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All About Central Manual Discount Management

Kara avatar
Written by Kara
Updated over 2 weeks ago
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Welcome to the Manual Discounts section of the Central Discounts module in Treez. Discounts manually applied at the POS, such as coupon codes, can be centrally created and controlled at the organizational level while allowing individual dispensaries to retain the flexibility to tailor some discount settings to their local needs.

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Create a Manual Discount

  1. Navigate to the Discounts module from your Treez Dashboard.

  2. Go to the Manual Discounts page.

  3. Click the green Add Discount button in the top-right corner.

Enter the discount information

  • Discount Title

  • Discount Method

    • $ (Dollar)

    • % (Percentage)

    • Price At: A price adjustment that sets the final selling price at the POS with the discount automatically calculated based on the item’s original price.

  • Set the Amount

  • Discount Type

    • Cart: Distributed proportionally across all items in the cart based on their price. Coupon codes are only supported as a cart discount.

    • Line: Requires selecting any one or more item(s) in the cart.

  • Discount Requirements at the POS (Optional)

    • Hide Discount Button in POS: Select this option if this discount requires entering or scanning a coupon code or redeeming it as an AlpineIQ reward.

    • Manager PIN: Require manager approval. If the salesperson making the sale has the required manager override permission then the PIN prompt will be skipped.

    • Reason: Select from a predefined reasons list set in Tag Management or enter a custom reason upon application.

  • Add a coupon code (only available as a cart discount)

    • Click here to learn more about coupons

Click Next to Select Stores (Multi-location organizations only)

  • Confirm stores where this discount will be available

  • Store-level customizations: Override the discount amount or manager PIN/reason requirements if needed.

    • If the store discount details are customized, the global discount information applied from the first step will not affect those stores unless reset.

Click Next to Set Conditions (Coming Soon)

Determine conditions that will allow the manual discount to apply.

  • Per-Customer Limit: Restricts the number of times a discount can be applied per customer, managed at the store level.

  • Purchase Minimum: The minimum amount a customer must spend before the discount can be applied. This amount is evaluated before all applicable discounts. Subtotal is before tax; grand total includes tax.

  • Redemption Limit: Number of times the discount can be applied to a single transaction.

Click Next to Review

  • Verify the discount details and confirm “Finish” to save the discount. The discount will be immediately activated.

Managing Manual Discounts

Discount actions

  • Edit

  • Deactivate

    • The discount will not be available in the stores but can be edited or activated again at any time from the dashboard.

  • Delete

    • The discount will no longer be available. This action cannot be undone.

  • Copy Discount ID

    • Easily copy the discount ID for integrations, including AlpineIQ.

  • View History Log

    • Tracks the changes made to the discount, including the user and date/time.

Custom Manual Discounts

Custom manual discounts are flexible discounts entered directly at the POS, with the amount determined at the time of sale. These can be managed at the store level in Configurations > Config Page > Discounts and Rewards.

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