Apply a discount or promotion

1. To apply a discount or promotion to an advance sales order from Sales, select Advance sales. On the Advance Sales page, select the Create order tab, select Discounts and promotions, and select Apply discount or promotion.

To apply a discount or promotion to a daily sales order from Sales, select Daily sales. On the Daily Sales page, select Discounts or promotion.

Tip: If you configure a Daily Sales button for a specific discount or promotion, select the button to automatically apply the discount or promotion.

2. In the Discount field, select the configured discount to apply or whether to enter a promotion code or an adjustable discount.

If you select to apply a configured discount, the value of the discount appears at the bottom of the screen. If applicable, select whether to apply the discount to all valid items in the order or to a limited number of items. For a limited discount, enter the number of times to apply the discount.

If you select to apply a promotional discount, enter the promotional code for the discount to apply. If applicable, select whether to apply the discount to all valid items in the order or to a limited number of items. For a limited discount, enter the number of times to apply the discount.

Note: If you enter an invalid code or type the code incorrectly, a message appears to inform you that the promotion code cannot be found. If you enter an inactive or expired code, or a code that is not currently valid based on its set criteria, a message appears to inform you that the promotion is not available. To return to the Discounts and promotions screen, select OK.

If you select to apply an adjustable discount, select whether to calculate the discount as an amount or a percentage off the order and enter the value to apply. In the Reason field, select why you give the discount, such as for patron dissatisfaction or an event already in progress.

3. Select Save. You return to the sales order. In the order summary, the new balance of the order appears.

Note: The discount or promotion appears in the summary only when the order includes an applicable item.