Merchant Level Discounts Overview

Updated 2 months ago

Discounts are important in building a great experience for your customers. To bring a greater experience to you when creating discounts, we have created merchant-level discounts to save time and make it easier for you to give a great experience to your customers across all your locations. Merchant-level discounts are very similar to making a normal discount, with just a few minor differences.

Below, steps 2 & 3 are the only added steps for creating a normal discount. There is also the ability to exclude specific locations, which is included in the steps of building the discount.

NOTE: Depending on what the 'Applies To' method is selecting will adjust what fields will be present when building the reward

How to Create a New Merchant Discount on POSaBIT:

Log into the POSaBIT POS Portal.
Go to the Merchant section of the portal (top right corner dropdown --> Merchant
Select Discounts from the Marketing dropdown menu at the top of the page.
Press the blue "New Discount" button in the top right-hand corner.
Set up the discount:

Discount Details
- Name: Give the discount a name.
- Applies to: Item, Order, or Convenience fee -
  - Item: Discount applies to a specific item or items
  - Order: Discount applies to the entire order
  - Convenience fee: Discount applies to the customer's debit or credit convenience fee
  - Buy x Get y: Discount is only granted if the customer is also purchasing another product specified in the conditions
  - Order Rounding: Auto-rounds all orders down to the nearest dollar (this affects all orders)
- Type: dollar, percentage, or fixed price -
  - Dollar: Set a fixed dollar amount off whatever the discount is applied to
  - Percentage: A percentage off the price of whatever the discount is applied to
  - Fixed Price: Creates a fixed price for products this is applied to, find out more HERE
- Starts at: Set a start date for the discount.
- Expires at: Set an expiration date for the reward if you wish!
- Rounding: Set if you want the smart tip feature to round in the venue's favor, customer's favor, or to the nearest dollar.
- Max Redeem Times: Number of times the discount can be used per customer.
- Amount: $ or % amount that will apply to an item or the order.
- Is Private?: This field should only be enabled when setting up an offer (customer-specific discount) that works with an external loyalty program
- Auto Apply: Set this feature if you want the discount to automatically apply to orders that fit all criteria set when creating the discount.
- Requires Manager Approval: Check this box to require manager approval before applying the discount.
- Applies to Only One Item in Cart: This will only allow the discount to be applied to one item per cart.
- Excluded Venues: Select any venues you would not like this discount to apply to.
Sharing Options & Order Conditions
- Background Image: Upload a supported background image by selecting choose file.
- Order Source: Using the drop down select if you want this discount to apply to walk-ins, online pickups, online delivery, or any source.
- Days: Set up days if you only want a discount to be redeemed on certain days.
- Starts/Ends: Start/end times can be used if a discount can only be redeemed during certain hours of the day.
Customer Conditions
- Customer Type: Discounts can be set to only be redeemed by recreational, medical, or employee customers.
- Profile Type: This will enable the discount for loyalty members only, or non-members only, or you can do any customer type.
- Customer Tags: If the store utilizes customer tags, discounts can be only applicable for certain tagged customers.
- Applicable on Birthday: If this flag is checked, the discount will only appear on the customer's profile if it is their birthday.
- Applicable on First Sale: If this flag is checked, the customer will only be able to use this discount on their first sale using their loyalty profile
Product Conditions
Note: If building a 'Buy X Get Y' discount, product conditions will turn into two separate conditions "Buy Product Conditions" & "Get Product Conditions". For more information on 'Buy X Get Y' discounts, click HERE
- Minimum Quantity: This is the minimum number of units the customer can purchase, in order to receive the discount.
- Min$: Minimum amount spent to get the discount.
- Min Weight: This condition limits the discount to a weight minimum. For example: Get 10% off 1g sativa.
- Tags: Many stores already use tags for discounts - why not set up a discount for special tagged items that are being featured or are on sale!
- Products: Use this condition to set up a discount for a specific product.
- Product Types: The product type condition will enable a reward to be applicable to an entire product type, and pairs well with other product conditions if you'd like to set up a discount for an entire product type and brand, for example.
- Product Brands: Discounts can be redeemable only for a certain brand.
- Product Strains: This condition allows a discount to be set up for an entire type of strain.
- Suppliers: Often a supplier will carry multiple brands! This is a great condition to use to feature an entire vendor.