Overview

This article explains how to apply a discount to an invoice in Platter before checkout. Discounts must be created in the Back Office and can only be used by users with the appropriate permissions.

Prerequisites

• The discount must be created in the Back Office

• User must have Discount Permission enabled

• Order must be in progress (before checkout)

Steps

1. Create or open an order in the POS.

2. Before tapping Checkout, tap Select next to Discount at the bottom of the order panel.

   

3. If the user does not have permission, a message appears: “You don’t have permission to apply discount.”

4. If permitted, the Select discount pop-up lists the available discounts, such as:

   • Percentage discount

   • Flat rate discount

   • Buy One Get One Free (BOGO)

   • Combo discount

   • Comp-off

   • Coupons

     

5. Select the required discount and tap Apply.

   Note: Only one discount can be applied per invoice.

6. After applying, the Discount row shows the applied discount with an X to remove it. The order panel shows the Order discount and Total discount lines in red, and the total updates.

   

7. Proceed to Checkout.

8. The applied discount is also included in the totals on the invoice screen.

9. The discount is also visible on the Customer Facing Display (CFD), so customers can see it in real time.

   

Troubleshooting

• Discount option not visible

  • Verify that the user role has Discount Permission enabled.

• Discount not applied

  • Ensure the discount was selected and Apply was tapped before tapping Checkout.

  • Add at least one item to the order first.

• The customer cannot see the discount

  • Confirm that the Customer Facing Display (CFD) is active and connected.

• Wrong discount shown

  • Tap X next to the applied discount and reselect the correct one before checkout.