create New Discount #

1. Click the purple + Add button (top-right corner).
2. Fill in the discount creation form with:
   • Name – Descriptive name for the discount (e.g., “Monday Discount”).
   • Start Date & Time – When the discount becomes active.
   • End Date & Time – When the discount expires.
   • Discount Amount – Percentage or fixed amount value.
   • Priority – Order of application when multiple discounts apply.
   • Brand – Specific brand if applicable.
   • Category – Product category for targeted discounts.
   • Products – Specific products if not category-wide.
   • Location – Restaurant location where discount is valid.
3. Save the discount to make it available for use.

4. Manage Table Display Options #

1. Show entries – Select how many discounts to display per page (10, 25, 50, 100).
2. Export Options – Use the action buttons:
   • Export to CSV – Download discounts data as CSV file.
   • Export to Excel – Download as Excel spreadsheet.
   • Print – Print the current discounts list.
   • Column visibility – Show/hide specific columns in the table.
   • Export to PDF – Generate PDF report of discounts.
3. Use the Search box (top-right) for quick filtering by discount name or details.

5. Understanding Table Columns #

6. Discount Actions Menu #

Each discount row has an Action dropdown with options:

• Edit – Modify discount details, dates, amounts, or conditions.
• View – Open detailed discount information in read-only mode.
• Duplicate – Create a copy of the discount for similar campaigns.
• Activate/Deactivate – Enable or disable the discount temporarily.
• Delete – Remove discount permanently (with confirmation prompt).
• Usage Report – View statistics on how often discount was used.
• Export Details – Download specific discount information.

7. Sort and Navigate Discount Data #

1. Column Sorting – Click on column headers to sort data:
   • First click: Sort ascending (A-Z, earliest to latest).
   • Second click: Sort descending (Z-A, latest to earliest).
   • Third click: Remove sorting.
2. Pagination – Use the bottom navigation:
   • Previous – Go to previous page of results.
   • Next – Go to next page of results.
   • Page numbers show current position (e.g., “1” of total pages).
3. Results Info – Bottom shows “Showing 1 to 1 of 1 entries” for context.

8. Bulk Discount Management #

1. Select Multiple Discounts – Use checkboxes to select multiple discounts.
2. Bulk Actions – Apply actions to selected discounts:
   • Bulk Delete – Remove multiple discounts at once.
   • Bulk Activate – Enable multiple discounts simultaneously.
   • Bulk Deactivate – Disable multiple discounts at once.
   • Bulk Export – Export selected discounts only.
3. Select All – Use header checkbox to select all visible discounts.

9. Discount Priority System #

When multiple discounts apply to the same item, priority determines application order:

• Priority 1 – Highest priority, applied first.
• Priority 2, 3, etc. – Applied in numerical order.
• Same Priority – System applies the discount with higher value.
• Stacking Rules – Configure whether discounts can combine or override.

Example: If “Monday Discount” (Priority 1, 20%) and “Category Discount” (Priority 2, 15%) both apply, the 20% discount is applied first.

10. Best Practices for Discount Management #

• Clear Naming – Use descriptive names that indicate purpose and timing.
• Set Expiration Dates – Always define end dates to prevent indefinite discounts.
• Monitor Usage – Track discount usage to measure effectiveness.
• Strategic Timing – Schedule discounts during slow periods to boost sales.
• Category Focus – Target specific categories to move slow inventory.
• Priority Planning – Set priorities to control discount stacking behavior.
• Regular Review – Audit active discounts weekly to remove expired offers.
• Staff Training – Ensure staff understand how to apply and explain discounts.

11. Discount Campaign Examples #

12. Troubleshooting Discount Issues #

13. Discount Analytics and Reporting #

• Usage Statistics – Track how often each discount is applied.
• Revenue Impact – Calculate total discount amounts given.
• Customer Response – Monitor sales increases during discount periods.
• Product Performance – Identify which items benefit most from discounts.
• Time Analysis – Determine optimal discount timing and duration.
• Location Comparison – Compare discount effectiveness across locations.
• ROI Calculation – Measure return on investment for discount campaigns.

14. Done! 🎉 #

You can now create, manage, and optimize discount campaigns to boost sales and attract customers. Use strategic discounting to increase revenue while maintaining profitability!