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How to create a customer discount
How to create a customer discount

Set up a customer group to provide your customers a loyalty discount for the whole order.

Max avatar
Written by Max
Updated over a week ago

Add customer groups

Add customer groups to allow discounts for certain customer groups or individuals. Like senior citizens or regular customers.

  1. Go to Marketing → Customer groups in the management console.

  2. Click Add.

  3. Name a customer group.

  4. Select Discount system in the Loyalty program field.

  5. Enter discount percent, e.g. ”5%”

  6. Press Add.

💡 Set up different percentages for different customer groups.

Transitions between discount groups

Set up an automatic transition between groups once customer's total purchase amount reaches an appropriate level.

To set up transferring between customer groups:

  1. Go to Marketing → Loyalty.

  2. Enable the transition between groups in the Discount-based program section.

  3. Select a discount group and set up a total purchase amount needed to upgrade.

  4. After reaching this sum customer will be moved to the next group.

  5. Click Add to create more transitions between groups.

  6. Click Save.

☝️ After moving to a new group of customers, the discount percent will increase with the next purchase.

Customers registration

Record customer's name and phone in Poster to provide him discounts and transitions between them.

To add customers:

  1. Go to Marketing → Customers in the management console.

  2. Click Add.

  3. Fill up the customer card and select a group meeting the discount size.

  4. Click Add.

💡 To add new customers at the POS. Tap + at the customer tab, fill up the customer card and press Done.

To make a product or dish unavailable for discounts, add it as exclusion.

Feel free to write me if any questions left. I'll be back to help soon!

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