Apply a Discount

Overview

Staff can now apply discounts directly in the Charge Customer window — for example to comp an item after a service issue, honor a price match, or apply a manager-approved courtesy discount. You can discount a single item in the cart or apply one discount to the whole order. Every discount requires a short reason, which is saved with the order for reporting.

Key points about this feature:

• You can discount one item or the whole order (percent off, or a fixed amount off) — but not both on the same order
• A Reason is always required and is stored with the order — it is visible to staff on the order details, but Customers never see it
• A manual discount replaces any automatic discount (such as a member discount) on that item — the two do not stack
• Discounts can never bring an item below free ($0)

Discount a Single Item

• Open the Charge Customer window (for example, from the cart on the Shop page)
• Find the item in the cart and click the Apply discount link below its name
• Choose Percentage or Amount from the dropdown, then enter the value
• Enter a Reason (required)
• Click Apply

The discount appears as gray text below the item's name, including the reason (for example, 20% discount (price match) or $5 discount (service issue)). To remove the discount, click the x next to it.

PLEASE NOTE: If the item quantity is more than one, the discount applies to every unit of that item.

Discount the Whole Order

• Open the Charge Customer window and add the items to the cart
• Below the Subtotal row, click the Apply discount link
• Choose Percentage or Amount from the dropdown, then enter the value
• Enter a Reason (required)
• Click Apply

The order summary now shows a Discounts row with the percentage and reason, and the total updates automatically. To remove it, click the x next to the Discounts row.

Tips

• An order can have item discounts or one order-wide discount, never both. If a discount already exists at the other level, the popover asks you to clear it first — see Updated Manual Discount Controls
• Some older product types cannot be discounted; the Apply discount link will not appear below those items
• Discounted orders keep a record of who applied the discount and why, so always write a reason a manager would understand later