Navigating the Discounts Module

Whether you’re targeting a specific member group or hosting a time-sensitive sale, the Discounts Module will help you craft your shop’s ideal promotions. To locate the Discounts module, navigate to Product > Discount Management.

You'll follow a different process depending on what kind of discount you want to create:

Product Groups: Allows you to create buckets of products that discounts can be applied to.
Discounts: This is where you’ll set the specific parameters for each of the promotions you provide. Enabled discounts will automatically apply to eligible products or patients at the POS.
Customer Groups: Allows you to create groups of customers (e.g., veteran, senior, employee) that discounts can be applied to.
Cashier Discounts: This is where you’ll set the specific parameters for price breaks available for manual entry at the POS terminal.

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Creating Product Groups

Creating Product Groups allows you to bucket products together so you can apply a discount to them. These can be entire product categories — such as extracts or edibles — or a mixture of product types.

To begin creating product groups, navigate to Product > Discount Management. The page will default to the Product Groups tab.

Step 1: Tap the orange (+) sign to create a new product group.

- Once a group has been created, it's saved in the Treez system and can be applied to as many promotions as you’d like.

Step 2: Define the group by assigning a name.

Step 3: Select the appropriate items or product categories to be included.

Selecting 'SKU' allows you to scan retail labels with your barcode scanner to create very specific product groupings.
Product Group Rules: Allows you to apply filters (i.e., Brand, Classification, Subtype) to help narrow down the products being captured.
- To add a filter click ‘+ Additional Filter’. The drop-downs relate to the product details entered when adding products to inventory.
Check the ‘Exclude’ box to mark items you want to be excluded from the group.

TIP: The more information entered about a product in the Treez system, the more targeted you can become with your discounts and reporting.

NOTE: Each filter must be satisfied in order for a product to be included in a group – meaning the more filters you add, the fewer products eligible.

Filter Results: This feature offers a quick way to filter your search by the column headers and see what products are available to you. Multiple filters may be applied to narrow your search even further.

Step 4: Click anywhere outside the Define Product Group window to return to the ‘Product Groups’ page to view all new and saved groups.

If any information is missing, the icon will display as red.
Syncing: Enable ‘Syncing’ by sliding the toggle located on the far right of the Product Group to ON. This ensures any new products added to inventory are automatically included in the group if they meet the set criteria.

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Creating Discounts

Discounts allow you to create price breaks for single items, entire product categories, or select product groups. By applying filters and conditions, promotions can be easily customized to fit your shop’s exact needs. To begin setting up discounts, navigate to Products > Discount Management.

Step 1: Select the Discounts tab, and click the yellow (+) to begin creating a new discount.

Step 2: Define the discount by completing all required (*) fields.

Discount Title: Assigning a descriptive and intuitive name will help you easily identify discounts at a glance. Additionally, these names will appear on the receipt, below the item the discount is linked to.
Discount Method: Select the type of discount you’d like to create. Learn more about discount methods.
Stackable: Allows other stackable discounts to be applied to a single order.

Step 3: Continue following the prompts and entering in required (*) information until your discount has been fully defined.

Step 4: Select the products the discount will be applied to.

Use 'Search Product Groups' to find previously created groups.
Use 'Select Product' to scan product barcodes and manually create a new group
Use 'New Product Group' to create a new group.

Step 5: Click + New Condition to add any desired filters. Conditions customize your promotions to be more specific. Learn more about conditions.

Step 6: Click outside the window to return to the ‘Discounts’ screen to view all discounts.

If the icon is red, there is still some information missing that will need to be completed.
Activate/Deactivate: Switch this toggle to enable or disable discounts. This defaults to ON once a discount has been created.

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Discount Methods

From within the discount module, users are able to create a variety of discounts. The ‘Discount Method’ will determine how the promotion is configured and what the desired price break will be.

All discounts, regardless of the chosen method, offer the ability to be 'stacked'. If enabled, this feature allows multiple stackable discounts to be applied to a single order. To learn more about the ways in which discounts are stacked together, visit here.

Percent Discount: The percentage taken off the defined product or groups.
Dollar Amount Discount: The dollar value taken off the defined product or groups.
BOGO: This allows you to enable the ‘Buy One, Get One’ discount. To avoid the non-compliant scenario where a BOGO discount would reduce the price of the GET product(s) to $0, we spread the discount over the BUY items and GET items as defined in your BOGO discount.

Cost plus %: The wholesale cost of the item plus a percentage added on.

Round Down (at Checkout)

The Round Down functionality is a unique feature that exists outside of the discount module. Once enabled, a ‘Round Down’ button will be made visible on the checkout screen within SellTreez, which allows sales associates to round down the post-tax Grand Total of an order to the nearest whole dollar amount — eliminating coin change. If used, this will appear as a ‘Round Down Discount’ in your Discount Reports. If you’d like to enable this feature, please reach out to Treez Support.

NOTE: Please note that the round down feature is not manager PIN protected, and no round down thresholds can be put in place. If enabled, any sales associate with access to the POS has the ability to round tickets down between $0.01-$0.99 per transaction.

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Conditions

Applying conditions allows you to customize discounts to target specific member groups, times of day, or patient milestones. Multiple conditions can be layered on top of each other to make promotions more granular.

Schedule: Scheduling a discount allows you to run a recurring, time-sensitive promotion restricted by date and/or time. For example, a Happy Hour discount that runs from 5-7pm every Monday and Wednesday or a recurring promotion on the 4th Thursday of the month.
- Restrict by Date: This function allows you to preset weekly or monthly recurrences of a particular discount.
- Restrict by Time: This function allows you to establish a certain timeframe a discount will be eligible during.

Customer Cap: Provides the ability to apply the discount to a limited number of patients before it’s disabled. For example, the first 100 patients.
Purchase Minimum: The minimum amount a member must spend in order to be eligible for the discount. This condition is coupled with a 'Purchase Amount Type' filter that lets you determine whether a discount should become eligible once a minimum is met on the Subtotal (i.e., before tax) OR the Grand Total (i.e., after-tax).
Customer Event: Establishes discounts that automatically apply on a certain milestone in a customer's history, such as their sign-up date, birthday, and/or Nth purchase. For example, offering a free preroll on a member’s 10th visit.
Customer Group: Applies a discount to a specific group of customers. For example, employees, veterans, or seniors, etc. These groups are created in the ‘Customer Group’ tab.
Item Limit: Caps the number of times a particular discount can be applied to a single transaction. For example, limiting customers to two redemptions of a BOGO during a single visit.
Fulfillment Type: Defines what fulfillment method the discount will be applied to. For example, 5% off pickup orders.
Customer Type: Restricts the discount to either Medical or Adult-Use customers

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Creating Customer Group Discounts

Creating Customer Group discounts allow you to apply automatic lifetime discounts to specific groups of customers, like veterans, employees, etc. Once a group discount is created and attached to a customer's profile, these discounts will be automatically applied during each transaction.

To set up Customer Group discounts, navigate to Products > Discount Management.

Step 1: Click on the Customer Groups tab.

Step 2: Tap the yellow (+) button to create and name a new Customer Group.

Customer discount groups will appear in a dropdown on the customer’s profile once the ‘Customer Groups’ toggle is enabled. Lifetime discounts can be updated at any time, but are typically set when a member is signed up. The senior discount group will automatically be applied to a customer’s profile when they turn 65, but this feature can be disabled if desired.
Some common groups include senior, veteran, employee, industry, and friends & family.

Step 3: Now that the groups have been created, click on the Discount tab and tap the yellow (+) sign to begin creating the actual discount.

Step 4: Define the discount by filling in the required fields.

Discount Title: Assigning a descriptive and intuitive name will help you easily identify discounts. For ‘Patient Groups’, it’s common to name them after the group they relate to, e.g. 'veteran'.
Discount Method: Select the type of discount method you’d like to apply to the group.
Stackable: Allows other stackable discounts to be applied to a single order.

Step 5: Select the product group this discount will be applied to.

Search Product Groups: Allows you to search through previously created product buckets.
Select Product: Allows you to scan or enter individual SKUs that this discount should be applied to.
New Product Group: Allows you to create a new bucket of products. The bucket can be found under the 'Product Groups' tab and can easily be reused for other discount types.

Step 6: Click + New Condition and select Customer Groups. Then choose the appropriate group(s).

Any groups created in the 'Customer Groups’ tab will be shown here.

Step 7: Tap back to the main Discounts screen to see all discounts.

If the icon is red, there’s still some information missing that will need to be completed.
Switch the Active toggle to enable or disable discounts. This defaults to ON once a discount has been created.

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Creating Cashier Discounts

Creating 'Cashier Discounts’ gives you the ability to manually apply different types of price breaks at the point of sale. Cashier discounts are not linked to any specific item(s), products, or customer group(s) and can be applied on the fly to one or more items in a customer’s cart.

There are two distinct types of cashier discounts:

Standard Cashier Discounts: These discounts appear under the ‘Discount’ button in POS and the discounts are applied to the subtotal amount. Standard Cashier Discounts can be configured in Products > Discount Management > Cashier Discounts.

- - Line Discount: Preset dollar amount or percentage off discount as configured in Cashier Discounts (with ‘Custom $’ or ‘Custom %’ discount options.)

- - Cart Discount: Preset amount or percentage as configured in Cashier Discounts.

- - Rewards Dollars: Rewards Dollars will stack on top of any combination of discounts and reduce the subtotal by the amount of Rewards Dollars applied.

2. Fixed Price Discounts: Preset fixed price discounts (with 'Custom Pricing' option) that rewrites the total retail price of one or more products to reflect the fixed price amount. The fixed amount will equate to the subtotal of the order. Fixed price discounts can be found by navigating to Products > Discount Management > Cashier Discounts > Pricing.

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Standard POS Discounts

Step 1: To begin setting up standard cashier discounts, navigate to Products > Discount Management > Cashier Discounts > Cashier Discounts.

Step 2: Tap the orange (+) sign to create a new cashier discount.

Step 3: Define the discount by filling out the required (*) fields.

TIP: Short, descriptive titles work best as they help sales associates easily identify the appropriate discount at checkout and may be shown on the receipt if that configuration is enabled.

Step 4: Set any desired requirements.

Require Discount Reason: If enabled will require the sales associate to select a reason for why it was used. Reasons are chosen from a preset list and can be created in the ‘Discount Reasons’ tab.
Require Manager PIN: If enabled, a manager PIN will be required to apply the discount at the POS.

NOTE: If the ‘Require Discount Reason’ feature is enabled, you need to create reasons in the ‘Discount Reasons’ tab in order to apply this discount at the POS terminal.

Step 5: Tap back to the main 'Cashier Discounts’ screen to see all cashier discounts.

If the icon is red, there is still some information missing that will need to be completed.
Activate/Deactivate: Switch this toggle to enable or disable discounts. This defaults to ‘On’ once a discount has been created.

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Fixed Cashier Discounts

Unlike standard cashier discounts that enable you to take a custom dollar or percentage off the original price, a ‘Fixed Price’ cashier discount lets you set predetermined amounts selected items should cost. For example, applying a $1 fixed price discount to a product would make the retail cost of the selected item $1. Once created, fixed price discounts can be found by clicking on the ‘Pricing’ button from within Sell Treez.

Step 1: To begin setting up fixed-price discounts, navigate to Products > Discount Management > Cashier Discounts > Pricing.

Step 2: Click the orange (+) icon to create a new ‘Fixed Price’ cashier discount.

Step 3: Define the discount by filling out the required (*) fields and selecting any desired requirements.

TIP: Use the preset dollar amount (e.g. $1) as the ‘POS Discount Title’, so sales associates know exactly what the new retail dollar amount will be once applied.

Require Manager PIN: If enabled, a manager PIN will be required to apply the discount at the POS.
Require Discount Reason: If enabled will require the sales associate to select a reason for why it was used. Reasons are chosen from a preset list and can be created in the ‘Discount Reasons’ tab.

NOTE: If the ‘Require Discount Reason’ feature is enabled, you need to create reasons in the ‘Discount Reasons’ tab in order to apply this discount at the POS terminal.

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Custom Price Adjustment

The ‘Custom Price Adjustment’ line can be toggled on to show the ‘Custom Pricing’ button in SellTreez. If enabled, this button allows you to enter a new subtotal price for any selected items in the cart. For example, if I have 4 items in my cart that have a subtotal of $100, and I select all 4 of them—by tapping on each item to turn it green—and I enter a custom price of $20, then the total cumulative subtotal of all 4 items (before taxes) would be adjusted to $20.