How do I create an MSO Manual Central Discount?

This article pertains to functionality in the Latest Version of Treez.  Manual Central Discount Management is currently in Beta.

Question:

How do I create an MSO Manual Central Discount?

Answer:

Navigate to MSO Dashboard > Discounts

• Click the + Add Discount” button in top right corner

• Input the following manual discount information:

  • Discount Name

  • Global Conditions - $ vs % and amount

  • Discount Type - Cart vs. Item

  • Discount Requirements - Manager Pin & Reason

• Hit “Next”

•  Select Stores

  • “Search” for specific stores

  • Apply/Unapply the discount to all locations (“all stores” checkbox)

  • Apply/Unapply the discount to only select locations (individual store checkboxes)

   

• After selecting all or desired locations, hit “Next” 

• Review Page”, verify the discount parameters and selected locations

• Click “Finish” to save the discount

  • Upon hitting Finish, the discount will be automatically “activated”

  • Can be deactivated easily via dash. See Deactivate / Reactivate

Note: Client can view previous page and edit at any time before saving/persisting the new discount.