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Retail: Item Discounts

How to create and apply item-level discounts

Written by Amir Shahriary

Item‑level discounts apply to specific products within an order rather than the entire transaction. They’re ideal for promotions such as brand spotlights or category deals like “20% off edibles.” These discounts will only appear at the register when an item is selected in the cart before pressing the discount button.

Discount Settings

A. Active: Toggle this ON to make the discount live. If it's OFF, the discount won't be available to staff or customers, even if the rules are met.

B. Discount Name: This is the name that staff will see when applying or viewing the discount. Keep it clear and specific (e.g., "Veterans 15% Off" or "Spend $200, Get $25 Off").

C. Enter Amount at Register: Turn this ON if you want budtenders to enter the discount value manually at the register. This is useful for flexible or manager-approved discounts, but keep in mind that it reduces automation and consistency.

D. Discount Type: Discount types define how order discounts are applied during a transaction. See the different discount types below and learn how each one works.

E. Discount Amount: Enter the amount you want the order to be discounted by, either in dollars or as a percentage, depending on the type of discount you choose.


Discount Type

There are four ways to apply an item-level discount. Here's how each one works:

1. Item by Percent: Takes a percentage off the original price of eligible items.
Example: 20% off a $50 product brings the price to $40.

2. Item by Amount: Reduces the price of the item by a fixed dollar amount.
Example: $10 off a $60 product lowers the price to $50.

3. Item to Dollar: Sets the item price to a specific dollar amount, no matter what its original price is.
Example: If the product normally costs $35, and the discount sets it to $20, the customer pays $20.

4. Item at Cost plus Percent: Price items based on your store’s cost plus a defined percentage markup.
Example: If the store’s cost for an item is $30 and you apply “cost plus 25%,” the customer pays $37.50. This discount type is often used for employees or special customer groups.


Discount Rules (Optional Toggles)

A. Auto Apply Discount: When turned ON, the system will apply this discount automatically if the order meets the rule conditions. If OFF, staff must apply it manually at checkout.

B. Require Admin PIN: If enabled, this discount can only be applied after entering a manager or admin PIN. This is useful for controlling high-value or sensitive discounts.

C. Allow Discount Stacking: This setting allows this discount to stack or combine with other discounts, but only if Allow Discount Stacking is also enabled on the Store Settings page.


Application Rules

These rules control when and how the discount is applied. You can combine rules for precise control (e.g., New customers on weekdays get 15% off in-house brands), and use time and location rules to run targeted promotions.

By Date

  • Start Date / End Date: Set a beginning and end date for the discount. The system will only apply the discount during this period. If no date rule is set, the discount will be available every day. Useful for limited-time offers or vendor day deals.

  • Days of Week: Limit the discount to certain days (e.g., Fridays or weekends). Ideal for repeating daily specials.

By Time

  • Start Time / End Time: Specify a time window for the discount to apply. Great for happy hours or early bird deals.

By Customer

  • Customer is Employee: Discount applies if the customer is marked as an employee.

  • User Assigned to Order: Restricts use to transactions handled by a specific team member.

  • Customer Type: Restrict discount availability to medical or recreational customers only.

  • Customer Birthday: Automatically applies discounts on the customer’s birthday.

  • Customer Status: Restricts discount availability to customers with a specific status. This includes Resident, Veteran, Senior, Disabled, Tax Exempt, Employee, and Student.

  • Customer Tags: Uses internal tags like Frequent Shopper or Newsletter Subscriber to determine eligibility.

  • New Customer: Applies to first-time buyers only.

  • Anonymous Customer: Restricts the discount to orders started for anonymous customers.

By Product or Package

  • Brands: Applies the discount to items from specific brands.

  • Strains: Target specific strains for rotating strain-of-the-day/week deals.

  • Products: Choose product profiles to apply the discount to.

  • Product Tags: Target items based on internal tags like promo or best-seller.

  • Product is Not: Exclude specific products from the discount, even if they meet other criteria.

  • Package Expires Within: Discount products that are near expiration to help move older inventory.

  • Package Age Exceeds: Discount items that have been in inventory too long.

  • Product Categories: Applies the duscount to entire product categories.

  • Product Category is Not: Exclude entire categories from a discount.

  • Suppliers: Limit discounts to items from specific suppliers.

By Price

  • Pricing Groups / Pricing Group is Not: Apply or exclude discounts based on pricing groups.

  • Use Pricing Group 1g Price: Uses the discounted item's 1g price for any quantity purchased, instead of applying the usual pricing group bulk price break.

  • Order Total Exceeds: Applies only if the full order surpasses a set dollar amount.

By Order Type

  • Is Preorder / Is Not Preorder: Restricts item discounts to pre-orders or excludes pre-orders from being discounted.

  • Preorder Type: Narrow down discount availability to pick-up or delivery preorders.

  • Order Created By Menu: Target discounts based on which online menu the customer used to place their order.

By Store Location

  • Store Location: Applies the discount at specific store locations. Great for location-based promotions. If no store location rule is set, the discount will be available at all locations.

If a discount does not appear in the discount tab, confirm that all of the application rules you set for the item‑level discount have been met and that an eligible item is selected before clicking the discount button. Review the configured discount rules and ensure each condition is satisfied for the discount to display.

If you have any questions or need help setting up an item-level discount, reach out to the support team via the chat bubble in your account.

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