Configure a promotion and verify eligibility
Console: Menu → Promotions. For the manager responsible for offers. Search
existing promotions and check active, type, and trigger filters before creating
another one. A saved active promotion can affect eligible orders immediately.
Create or edit
- Select Add promotion or open the existing record. Set Internal Name
and guest-facing Display Name. Description is internal notes, not
guest-visible terms; arrange the guest communication separately.
- Choose Percentage or Fixed amount and enter the benefit. Percentage
input is the displayed percentage, not a decimal fraction. Check the new
value again if you change discount type.
- For a percentage, check Maximum discount. Zero means no cap. Set the
intended Usage limit; Number of uses is a total-use limit.
- Choose Automatic, Promo Code, or Manual. A code trigger needs the
actual code guests will enter. Check Minimum Subtotal if required.
- Review locations, categories, items, and order types. Only these and
Everything except these produce opposite targeting. Empty selection can
mean all, so read the visible summary before saving.
- Check Not for guest orders, Not for staff orders, and schedules. No
schedule means the offer is available at any time, subject to its other
conditions. Choose the intended active status deliberately.
- Select Create Promotion or Save Changes, then reopen and verify the
saved benefit, eligibility, schedule, and status.
Verify without surprising service
Agree a safe test with the shift leader. Use the intended location and order
type, eligible items and subtotal, correct trigger/code, and service time. Check
the actual discount and final total. A promotion appearing in the list is not
proof it applies to that particular order.
Do not change an unrelated live offer or clear its restrictions simply to make a
test succeed. Check the current order and guest request before applying an
authorised manual promotion. See Daily reports for recorded
sales and discount totals; a benefit is not a refund.
Save and deletion recovery
If validation highlights name, benefit, or code, correct that field. Percentage
must be within the editor's accepted range and a fixed amount must be positive.
Close without saving? offers Keep editing or Discard changes.
Deletion stops future application and cannot restore the promotion; already
discounted orders are unaffected. Read the confirmation before deleting. After
an uncertain save, reopen the same promotion before creating another one. Use
Offer troubleshooting for a mismatch during service.