Overview
This article explains how to apply a discount to an invoice in Platter before checkout. Discounts must be created in the Back Office and can only be used by users with the appropriate permissions.
Prerequisites
The discount must be created in the Back Office
User must have Discount Permission enabled
Order must be in progress (before checkout)
Steps
Create or open an order in the POS.
Before tapping Checkout, tap the Discount button.
If the user does not have permission, a pop-up will appear stating that access to discounts is not allowed.
If permitted, a list of available discounts will be displayed, such as:
Percentage discount
Flat rate discount
Buy One Get One Free (BOGO)
Combo discount
Comp-off
Coupons
Select the required discount.
Note: Only one discount can be applied per invoice.
After selection, the discount pop-up will update to show the applied discount along with a Cancel option.
Proceed to Checkout.
The applied discount is clearly displayed in the Order Details section in red colour.
The discount is also visible on the Customer Facing Display (CFD), so customers can see it in real time.
Troubleshooting
Discount option not visible
Verify that the user role has Discount Permission enabled.
Discount not applied
Ensure the discount was selected before tapping Checkout.
The customer cannot see the discount
Confirm that the Customer Facing Display (CFD) is active and connected.
Wrong discount shown
Cancel the applied discount and reselect the correct one before checkout.