Question:
How do I create an automated discount in Treez?
Answer:
Follow the instructions below to create an automated discount in Treez.
Creating an Automated Discount
Navigate to the Discounts module from the left-hand sidebar.
The Automated Discounts page will load by default.
Click the green Add Discount button in the top-right corner.
In the discount setup window:
Enter a Title for your discount.
(Optional) Enable the Stackable Discount checkbox if you'd like this discount to be combined with other stackable discounts.
Choose a Discount Method:
Dollar Amount Discount – Deducts a fixed amount from selected products.
Percent Discount – Applies a percentage reduction.
Cost Plus Percentage – Calculates the price as wholesale cost + a percentage.
Buy One Get One (BOGO) – Customers get additional products at a reduced price.
Bundle – Applies a discount when a specific combination of products is purchased.
(Optional) Upload a discount image to be displayed in the POS and on customer-facing screens.
Click Next to continue.
Select Product Collections
Choose the product collections to which the discount will apply.
Collections can be based on product category, brand, or custom filters.
If you haven’t created a collection yet:
Click Add New Product Collection to open a new tab.
Once created, return to the discount setup and refresh or search to select it.
Click Next to continue.
Select Stores
Choose the stores where this discount should be offered.
Use checkboxes to apply to all or select locations.
Click Next to continue.
Schedule Discount (Optional)
On the Schedule Discount page:
Set schedule (If no schedule is set, the discount becomes active immediately upon saving._
Use Start and end dates and times (in your local timezone)
Create a recurring schedule (e.g., every Friday, monthly on the 15th, etc.)
Click Next to continue.
Set Conditions (Optional)
Use discount conditions to fine-tune who qualifies and how the discount is applied. Available conditions include:
Customer Cap – Limit total number of uses across all customers.
Customer Event – Apply based on birthdays, anniversaries, or milestones.
Customer Group – Limit to groups like seniors or veterans.
Customer Type – Choose between medical or adult-use customers.
Fulfillment Type – Apply for specific order types like pickup or delivery.
Item Limit – Limit how many times the discount can be applied per transaction.
Purchase Minimum – Require a minimum cart total to activate.
Package Age – Only apply discount to packages that meet an age threshold.
Final Step
Click Finish to save and activate your automated discount.
By leveraging automated discounts in Treez, you can create dynamic, rule-based promotions that ensure consistent pricing strategies across all your stores.