Set up Discount Plans

You can create Discount Plans to make it easier to apply discounts during checkout.

1. From the Back Office, go to Marketing > Discount Plans.
2. Select Add Discount Plan.
3. Enter the name of the discount as you want it to appear on the register and on customer receipts.
   Note: Discounts will be listed by name in alphabetical order in both Back Office and at the register.
4. Specify your discount settings:
   • Enable - Only enabled discounts appear in the register app. You can disable or enable a discount at any time.
   • Round Up To Dollar - Use this setting to avoid collecting change on percentage-based discounts
5. Select a discount type.
   • Enter at Register - Allow users to manually enter the appropriate discount amount at the register.
   • Discount By Percent - Discount the entire sale or specific item by a percentage. When used with the Auto Apply setting (see below), this will apply to the entire sale.
   • Discount Item By Amount - Reduce the price of an item by a specified dollar amount.
   • Discount Item To Amount - Reduce the price of an item to a specified sell price.
   • Discount Sale By Amount  - Discount entire sale by an amount.
6. Optional: Set up conditions.

   If you set a condition that isn't valid, such as entering a Brand that doesn't exist in your inventory, you'll see an error message. The error message will let you know which condition to fix.

   • Auto Apply - Select Yes to automatically apply the discount if all Conditions are met. Select No to make the discount manually applicable if all Conditions are met.
   • Brand - Set the discount so it is only applicable to products from a specified Brand. Make sure the Brand name you enter here exactly matches the name entered in the Brand field on individual products.
   • Person Group - Specify which Customers/Patients this discount is available to.
   • Date - Use this condition to make a discount applicable only on, before, or after a specific date, or between certain dates. To set up a repeating discount for certain days of the week, use the Recurrence condition.
   • Is Marijuana - Select Yes if you want to apply the discount only to marijuana items. Select No if you want to apply the discount only to non-marijuana merchandise.
   • Item Weight - Specify whether a discount is applicable to items of a specific weight, less than or greater than a certain weight, or within a certain range of weights.
   • Product Type - Make the discount only applicable to a certain Product Type
   • Quantity - Use this condition to apply the discount based on item quantity. Note: this condition applies only to multiples of the same SKU.
   • Sell Price - Use this condition to apply the discount to individual items based on item price.
   • Tags - Apply the discount based on item tags. Make sure the tag See our Discounts by Tag article for further details.
   • Time - Discounts with this condition will only be available during the specified time of day, such as a "Happy Hour" or "Early Bird" special.
   • Total Weight - Apply the discount based on the total weight of all items on the transaction.
   • Recurrence - Applies the discount only on a specific day of the week, such as "Wax Wednesdays" or "Shatterday".
   • Is Member - Applies the discount only if the patient assigned to the sale is designated as a member.
7. Select which users can access and apply the discount at the register. See Roles and Permissions article for further details.
8. If necessary, check the Vendor Reimbursed Discount box. This setting is used in specific rare circumstances where a vendor is reimbursing you for discounts you offer on that vendor's products, and where your local tax code considers this reimbursement to be taxable revenue. Learn more about Vendor Reimbursed Discounts and consult an accountant or tax professional to determine if this is appropriate.