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B5. Discounts & promo codes🔗

In brief🔗

During an order, you can grant a discount (free or percentage reduction) or apply a promo code. These actions may require an authorization depending on your role.

Who / when🔗

For the Cashier, on request (goodwill gesture, ongoing promotion).

Requirements🔗

🔑 Apply a discount (for discounts)

Step-by-step🔗

Apply a discount🔗

  1. With the order in progress in the cart, tap the Discount widget.
  2. Choose the type (fixed amount or percentage) and the value.
  3. Validate: the cart total is recalculated, the discount appears on the receipt.

Apply a promo code🔗

  1. Tap the Promo code widget.
  2. Enter the code provided to the customer.
  3. If it is valid, the associated reduction applies automatically.

Promo codes are prepared on the administration side (PosBackOffice / online order module), then used at the register after synchronization. PosCaisse applies the codes compatible with the register: reduction in fixed amount or percentage, on the whole cart or on specific products. Free delivery codes concern only the online order and are rejected at the register.

Authorization: discounts beyond a threshold🔗

Manager/admin approval

As with refunds, a discount may exceed what your role allows. In that case, PosCaisse displays "Authorization required" and asks for the PIN of a Manager or an Admin to validate the operation.

Example of an authorization required screen

(Here the example concerns a refund, but the authorization screen follows the same principle for discounts beyond the threshold.)

The thresholds and override rules are configured in C12. Permissions & roles.

Messages & edge cases🔗

  • Invalid / expired promo code: the code is rejected, no change to the total.
  • Promo code not allowed at the register: the code exists, but it is reserved for the online order.
  • Limit reached / minimum amount required: the register rejects the code if the period, the minimum amount, the eligible products or the usage limits are not met.
  • "Authorization required": the discount exceeds your limit → have it validated by a manager.

Tips🔗

  • Prefer promo codes for recurring commercial operations: they are traceable and controlled, unlike a free discount.
  • Discounts are counted and displayed in the cash report (X/Z) — they are never invisible.

See also🔗