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The Discounts page has two tabs: the presets (named, ready-to-use discounts) and the reasons (the list a cashier picks from when applying a free discount). A discount preset is a named, ready-to-use discount at the register: its percent (or amount) is already set, so the cashier just taps it. The preset’s name is its reason — there’s nothing to pick. For example “Loyalty club − 10%” in a wine shop, “End of line − 30%” in a grocer, or “Staff − 20%” in a restaurant. Presets serve both modes: they appear in the retail cart’s discount and in the restaurant’s Actions discount sheet.
Presets are published in the snapshot, like the catalog: the register receives them at its next refresh. The cashier can still enter a free discount (percent or amount) without a preset — see Discounts at the register (retail) and Managing an order (restaurant).

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Create a preset

  1. Open Catalog → Discounts, Presets tab.
  2. Tap Add preset and fill in:
    • Name — shown at the register (e.g. “Loyalty club”). This name also serves as the reason on the receipt and in reports.
    • Type — Percent or Amount (fixed amount).
    • Value — the percentage (1 to 100) or the amount.
    • Scope — where the discount lands: the whole cart, selected items, or the cashier’s choice.
    • Require manager — when on, applying this preset asks for a manager PIN at the register.
    • Active — turn off to pull a preset from the register without deleting it.
  3. Publish to push the change to the register.

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Edit or delete

Tap a row to open the preset and edit it, or delete it. The Active switch in the right column turns a preset on or off directly, without opening the form. Remember to publish after your changes.
A preset carries its name as the label on the receipt and in reports — e.g. an “Open box” preset shows under that name. (Breakage and loss are not discounts — record them as a stock adjustment.)

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Discount reasons

When a cashier applies a free discount (percent, amount, or a comped item), they have to give a reason. These reasons form a list you manage in the Reasons tab of the Discounts page — you decide exactly what your staff can pick. Every new location starts with a few reasons already set up (the starter list differs slightly between restaurant mode and retail mode), which you then edit freely:
  • Add reason — add a reason (e.g. “Goodwill”, “Entry mistake”).
  • Tap a row to rename a reason.
  • The Active switch pulls a reason from the register without deleting it; a reason already used on past discounts stays readable in reports.
Remember to publish: the register receives the updated list at its next refresh. At the register, these reasons are exactly what the cashier sees when applying a free discount — see Discounts at the register (retail) and Managing an order (restaurant).
Discount reasons are separate from refund reasons, which have their own list — see Refunds.