Giving Discounts and Surcharges at the POS and in the Console

Before You Start

• Create the discounts your staff add by hand. See Setting Up Discounts Staff Add at Checkout.
• Create the surcharges your staff add by hand. See Setting Up Surcharges.
• If you want discounts that come off on their own, such as a first-order or birthday discount, set them up first. See Setting Up Automatic Discounts.

Staff cannot type a discount that has no saved option behind it.

Where It Works

• POS (POS Web and the POS app on tablets): staff add discounts and surcharges in the cart, and can turn off an automatic discount for one order.
• Console: staff add the same discounts and surcharges when they create an order, or later by editing an existing order.
• Online Store and Mobile App: customers never see the options your staff add. Automatic discounts show on the booking review before the customer confirms.
• WhatsApp mini-app: customers cannot add staff discounts or surcharges. Staff can add one afterwards by editing the order in the Console.

Adding a Discount or Surcharge at the POS

1. Add the customer's items to the cart as usual.

2. Tap the green − (Add discount) button to open Discounts, or the red + (Add surcharge) button to open Surcharges.

3. If your shop has automatic discounts, the Discounts panel lists them first under Automatic discounts. Each one says Eligible when the order already qualifies, or Add $X more when the customer needs to spend more. You cannot tap these. The system adds them on its own. The options your staff can tap are listed below under Manual Discounts.

4. Tap the option you want. An option already on the order shows an Added badge.

5. A Flat / Percentage switch and a number pad open. Flat means a dollar amount, for example $5.00. Percentage means a share of the order, for example 10%.

   • If the option has Allow value modification during use turned on, staff can change the amount and switch between Flat and Percentage.
   • If it is turned off, both controls are locked to the value you saved.

6. Tap Add. To go back to the list without adding it, tap Back.

The discount or surcharge appears as its own row under Subtotal, and the total updates straight away. The row uses the option's name exactly as you typed it in Settings.

Changing a discount you already added: tap the option again in the panel. The number pad opens with the current value. Enter the new value and tap Add to replace it. If you clear the value, the button turns into Remove, and tapping it takes the option off the order.

Example

At CleanFast Laundry Tampines, a regular customer drops off 5 shirts and 1 suit. Staff add VIP 10%. Prices here do not include GST, and GST is 9%.

• 5 Shirts (Dry Clean) at $6.00: $30.00
• 1 Suit (Dry Clean): $20.00
• Subtotal: $50.00
• VIP 10%: −$5.00
• GST 9% on $45.00: $4.05
• Total: $49.05

On the Online Store, this customer would never see VIP 10%. Only your staff can add it.

Automatic Discounts in the Cart

An automatic discount shows in the cart with an Auto tag, so staff know nobody added it by hand. It looks the same on POS Web and the POS app on tablets.

• Turning it off for one order: each automatic discount has a switch next to it. If you turn the switch off, the discount stops applying to this order only. Its amount shows crossed out, and the total goes back up. Every other order still gets it.
• Item offers: on POS Web, an automatic discount on certain items, such as "2nd Curtain 50% off" or "3 Shirts for $10", shows the same way, with its own row, Auto tag and switch. It comes off as soon as the cart has enough matching pieces. Tapping the same item again adds to its line, for example "Shirt × 3", and each piece counts. See Setting Up Automatic Discounts.
• Not yet qualified: when the order does not reach the discount's minimum spend (the smallest order amount that earns the discount), the cart shows a hint such as "Welcome 10%: Add $8.00 more to qualify". Once the customer adds enough, the discount comes off on its own.

Adding a Discount or Surcharge in the Console

When staff create an order in the Console, the cart has the same green − and red + buttons and works the same way as the POS.

To add one to an order that already exists, for example an Online Store booking:

1. In the Console, open the order.
2. In the line items section, click Edit. The cart editor opens with the green − and red + buttons.
3. Add the discount or surcharge the same way as at the POS.
4. Click Update Order.

Removing a Discount or Surcharge

• Before checkout: find the row under Subtotal and tap Remove. The total updates straight away.
• On an order that already exists: open the order in the Console, find the row in the line items summary and click Remove. A confirmation shows the price change before it is saved.
• An automatic discount on an existing order: use the switch next to it in the line items summary instead. The confirmation also shows the price change.

Who Can Give Discounts

Adding a discount at the POS is controlled by Apply Discounts in POS Action Control.

• If you set Apply Discounts to No access, the green − button disappears from the POS. The system also refuses a manual discount sent from the POS.
• Surcharges have no permission. Any staff member can add a surcharge.
• The setting covers every POS in your business. You cannot set it per staff member, and there is no manager approval step for discounts.
• For orders taken in the Console, whether a person can add discounts comes from their seat in Users & Access.

To change it:

1. Click the ⚙️ Settings icon in the top-right corner.
2. Under the Sales Channels section, click Point of Sale.
3. Click the Mall Reporting tab.
4. Click Legacy Settings at the top right.
5. Find POS Action Control. When nothing is listed, every POS can give discounts.
6. Click Action control.
7. Choose Apply Discounts, set Access Level to No access, and click Add.
8. If a POS was already open, reload it.

Hiding the Buttons on One POS

Each POS app has its own Discounts and Surcharges switches in its Cart settings. If you turn Discounts off, the green − button disappears on that POS only. If you turn Surcharges off, the red + button disappears. Both start on. See Create Your POS App.

What the Customer Sees

• In the cart and on the receipt, each discount or surcharge prints as its own line between Subtotal and Total, using the option's name.
• Tax is worked out after discounts and surcharges. A discount lowers the amount GST is charged on, and a surcharge raises it. You do not need to adjust anything for GST. The system follows the tax setup of your price list or company.

How every discount, surcharge and tax combine on one order is explained in How Discounts, Surcharges and Tax Add Up on an Order.

Where to See Discounts You Have Given

1. In the Console, open Reports.
2. Click Sales.

The Discount Breakdown table shows how much each discount cost you in the period, and you can open the orders behind each line. See Reading the Sales Report.

If It Didn't Work

• The green minus button is missing. Apply Discounts is set to No access in POS Action Control, or the Discounts switch is off in this POS's Cart settings. The same goes for the red plus button and the Surcharges switch. See Create Your POS App.
• The option is not in the list. Check the option's Business units limit in Settings. It may not apply to this order's business unit (a line of service in your shop, like Laundry or Bag Repair). Also check you opened the right panel: discounts are under −, surcharges under +.
• The panel says "No discounts to add" or "No surcharges to add". No option has been saved yet for this business unit. Create one in Settings first.
• The amount cannot be changed. The option was saved with a fixed value. Edit the option in Settings and turn on Allow value modification during use.
• The same option cannot be added twice. Turn on Allow multiple applications in the option's settings.
• An automatic discount did not come off. Its switch was turned off in the cart, or the cart shows an "Add $X more to qualify" hint.
• An item offer did not come off. The cart does not have enough of the items the offer is for, or the pieces are done with a service the offer does not count, such as Dry Clean shirts for a Wash-only offer. A discount higher in your Applied automatically list that does not combine may also have come off instead.
• Edit or Remove is missing on an old order. The order shows Locked (edit period expired) and can no longer be changed.

FAQs

Can I discount just one line item?

Not directly at the counter, because manual discounts apply to the order. Give the option a Service options limit so it only discounts items with certain service options, or set up an item discount that comes off the matching items on its own: an item offer on the Applied automatically tab, such as "2nd Curtain 50% off", or Price Rules › Item Adjustments.

Can a staff discount and an automatic discount come off the same order?

Yes. A staff discount is added on top of any automatic discount the order qualified for. If that is too much, turn off the automatic one with its switch for this order.

Does removing a discount need a permission?

No separate one. Apply Discounts only controls adding discounts. Removing one is part of editing the order and follows your normal order edit controls.

Can staff turn off an automatic discount even with No access?

Yes. The switch on an automatic discount is not covered by Apply Discounts, which only hides the button for manual discounts.

If I delete an option, what happens to orders that used it?

Nothing. Past orders keep the name and amount that was applied at the time.

What's Next

You can now add, change and remove discounts and surcharges at the POS and in the Console, and control who gives them. Continue to How Discounts, Surcharges and Tax Add Up on an Order to see how every discount, surcharge and tax combine into the final total.