How to set up Discount Reasons

Summary

This article explains Discount Reasons in WaiterMate and how to create them. When applying a custom discount, users with the required permissions can select a predefined reason. These Discount Reasons help track why discounts were applied and can be reviewed in the Transaction Journal in OfficeMate for reporting purposes. 

How to create Discount Reasons

  1. Log in to OfficeMate
  2. Navigate to Discount Reason under Configuration, or search for it in the navigation bar. 

  3. To create a new Discount Reason, select the New icon located on the toolbar at the top of the screen. 

  4. A new line will appear. Double-click on the 'New Reason' text to highlight and edit it. Enter the desired reason. 
  5. Enter a number in the sequence field to determine the order in which the reasons appear within the prompt. Once done, click away and the changes will save automatically.

  6. Repeat these steps for as many discount reasons as needed.