Discount Management allows you to create discounts on QashierHQ that are on the product level as well as on the bill level. These preset discounts can also be made available for limited time periods by date, days and time on Qashier HQ and will be directly reflected on your POS.

Setting Up & Managing Discounts on QashierHQ

1. Create a Discount

On QashierHQ, navigate to the Discount Management section and select the Discount Management module. You will be brought to a page showing the Discounts list.

To create a new discount, click on the Create New Discount button and a pop-up that allows you to create the discount, with its relevant discount details will be shown.

To close the popover and exit the Create New Discount pop-up, click on the X button or click outside the pop-up.

When creating a discount, there are 2 required fields: Discount Title and Discount Value. If you try to click on Create Discount without the required fields, the discount cannot be created and the required fields will indicate that the field is required.

Once the two required fields are filled in, you will be able to click Create Discount. However, you should determine if it is a product level or bill level discount and continue the following steps to complete the creation of a discount.

(a) Product Level Discount

To create a product level discount, products will need to be selected when creating the discount. Select the Specific Product(s) option and click on the Add Products icon to search for the products you want to add to the discount.

To narrow down the list, you may search by the product name or category name.

Check select a single product from the product list or check select multiple products on the product list to include them into the discount exclusion list.

Click the Confirm button to confirm the product should be added to the discount.

After confirming addition of the product(s) to the discount, the number of selected products will be reflected in the discount creation screen.

(b) Bill Level Discount

To create a bill level discount, no product selection is required when creating the discount. Select the Total Bill option and the discount on QashierPOS will be applied on a Bill Level to included all products (less Discount Exclusions which will be covered in another article).

After completing the basic steps required to create an effective discount, you can click on the Create Discount button to save the discount.

The created discount will be shown in the Discount Management list.

After the discount is created, the new discount will be synced only to QashierPOS when:

  • QashierPOS is connected to Internet

  • When you are on (or have returned to) Home Page on the POS to sync the updates

There are additional fields that can be filled in and / or selected to create your discount. The fields and their functionalities will be described as follows:

(c) Description

When creating a discount, additional notes can be added to the description to give more context on when and why is there this discount being created.

(d) Discount Availability

With Discount Availability, you will be able to create a discount with based on a valid time frame by dates, days and time. The default set-up is that the discount is ongoing and will continue forever, with the selections of All Dates and All Days and Time.

If there is a promotional period to which the discount is valid, e.g. Store’s 7th Anniversary in the Month of July, uncheck the All Dates option to enable selection of the start to end dates.

Select the Calendar icon for the start and end date, and select the date on the calendar to input the start and end dates.

If there is a promotional period to which the discount is valid, e.g. Off-Peak Weekday 15% off Manicures and Pedicures, uncheck the All Days and Time option to enable selection of days and the start to end times.

By default, all days and times are selected.

Deselect the days where the discount is not applicable.

Select the Clock icon and select the time to input the start and end times.

If the following day(s) that have the same time, you can click on the stack of papers icon to Copy from Above. This is to help you to not have to select the start and end times repeatedly, where unnecessary.

(e) Discount Trigger Type

Trigger type indicates the trigger of the discount on QashierPOS. The default selection for the trigger type is Manual.

(f) Discount Type

There are % discount type and $ discount type for the Manual discount trigger type. The default selection is % discount.

2. Edit a Discount

On Discount Management in the listing view, you will be able to edit each preset discount by going to the row where the discount is on the list, and clicking on the Edit icon.

While all fields are editable (refer to above section 1. Create a Discount on QashierHQ), do note that the required fields (Discount Title and Discount Value) remain required in order to save your edits. Click on the Edit Discount button once you have edited and would like to save your changes.

After the discount is edited, the changes will be synced only to QashierPOS when:

  • QashierPOS is connected to Internet

  • When you are on (or have returned to) Home Page on the POS to sync the updates

3. End an Ongoing Discount Early on QashierHQ

To end a discount early (and with immediate effect) via QashierHQ without going through the edit process, click on the Ellipses icon under the More Actions column.

Click on the End Early button to update the end date, which will be defaulted to the day before. You will see that the discount end date and status will be updated to Expired so that it is no longer active.

After the discount is edited, the changes will be synced only to QashierPOS when:

  • QashierPOS is connected to Internet

  • When you are on (or have returned to) Home Page on the POS to sync the updates

4. Delete a Discount

To delete a discount (with immediate effect) via QashierHQ, click on the Ellipses icon under the More Actions column.

Click on the Delete button to remove the discount from list. You will see that the discount end date and status will be updated so that it is no longer active.

You will see a notification at the bottom right hand corner to indicate that the delete is successful.

After the discount is deleted, the changes will be synced only to QashierPOS when:

  • QashierPOS is connected to Internet

  • When you are on (or have returned to) Home Page on the POS to sync the updates

5. Understanding the Statuses

There are three statuses for the discounts that are created on Discount Management Module on QashierHQ:

  • Upcoming - For preset discounts which start date have not begun yet

  • Ongoing - For preset discounts which are currently active (between the start and end date)

  • Expired - For preset discounts that have passed the end date

The statuses are indicated on each discount within the listing page and function as a quick filter as shown below.

6. Other Functionalities

On the Discount Management listing page, you will be able to search, sort and filter the list accordingly. To search, key in 2 characters (or more) for the list to automatically update and suggest the search accordingly. You will be able to search by Discount Title, Start Date, End Date and Discount Type.

To filter, click on the Add Filter button.

Check select the options you would like to filter by. You will be able to filter by Trigger Type and Discount Type.

To remove filter, deselect the option(s).

To sort, click on the column header that you would like to sort in ascending / descending order. The fields you will be able to sort by are Discount Title, Start Date, End Date, Day / Time, Trigger Type and Discount Type.

To find out how to exclude products from discounts, click here.

To find out how to apply discounts on POS, click on following:

  1. In order / in takeaway

  2. In table management

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