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Retail: Employee Discounts
Retail: Employee Discounts

Step-by-step guide on how to create Employee Discounts

Chris avatar
Written by Chris
Updated over a week ago

PLEASE NOTE: We are in the process of updating our help materials to reflect the recent release of Organization Settings. You may see differences in the UI and navigation between the above video and the content of this article. If you need any additional clarification, please reach out to our Customer Happiness team via the chat bubble in your account.

How to Create an Employee Discount

To create an employee discount:

1. Click on Organization Settings.

2. Select Discounts.

3. Click the green "+" button in the top-right corner of the screen.

4. Enter the Discount Name, then designate the preferred Discount Type and Discount Amount.

5. Set the 'Can be applied when' rules to Customer Status > Employee.

6. Select Save & Close to complete.


How to Use an Employee Discount

Now that you have created an employee discount, you will want to make sure that the customer profiles for your employees have the Employee status toggle enabled.

1. Click on Customers.

2. Find and select the customer profile for your employee.

3. Click the kebab in the top-right corner of the Customer Details pane to open a drop-down menu.

4. Select Edit from the drop-down.

5. Scroll down the customer profile till you see the Status subsection. Enable the Employee status toggle.

6. Select the corresponding employee.

Nice work! When you check out your employee you will now be able to apply the employee discount to the order!

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